Awards

MAI Capital Recognized Among Top 30 On Barron’s Top 100 RIA Firms List for 2023

09.28.23

MAI Capital Management has been recognized on the esteemed Barron’s Top 100 RIA firms list for 2023, placing among the top 30 firms.

This accolade is more than just a mark of excellence; it is a testament to our unwavering commitment to our clients. Since our inception in 1973 and with 50 years in business, we have built a culture of character where we are inspired to serve others. Everything we do is driven by one powerful purpose: to empower clients to simplify, protect, and grow the wealth they have worked so hard to build – freeing their time to enjoy it. The team is honored to have its hard work and dedication recognized in such a significant industry ranking.

“Securing our ranking on Barron’s Top 100 RIA firms list is both an honor and a reflection of our 50-year commitment to our clients and team,” said Rick Buoncore, Managing Partner at MAI. “At MAI, it’s about genuine relationships and empowering our clients with confidence. A big thank you to our clients and our team for being the heart of our success.”

This prestigious ranking celebrates the best firms in the industry, and we are honored and thrilled to continue improving our standing on the list year over year.

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


On September 15, 2023, MAI Capital Management placed 27th out of 100 firms on Barron’s 2023 Top RIA Firms list (26th out of 100 in 2022, 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, applicants were required to complete a 160-question survey, based on information provided as of June 30, 2023, 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 2023 to use the Barron’s logo in advertising ($20,000 in 2022, $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.

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