MAI Capital Management Named to Financial Advisor Magazine's 2018 RIA Ranking
July 5, 2018 – MAI Capital Management is pleased to announce its inclusion on Financial Advisor Magazine's 2018 RIA Ranking. MAI is ranked 64th in the $1 billion and over asset category, which included 275 firms in total. This places MAI in the top quartile of the billion dollar RIA group and in the top 10 percent of firms listed that are registered with the Securities and Exchange Commission.
RIA firms from across the country were invited by Financial Advisor Magazine to complete a survey that evaluates various data points, including assets under management for year-end 2017, percentage growth in assets from 2016 to 2017, assets per client and percentage growth in assets per client, as well as percentage change in number of clients.
MAI prides itself on a holistic approach to wealth management, which has been ingrained in the firm's culture for nearly five decades. Client service is always the top priority and continues to be a driving force behind our service and growth efforts.
To view this year's list, please visit: https://www.fa-mag.com/news/ria-survey---ranking-2018-39594.html
In the case above, MAI responded to a survey from the sponsoring organization. In no case does MAI pay a fee to be considered for an award or to participate in rankings. Further, MAI is not required to be a subscriber to Barron's or the Financial Times or any other group to be included in their rankings or awards.
Financial Advisor Magazine Top Registered Investment Advisor: To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $100 million in assets under management as of December 31, 2017 to be included in our print edition of Financial Advisor Magazine. Corporate RIA firms and investment advisor representatives (IARs) are not eligible for this survey. A corporate RIA is a registered investment advisor most often formed by a broker-dealer that files an ADV with the SEC. Advisors who are affiliated with the broker-dealer or other entity's corporate RIA may offer investment advice. They are considered Investment Advisor Representatives (IARs) of the corporate RIA. All of the assets under management of the IARs are included in the corporate RIA's ADV filed with the SEC.
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.
By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information.