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MAI Capital Management

CLEVELAND, OH

CRD: 109807

In network coverage since September 3, 2026 · 16+ stories

$52.1BRegulatory AUMSEC Form ADV · Oct 24

562EmployeesForm ADV

10Deals on our tracker

Regulatory AUM · Aug 16 – Oct 24

Deal recordFull tracker →

Oct 12, 26Deal announcedVictory · Arax Advisory Partners · Wealth Enhancement Advisory Services · Evoke Advisors · Allworth Financial · CapFinancial Partners · $38 — coverage

Sep 21, 26Deal announcedCarlyle — coverage

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

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

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

Network coverage

Investments

SEI to build CITs carrying Carlyle private equity for Basic Capital plans

The first trust will blend public equity with Carlyle private equity and is designed to sit inside a participant's existing large-cap equity allocation.

Moves · Oct 13MAI Capital hires Matt Barthel to lead advisor liftout recruiting

Succession & selling a firm · Oct 13September RIA deals: median acquired firm held $489.5M in assets

Succession & selling a firm · Oct 12Carlyle took a minority stake in Prime Capital Financial, where 170 advisors own equity

Succession & selling a firm · Oct 6Private Advisor Group CFO Adam Schorr on why buyers and sellers price the same practice differently

Succession & selling a firm · 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