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

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.

By clicking on the above links, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content.

MAI Capital Management Named 4th on the 2023 Weatherhead 100 Titan List

The Case Western Reserve University Weatherhead School of Management recognizes the accomplishments of Northeast Ohio’s fastest-growing companies each year with the Weatherhead 100 awards. MAI is pleased to share that we have been recognized in the Titan category, which celebrates fast-growing companies with at least $100 million net sales in the previous year.

Read more about the winners here.


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 any other group to be included in the rankings or awards.

On December 14, 2023, MAI placed 4th out of 18 firms in the Titan category. To be considered for the 2023 Weatherhead 100 list, applicants were required to complete a 6-question survey that included subcategories and covered a 12-month period of net sales from 2018 – 2022, with the firm’s ADV informing the majority of responses. Other application requirements included: 2018 net sales at least $100,000, company headquarters required to be in one of the following Ohio counties: Ashland, Ashtabula, Cuyahoga, Erie, Geauga, Huron, Lake, Lorain, Mahoning, Medina, Portage, Richland, Stark, Summit, Trumbull or Wayne County, not a franchise or subsidiary of another company between 2018 – 2022, and must be a for-profit organization. $2500.00 was spent in 2023 for a table at the awards ceremony. To learn more about the Weatherhead 100, please visit: https://case.edu/weatherhead/corporate-partners/weatherhead-100/award-application

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information.

Jason Bell Named to Forbes Top Next-Gen Wealth Advisors Best-in-State 2023

Jason Bell ranked 53rd out of 95 on the Forbes Top Next-Gen Wealth Advisors Best-In-State list for NYC. During his career, Jason has worked extensively with entrepreneurs, business owners, athletes, and entertainers, as well as high and ultra-high net worth families. Currently offering financial planning, portfolio management, banking solutions, family office services, and business management, he serves as a Senior Wealth Advisor for MAI Capital in New York City.

About the news, Jason said, “This recognition would not be possible without the power of the MAI brand, my hardworking team, and most importantly, our loyal and dedicated clients.”

To view the full list, please click here.


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 Forbes 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.

By clicking on the above links, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information.

On August 8, 2023, Jason Bell ranked 53rd out of 95 on the Forbes Top Next-Gen Wealth Advisors Best-In-State list for NYC. Information provided was based on data as of March 15, 2023 with subsequent data updated per request from Forbes as of March 31, 2023. The Forbes Next-Gen Wealth Advisors rankings, developed by SHOOK Research, is based on an algorithm of qualitative criterion—mostly gained through telephone, virtual, and in-person due diligence interviews—and quantitative data. Those advisors that are considered have a minimum of four years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings. 3,738 individuals were considered for the Next-Gen ranking. For more information on the methodology for this ranking click here.

John Dovich Recognized on Forbes’ Top Financial Security Professionals 2024 Best-In-State List

We are thrilled to share that MAI Regional President John Dovich, ChFC®, CLU® has been recognized on the Forbes Financial Security Professionals 2024 Best-In-State list. He was ranked second in the state of Ohio this year.

“Providing MAI clients with solutions for their planning needs, including risk transfer, is imperative to client success,” said Dovich about the recognition. “I am honored to be recognized by Forbes and Shook Research.”

To view this year’s Forbes’ Top Financial Security Professionals list, please visit this link.


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 or to belong to 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.

On July 10, 2024, John Dovich ranked number 2 in the state of Ohio on the Top Financial Security Professionals 2024 Best-In-State List (9th in 2023). The award was based on information provided during the time period of 12/31/2022 to 12/31/2023.

To be considered for the Forbes Top Financial Security Professional Ranking, the financial services professionals must be licensed to sell life insurance and annuities and be nominated by their current firm.  In addition to responding to a lengthy survey, applicants must meet many specified requirements. The Forbes Top Financial Security Professional Ranking, developed by SHOOK Research, is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data including client-related trends and data and sales figures and revenue generated for the firm. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and a record of the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and risk tolerance and a lack of audited performance reports. Neither Forbes nor SHOOK receive a fee in exchange for rankings. (Source: Forbes.com)

For more information on the ranking methodology, please visit this link.

