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MAI Capital Management

CLEVELAND, OH

CRD: 109807

In PWD coverage since August 30, 2026 · 16+ stories

$52.1BRegulatory AUMSEC Form ADV · Oct 3

562EmployeesForm ADV

9Deals on our tracker

Regulatory AUM · Aug 16 – Oct 3

Deal recordFull tracker →

Sep 21, 26Deal announcedCarlyle — coverage

Aug 17, 26Deal announcedWaypoint Wealth Counsel · $490M — coverage

Aug 17, 26Deal announcedOG Private Wealth · $551M — coverage

Aug 16, 26Deal announcedWaypoint Wealth Counsel · $490M — coverage

Aug 13, 26Deal closedWaypoint Wealth Counsel · $490M — coverage

May 31, 26Deal closed

Apr 29, 25Deal announcedCarlyle

Aug 13, 24Deal closedOG Private Wealth · $551M

Aug 13, 24Deal closedWaypoint Wealth Counsel · $490M

PWD coverage

exit

Private Advisor Group CFO Adam Schorr on why buyers and sellers price the same practice differently

Schorr tells Wealth Solutions Report that transferability can be improved in the final year, while founder dependency takes years to unwind.

exit · Sep 22Buyers still pay up. They want the file first

Data · Sep 15The blank offering line is now the private-markets tell

the_wrap · Sep 15The platform buyers set Monday's advisor price

Data · Sep 14Recruiting's center of gravity has moved downstream

Data · Sep 11Tastytrade and MissionSquare just joined the advisor talent war

Data · Sep 10Four independents logged 495 events to UBS's 205

Data · Sep 9Wealth management is recycling advisors 68 times faster than it creates them

Data · Sep 8Advisor moves jump, custody changes stall

the_wrap · Sep 7OnePoint BFG strips Northwestern Mutual of 18 advisors and $3 billion

advisor_note · Sep 7Insurance-owned advisor books are the new breakaway pipeline

Data · Sep 3UBS and Merit pull away in advisor talent race

Data · Sep 2Distribution, not AUM, is the new recruiting magnet

Moves · Sep 1MAI puts an integrator in charge of growth

The Close · Aug 30Team liftouts escape the roll-up lane

Features · Aug 30The talent war finds the fiduciary bench