MAI Capital Management, which oversees $69 billion in total assets, has acquired Lowe Wealth Advisors (LWA), a boutique, family-led Maryland RIA with $527 million in assets under management.

MAI Capital Management ("MAI"), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced the acquisition of Lowe Wealth Advisors ...

The deal in Maryland adds a decades-old planning practice, led by a father-son tandem, to MAI Capital Management's network ...

Acquisition adds $366 million to MAI's AUM while expanding its footprint in the Mid-Atlantic MAI Capital Management ("MAI"), a registered investment advisor (RIA) focused on empowering clients to ...

MAI Capital Management, a registered investment advisory firm headquartered in Cleveland, has partnered with global fintech platform iCapital, aimed at scaling its custom alternatives investment ...

MAI Capital Management, a growing wealth management firm and fee-based registered independent adviser, is taking steps to move to Park Center Plaza, a three-building campus in Independence, from ...

You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. MAI Capital Management, the Cleveland-based registered investment advisor, has acquired a ...

MAI Capital Management has announced two new executives focused on helping to grow the wealth advisory following some reorganizing of its management team. The Independence-based registered investment ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Preview this article 1 min Jim Kacic, who most recently ...

MAI Capital Management has acquired Winfield Associates, a Cleveland-based financial planning and wealth management firm with more than $368 million in assets under management, according to a news ...

CLEVELAND--(BUSINESS WIRE)--MAI Capital Management, LLC (“MAI”), an independent registered investment adviser that specializes in comprehensive investment and financial planning for high net worth and ...

Cleveland, Ohio–based MAI Capital is acquiring HW Financial Advisors, an affiliate of accounting firm Howard, Wershbale & Co (HW&Co) in Beachwood, Ohio. MAI Capital made the announcement Wednesday.