Founded on a handshake 50 years ago, MAI’s mission is to fulfill each client’s financial needs in the most personal, professional, and comprehensive way possible, and to provide each client with an individualized game plan for life.
$19.1B
Client Assets (AUA)
27%
Compound Annual
Growth Rate*
400+
Professionals & Staff
Mergers & Acquisitions
As a nationally recognized RIA headquartered in Cleveland, MAI offers advisors a scaled operating and investment platform for continued strong growth and successful partnerships.
Leadership
Leadership
“MAI helps advisors plan their succession by ensuring clients are cared for after the advisor’s departure. We provide capital, but more importantly, we offer scaled resources, a fiduciary culture and a focus on client relationships.”
– Rick Buoncore, Managing Partner and
Jim Kacic, President
Core Client Offerings
Financial and Retirement Planning
Thorough understanding of a client’s financial situation and priorities with on-going monitoring
Investments
An open architecture offering with in-house fixed income and proprietary alternative strategies
Family Office
Simplifying and streamlining tasks for UHNW clients including bill pay and financial advice
Locations
Accolades
Forbes
-
Best-In-State Wealth Advisors: Florida
2023, 2022 -
Best-In-State Wealth Advisors: Ohio
2023, 2022, 2021, 2020, 2019 -
Best-In-State Wealth Advisors: Missouri
2023, 2022 -
Best-In-State Wealth Advisors: California
2023 -
Best-In-State Top Women Wealth Advisors: Missouri
2023 -
Top Next-Gen
2023, 2021 -
America's Top Wealth Advisors
2019, 2018 -
America's Top RIA Firms
2023
Barron's
-
Top 100 RIA Firms
2023, 2022, 2021, 2020, 2019, 2018 -
Top Advisor Rankings by State: Ohio
2021, 2018
Financial Advisor
-
RIA Survey and Ranking
2022, 2021, 2020, 2019, 2018 -
Top 50 Fastest Growing Firms
2023, 2022, 2020
Smart Business
-
Medical Mutual Pillar Award for Community Service
2022, 2021, 2020 -
Kent Clapp CEO Leadership Award: Rick Buoncore
2022 -
Northeast Ohio Smart 50
2017
Crain's Cleveland Business
-
Largest Investment Advisers
2021 -
40 Under Forty
2020 -
Top Money Managers
2023, 2020, 2019, 2018, 2017
WealthManagement.com
-
M&A Leader of the Year, Jim Kacic (Finalist)
2023 -
RIA Edge 100
2023
Citywire
-
50 Growers Across America
2023, 2022
Beyond Exclamation
-
Top 10 Outstanding HR Executives to Watch - Lesa Evans
2023
InvestmentNews
-
Top Hybrid RIAs
2023
Investopedia
-
100 Top Financial Advisors
2023
News & Press
August 1, 2023
Get In Touch
Shannon Westhead
Senior Associate
shannon.westhead@wealthpcg.com
Phone
561-838-7233
More From MAI
To learn more about MAI click here:
For details on MAI’s Sports & Entertainment client offering click here: