Rankings

Six MAI Advisors Named to the Forbes Best-in-State Wealth Advisor List

04.15.24

We are thrilled that MAI Capital has multiple advisors ranked on the 2024 Best-In-State Wealth Advisor list by Forbes.

  • Rick Buoncore, Managing Partner – Ranked 6th in Ohio – State.
  • Patrick Gingras, Regional President – Ranked 39th in Connecticut – High Net Worth.
  • Albie MacDonald, President, Advisory Referral Group – Ranked 13th in Florida – Jacksonville Area
  • Joan Malloy, Group Head National Family Office & Regional President – Ranked 34th in Missouri – St. Louis.
  • Andy Meyer, Senior Wealth Advisor – Ranked 8th in California – Southern California (High Net Worth).
  • Steve Rudolph, Senior Wealth Advisor & Team Leader – Ranked 58th in Ohio – State.

MAI Capital Management remains committed to empowering clients to simplify, protect, and grow their wealth. We are proud of our team members who have been acknowledged by Forbes and who exemplify our three pillars to take care of clients, each other, and the community.

You can view the full Forbes Best-In-State Wealth Advisors list here.


On April 3, 2024, Rick Buoncore ranked 6th out of 164 advisors listed in Ohio – State, Patrick Gingras ranked 39th out of 172 in Connecticut – High Net Worth, Albie MacDonald ranked 13th out of 47 in Florida – Jacksonville Area, Joan Malloy ranked 34th out of 88 in Missouri – St. Louis, Andy Meyer ranked 8th out of 154 in California – Southern California (HNW), and Steve Rudolph ranked 58th out of 164 in Ohio – State. Information provided was based on data as of June 30, 2023. MAI does not pay a fee to be considered for an award or to participate in rankings.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. For more information on SHOOK Research methodology, please click here.

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.

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We look forward to learning about your financial goals.

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