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Independent Intelligence on the Private Wealth Industry
Thursday, October 1, 2026The Morning Brief →Sign in
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De Leon Financial Network

In PWD coverage since August 18, 2026 · 1 story
PWD coverage
Deals & PE

MAI's double RIA deal is a bet on geography

The Carlyle-backed firm enters Atlanta and deepens California, moving from accumulating assets to owning specific markets.
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