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.

$20.8B

Client Assets (AUA)

28%

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.

2024

LWS Wealth Advisors

Basking Ridge, NJ $562M

Press release >

2024

WaterStone Investment Counsel

Cincinnati, OH $144M

Press release >

2024

Traverso Chambers Private Wealth Management

Santa Rosa, CA $549M

Press release >

2024

Madison Wealth Management

Cincinnati, OH
Leesburg, VA
$1.4B

Press release >

2023

R. Karras Asset Management & Planning

Cleveland, OH $110M

Press release >

2023

Asset Management Group

Northbrook, IL $266M

Press release >

2023

Transparent Wealth Partners

Little Rock, AR $204M

2023

Wiener Financial Management

Potomac, MD $120M

Press release >

2022

J.D. Loden

Naples, FL $140M

Press release >

2022

Egon Singerman

Cleveland, OH

2022

West Point Business Group

Ponte Vedra, FL $798M

Press release >

2022

Prime Investment Advisors

Bethesda, MD $140M

Press release >

2022

Dexter James

Cuyahoga, OH $50M

Press release >

2022

Justin Bass

San Ramon, CA $100M

Press release >

2022

Pareto Wealth Management

Cleveland, OH $120M

Press release >

2022

Winfield Associates

Cleveland, OH $368M

Press release >

2022

Intersect Capital

San Ramon, CA $1.2B

Press release >

2021

Patrick Gingras

Madison, CT $725M

Press release >

2021

Monarch Business & Wealth Management

New York, NY $163M

Press release >

2021

Queens Oak Advisors

Charlotte, NC $558M

Press release >

2021

Hochman Cole Investment Advisors

Deerfield, IL $495M

Press release >

2021

Investment Planning Associates

Rockville, MD $235M

Press release >

2021

Storey & Associates

North Canton, OH $230M

Press release >

2021

Geier Asset Management

Marriottsville, MD $390M

Press release >

2021

MWM Investment Consulting

Naples, FL $100M

Press release >

2021

Ownership Advisors

Cleveland, OH $120M

Press release >

2021

HW Financial Advisors

Beachwood, OH $725M

Press release >

2020

Smith Capital Management

Little Rock, AR $500M

Press release >

2020

Greenway Family Office

St. Louis, MO $500M

Press release >

2020

Grisanti Capital Management

New York, NY $225M

Press release >

2019

CCI Financial

Akron, OH $100M

Press release >

2019

J.M. Hartwell

New York, NY $640M

Press release >

2019

Rodman Capital Management

Alliance, OH $75M

Press release >

2019

John Dovich & Associates

Cincinnati, OH $600M

Press release >

2019

MTX Wealth Management

Reston, VA $400M

Press release >

2018

Calfee Financial Advisors

Cleveland, OH $75M

Press release >

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

    2024, 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

MAI Capital Management Acquires LWS Wealth Advisors
Press Release

Get In Touch

Shannon Westhead

Senior Associate

Email

shannon.westhead@wealthpcg.com

Phone

561-838-7233

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