MAI Capital Management

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MAI Capital Management — overview

About

MAI Capital Management is a US-based wealth manager and registered investment adviser. It provides investment advisory services to its clients on both a discretionary and non-discretionary basis. The services it offers include financial planning, portfolio management, investment management, estate planning, tax strategies, insurance planning, wealth transfer planning, and philanthropy planning. The wealth manager advises individuals, high-net-worth individuals, ultra-high-net-worth individuals, families, family offices, sports professionals, pension and profit-sharing plans, employee benefit plans, endowments, foundations, trusts, corporations, investment-related limited liability companies, and limited partnerships. In 2021, Mai Capital acquired Geier Asset Management. MAI Capital Management acquired Transparent Wealth Partners in Q3 of 2023. MAI Capital Management acquired Waterstone Investment Counsel in Q1 of 2024. MAI Capital Management acquired Intersect Capital in Q2 of 2022. MAI Capital Management acquired LWS Wealth Advisors in Q1 of 2024. MAI Capital Management acquired Garrison Asset Management, a US-based wealth manager and registered investment adviser. MAI Capital Management acquired Bolan Capital Management in September 2024, a US-based wealth manager and registered investment adviser. MAI Capital Management acquired Concentric Wealth Management, a US-based wealth manager and registered investment adviser. MAI Capital Management acquired Traverso Chambers Private Wealth Management, a US-based wealth manager and registered investment adviser. In Q4 2024, MAI Capital Management acquired Halpern Financial. In December 2024, MAI Capital Management acquired Garrison Asset Management, an Arkansas-based wealth manager. In Q3 2025, MAI Capital Management acquired Summit Financial Advisors, a San Mateo, California-based wealth manager. In Q3 2025, MAI Capital Management acquired Coons Advisors, a Columbus, Ohio-based wealth manager. In Q4 2025, MAI Capital Management acquired Liberty Private Client, a Fort Myers, Florida-based wealth manager. In Q4 2025, MAI Capital Management acquired Evoke Advisors, a Los Angeles, California-based wealth manager. In Q4 2025, MAI Capital Management acquired Lowe Wealth Advisors, a Columbia, Maryland-based wealth manager and registered investment advisor.

MAI Capital Management - known decision makers (484)

Position	Location	Asset Class
Senior Associate	Cleveland, US	PEREINFHFPDNR
Advisory Associate & Associate	Los Angeles, US	PEREINFHFPDNR
Advisory Associate, Associate	Los Angeles, US	PEREINFHFPDNR
Advisory Associate, Associate	Los Angeles, US	PEREINFHFPDNR
Advisory Associate, Associate	Los Angeles, US	PEREINFHFPDNR

Showing 5 of 484 known decision makers MAI Capital Management

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