MAI Capital Management Moves Up The Rankings On Barron’s Top 100 RIA Firms


MAI Capital Management is thrilled to have earned a spot on the Barron’s, Top 100 Registered Independent Advisory (RIA) Firms list for 2022. This year, the team is placed number 26 on the list, an improvement from last year’s placing at 31.

To qualify for the list, nominees must have a minimum of $2 billion in assets under management and be registered with the SEC. Barron’s looks at assets managed, technology spending, staff diversity, succession planning, and other metrics when considering firms for the list.

The team is honored to have its hard work and dedication recognized in such a significant industry ranking. MAI has been successful in both organic and inorganic growth over the last year while prioritizing employee engagement, client satisfaction, and overall well-being at the firm. MAI looks forward to another successful year ahead and more opportunities to showcase all the team is doing to further cement its placement as an industry leader.

To view this year’s list, please visit: https://www.barrons.com/advisor/report/top-financial-advisors/ria

In September 19 2022, MAI placed 26th out of 100 firms listed (31st out of 100 firms in 2021, 36th out of 100 firms in 2020, 26th out of 50 firms in 2019, and 39th in 2018). In order to be considered for the Barron’s 2022 Top RIA Firms list, applicants were required to complete a 145-question survey, based on information provided as of June 30, 2022, with the firm’s ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning. The number of total RIAs surveyed was not available at time of publication. MAI paid $20,000 in 2022 to use the Barron’s logo in advertising ($15,000 in 2021, $15,000 in 2020, $15,000 in 2019, and $10,500 in 2018). https://www.barrons.com/advisor/report/top-financial-advisors/ria.

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We look forward to learning about your financial goals.