MAI Capital Management

MAI Capital Management is a leading registered investment advisor (RIA) with a half-century of fiduciary service and over $33 billion in assets under management and advisement. We empower clients to simplify, protect, and grow wealth through highly personalized advice, integrated solutions, and unwavering commitment to their long-term goals.

• Founded in 1973 and built on a fiduciary-first philosophy centered on clients, colleagues, and community.
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• Offers holistic wealth services: financial and retirement planning, investment management, tax & estate, insurance, lifestyle support, philanthropy, and alternative investments.
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• Manages $33 billion+ across 30+ offices with a team of over 500 professionals delivering boutique-level care with scalable resources.
  iCapitalBusiness Wire
• Growing through strategic expansion—including recent partnership with Evoke Advisors—to become a leading family office and private wealth platform.
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