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Wednesday, August 26, 2026The Morning Brief →Sign in
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MAI Capital

In PWD coverage since August 26, 2026 · 1 story
1Deals on our tracker
+10Talent net · 12 months25 in · 15 out
Talent flow · 12 monthsOn the wire →
Net +10 · 25 arrivals · 15 departures
Arrivals
Advisor
Aug 24 · from MAI Capital Management
Advisor
Aug 24 · from MAI Capital Management
Advisor
Aug 24 · from MAI Capital Management
Advisor
Aug 24 · from MAI Capital Management
Advisor
Aug 24 · from MAI Capital Management
Advisor
Aug 24 · from MAI Capital Management
Departures
Advisor
Aug 22 · destination pending
Advisor
Aug 22 · destination pending
Advisor
Aug 16 · destination pending
Advisor
Aug 16 · destination pending
Advisor
Aug 16 · destination pending
Advisor
Aug 16 · destination pending
Deal recordFull tracker →
Aug 25, 26Deal announcedCarlyle — coverage
PWD coverage
M&A

RIA deal count dips as acquired assets nearly double to $342.9 billion

The count fell 9% while dollar volume nearly doubled, and private equity funded 89% of the deals.
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