July 2022 – MAI Capital Management is thrilled to announce its ranking as 38th on Financial Advisor Magazine’s RIA Survey & Ranking list for 2022 in the $1billion and over asset category. There were 331 firms ranked within this category, which places MAI in the top quartile of the billion dollar RIA group for the third consecutive year.
The firm was also featured on the Top 50 Fastest Growing Firms list at number 26.
Financial Advisor Magazine ranks independent RIAs based on assets under management at year end from largest to smallest. The environment for advisory firms is ever-changing and this ranking highlights those who are quickly rising to the top of the industry. This is especially true for the Top 50 Fastest Growing Firm’s list, which is based on percentage of growth in assets year over year. MAI is excited to be placed on both lists for 2022, showcasing its growth throughout some of the most turbulent times and featuring its dedication to bolster client offerings and talent at the firm.
The MAI team recognizes what an honor it is to be featured on such a prominent industry ranking and thanks its employees and clients for their hard work, dedication and support. The firm looks forward to prioritizing client offerings and financial planning capabilities as the growth and success continues.
To view this year’s RIA Survey & Ranking list, please visit:
https://www.famag.com/userfiles/0000000002022_IMAGES_ALL/FA_ISSUES_2022/06_FA_JULYAUG_2022/RIA22_Main_Rank_Online5aa.pdf
To view this year’s Top 50 Fastest Growing Firms list, please visit: RIA22_Top50_Online2.pdf (fa-mag.com)
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 the Financial Times or any other group to be included in their rankings or awards.
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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Financial Advisor’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to them by firms that voluntarily complete and submit FA’s survey by their deadline. Financial Advisor does its best to verify AUM by reviewing ADV forms. 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 $500 million in assets under management as of December 31, 2021 to be included in the print edition of Financial Advisor Magazine’s 2022 RIA survey. Firms with under $500 million will be included in FA’s expanded 2022 online RIA survey.
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.
