Skip to Content

Company News

MAI Recognized on Charlotte Business Journal’s Top Financial Planning and Wealth Management Firms 2022 Lists

< Back to News

 

MAI Capital Management Recognized on Charlotte Business Journal's Top Financial Planning and Wealth Management Firms 2022 Lists

 

April 28, 2022 – MAI Capital Management is pleased to announce its inclusion on this year’s Top Financial Planning and Wealth Management Firms lists by Charlotte Business Journal. The Charlotte Business Journal lists rank firms in the Charlotte-area by number of local Certified Financial Planners (CFPs) available to clients, and local assets under management per wealth firm. MAI was ranked #18 for number of CFPs per firm, and #25 on the list of wealth management firms. MAI is excited to be named to these lists in the Charlotte-region and recognized as one of the top RIA firms for its regional success and continued growth. The MAI team is dedicated to its local offices and clients, and the firm’s placements on these lists showcases its honorable standings in the industry on a localized level.

The MAI team is thrilled to be ranked alongside other successful firms in the region and looks forward to further growth in Charlotte and beyond.

To view this year’s lists, please visit: https://www.bizjournals.com/charlotte/subscriber-only/2022/04/22/charlotte-area-financial-planning-firms and https://www.bizjournals.com/charlotte/subscriber-only/2022/04/22/charlotte-area-wealth-management-firms.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 Charlotte Business Journal to be included in their rankings or awards.

Charlotte Business Journal Top Financial Planning and Wealth Management Firms: In 2022, MAI Capital Management ranked 18th out of 24 total firms on the Charlotte-Area Financial planning Firms list (and in 2021 MAI ranked 19th), and ranked 25th out of 25 total firms on the Charlotte-Area Wealth Management Firms list (and in 2021 MAI ranked 27th). Charlotte-Area Financial Planning Firms: Information was compiled from survey questionnaires, telephone interviews with company representatives and company websites. Local area include the following counties: Anson, Cabarrus, Catawba, Cleveland, Gaston, Iredell, Lancaster (S.C.), Lincoln, Mecklenburg, Rowan, Stanly, Union and York (S.C.). In case of ties, companies are listed alphabetically. Charlotte-Area Wealth Management Firms: Information was compiled from survey questionnaires, telephone interviews with company representatives and form ADVs. Local area include the following counties: Anson, Cabarrus, Catawba, Cleveland, Gaston, Iredell, Lancaster (S.C.), Lincoln, Mecklenburg, Rowan, Stanly, Union and York (S.C.). In case of ties, companies are listed alphabetically. Businesses based in the Charlotte area reported companywide assets managed. Information for local firms is self-reported or compiled from ADV forms. Firms based elsewhere provided numbers for Charlotte-area operations.

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.