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Thursday, August 20, 2026The Morning Brief →Sign in
ria

MAI Capital Management

CLEVELAND, OH
CRD: 109807
In PWD coverage since August 14, 2026 · 9 stories
$52.1BRegulatory AUMSEC Form ADV · Aug 15
562EmployeesForm ADV
8Deals on our tracker
-9Talent net · 12 months15 in · 24 out
Talent flow · 12 monthsOn the wire →
Net -9 · 15 arrivals · 24 departures
Advisor
Aug 16 · advisor move
Arrivals
Advisor
Aug 17
Advisor
Aug 17
Advisor
Aug 17
Advisor
Aug 16
Advisor
Aug 16
Advisor
Aug 16
Departures
Advisor
Aug 16 · destination pending
Advisor
Aug 16 · destination pending
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Aug 16 · destination pending
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Aug 16 · destination pending
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Aug 16 · destination pending
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Aug 16 · destination pending
Deal recordFull tracker →
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
Data

Acquisition announcements edge past advisor moves in 30 days

Announced purchases now outnumber advisor moves, a small gap with a clear direction.
exit · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit
Features · Aug 19Wealth's talent war moves to the C-suite
exit · Aug 18MAI's $1B double buy lands two RIAs on a Carlyle-backed platform
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
M&A · Aug 18Carlyle-backed MAI buys two RIAs and enters Atlanta
M&A · Aug 18MAI buys $490M Waypoint to enter Atlanta
The Close · Aug 17Atlanta is the new front in the RIA roll-up war
RIA · Aug 14Dallas surpasses New York in financial jobs share
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