By clicking on the above links, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information.

Joe McLean Recognized on Investopedia 100 Top Financial Advisors List

MAI is excited to announce that Joe McLean, Chief Growth & Innovation Officer and Co-President of MAI Sports + Entertainment, has been recognized on the Investopedia 100 Top Financial Advisors ranking for 2023. The list celebrates advisors who are engaged in critical conversations regarding financial literacy, life-stage planning, and more. This year’s list specifically highlights advisors who provide unique value to specific industries.

The methodology behind the selection process includes honoring independent, U.S-based advisors who have risen to the top of the industry for their commitment to financial literacy and community support. The honorees’ social media reach and industry following is also considered.

We are pleased that our dedication to providing financial planning services to athletes and entertainers is recognized across the industry. Joe is committed to providing top-quality service to clients and impacting their lives in many different areas, especially when it comes to financial literacy.

MAI is beyond excited that Joe has been featured for his efforts in these areas and commends him for his top-tier contributions to the firm and his clients’ lives. We look forward to future recognition across the board for our excellent team of professionals.

View this year’s list here.


By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated.  Some third-party sites require registration or subscription to view content.  Please see MAI’s disclosure page for more information.

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 Investopedia 100 to be included in their rankings or awards.

On July 11, 2023, Joe McLean ranked on the Investopedia 100 Top Financial Advisors of 2023 list. The information provided was based on data as of the applicated deadline of May 1, 2023. Investopedia 100 Top Financial Advisors of 2023 honors independent US-based financial advisors who have demonstrated top-of-the-industry skills in the following critical areas: reach, commitment to financial literacy, and community support. Investopedia checked each advisor CRD number for validity and each application for accuracy and quality. Final scores were tabulated according to weights designated for each of the criteria above. Investopedia receives no compensation from placing advisors on the list, nor does an advisor’s appearance on the list constitute an individual endorsement by Investopedia of such advisor.

MAI Capital Management Named to the 2022 Weatherhead 100 List by Case Western Reserve University Weatherhead School of Management

MAI Capital Management is delighted to announce its recognition on this year’s Weatherhead 100 list, which celebrates companies in Northeast Ohio that embody the spirit of entrepreneurship and are leading the way in leadership, growth, and success. The MAI team is thrilled to be ranked in the top 20 alongside such an exclusive group of businesses across the region and recognized for the work they do to push the firm to new heights every day.

“We are honored to be included on the Weatherhead 100 list,” said Rick Buoncore, Managing Partner of MAI Capital. “Leadership, growth, and success embody the goals we have, not just for ourselves, but for the clients we serve.”

To qualify for the award, companies must have a headquarters in Ashland, Ashtabula, Cuyahoga, Erie, Geauga, Huron, Lake, Lorain, Mahoning, Medina, Portage, Richland, Stark, Summit, Trumbull or Wayne County of Northeast Ohio and have grown their net sales from at least $100K to $1M in the last five years. Weatherhead 100 recognizes an elite group of companies that are the best example of leadership, growth, and success in our region.

To view this year’s list, please visit:  https://weatherhead.case.edu/events/weatherhead100/winners2022

Additional Weatherhead 100 qualifications: Not a franchise or subsidiary of another company between 2017 – 2021; Must be a for-profit organization. More than 150 firms applied for the Weatherhead 100 award.

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 any other group to be included in their rankings or awards.

$2500.00 was spent in 2022 for a table at the awards ceremony.

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information. Weatherhead 100 award recipients: On December 8, 2022, MAI placed 16th out of 100 firms listed and 30th out of 100 firms in 2021.  In order to be considered for the 2022 Weatherhead 100 list, applicants were required to complete an estimated 30-question survey for a 12-month period of net sales from 2017 – 2021, 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. More information about the award is available at https://weatherhead.case.edu/events/weatherhead100/apply

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.

By clicking on the above link, you will leave MAI’s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content. Please see MAI’s disclosure page for more information.