RIA Roundup: CI Financial Sells Stake in Boston RIA to Pay Down Debt
More than $5B in transacted assets was announced this week as Captrust, Allworth, Wealth Enhancement Group, Sanctuary and MAI all made M&A moves.
Source: wealthmanagement.com
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MAI Buys Wiener Financial Management
WFM offers financial and retirement planning and investment management services for high-net-worth individuals and families.
Source: themiddlemarket.com
MAI Capital acquires Maryland's Wiener Financial Management | Crain's Cleveland Business
Wiener Financial Management of Potomac, Maryland, has become part of MAI, a registered investment adviser based in Independence. The acquisition adds about $120 million in assets under management to MAI.
Source: crainscleveland.com
RIA Edge 100 Growth Profile: MAI Capital Management
MAI Capital Management grew by 169% in five years, while maintaining client service, adding capabilities and developing a strong acquisition model.
Source: wealthmanagement.com
MAI Adds Two Advisors With Combined $888M in Assets
MAI Managing Partner Rick Buoncore discusses the deals, as well as his plans to build out new trust services and 401(k) verticals at his firm.
Source: wealthmanagement.com