Fresh Off $30B Blockbuster, MAI Acquires California-Based RIA
Yahoo Finance·2025-09-15 21:08
You can find original article here Wealthmanagement. Subscribe to our free daily Wealthmanagement newsletter. MAI Capital Management, the Cleveland-based registered investment advisor, has acquired a San Mateo, Calif.-based RIA just a few weeks after signing on for a mega-merger with 570 million in assets under management. MAI made the move after announcing in late August its ac ...