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MAI Capital Management

CLEVELAND, OH

CRD: 109807

In PWD coverage since August 29, 2026 · 16+ stories

$52.1BRegulatory AUMSEC Form ADV · Sep 26

562EmployeesForm ADV

9Deals on our tracker

Regulatory AUM · Aug 16 – Sep 26

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

Buyers still pay up. They want the file first

Deal counts fell 9% while seller assets climbed 88%, and the gap between those two numbers is where a founder's pitch and the premium get decided.

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

Data · Aug 29Team Liftouts Outpace Breakaways 9-to-1