ria

MAI Capital Management

CLEVELAND, OH

CRD: 109807

In PWD coverage since August 14, 2026 · 8 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

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Aug 17

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Aug 17

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Aug 17

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Aug 16

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Aug 16

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Aug 16

Departures

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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

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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

exit

Carlyle's $2.8 billion MAI bet re-prices the RIA exit

The deal prices MAI's AUM at about 5.5 cents per dollar and signals what scaled owners can expect at the sale table.

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

MAI Capital Management

Carlyle's $2.8 billion MAI bet re-prices the RIA exit

The Morning Brief