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Sunday, August 23, 2026The Morning Brief →Sign in
ria

MAI Capital Management

CLEVELAND, OH
CRD: 109807
In PWD coverage since August 14, 2026 · 11 stories
$52.1BRegulatory AUMSEC Form ADV · Aug 21
562EmployeesForm ADV
8Deals on our tracker
-9Talent net · 12 months15 in · 24 out
Regulatory AUM · Aug 15 – Aug 21
Talent flow · 12 monthsOn the wire →
Net -9 · 15 arrivals · 24 departures
Advisor
Aug 16 · advisor move
Arrivals
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Aug 17
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Aug 17
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Aug 17
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Aug 16
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Aug 16
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Aug 16
Departures
Advisor
Aug 22 · destination pending
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Aug 22 · destination pending
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Aug 16 · destination pending
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Aug 16 · destination pending
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Aug 16 · destination pending
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Aug 16 · destination pending
Deal recordFull tracker →
Aug 17, 26Deal announcedWaypoint Wealth Counsel · $490M — coverage
Aug 17, 26Deal announcedOG Private Wealth · $551M — coverage
Aug 16, 26Deal announcedWaypoint Wealth Counsel · $490M — coverage
Aug 13, 26Deal closedWaypoint Wealth Counsel · $490M — coverage
May 31, 26Deal closed
Apr 29, 25Deal announcedCarlyle
Aug 13, 24Deal closedOG Private Wealth · $551M
Aug 13, 24Deal closedWaypoint Wealth Counsel · $490M
PWD coverage
Data

The benefits channel is the new recruiting battleground

OpenArc and OneDigital logged 149 events in 30 days, clearing UBS's 120, as the advisor talent war pivots from wirehouse breakaways to benefits and retirement books.
exit · Aug 21A free exit score is resettling RIA prices
Data · Aug 20Acquisition announcements edge past advisor moves in 30 days
exit · Aug 19Carlyle's $2.8 billion MAI bet re-prices the RIA exit
Features · Aug 19Wealth's talent war moves to the C-suite
exit · Aug 18MAI's $1B double buy lands two RIAs on a Carlyle-backed platform
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
M&A · Aug 18Carlyle-backed MAI buys two RIAs and enters Atlanta
M&A · Aug 18MAI buys $490M Waypoint to enter Atlanta
The Close · Aug 17Atlanta is the new front in the RIA roll-up war
RIA · Aug 14Dallas surpasses New York in financial jobs share
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