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 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 to be included in their rankings or awards.
In order to be considered for the Barron’s, 2022 Top RIA Firms list, applicants were required to complete an 145-question survey, 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.
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