MAI Capital Management LLC

MAI Capital Management LLC is a wealth management company and SEC-registered investment adviser that provides investment management and financial planning to high-net-worth and ultra-high-net-worth individuals and families. Its services include portfolio management, financial and retirement planning, tax planning and preparation, estate and trust planning, insurance and risk management, alternative investments, and family office services. It also has a sports and entertainment division serving professional athletes, entertainers, and media executives, which grew out of its origins managing athletes’ wealth. Its clients include business owners, executives, retirees, athletes, entertainers, and wealthy families across the United States. It has about $77 billion in client assets under management and advisement, more than 40 offices, and more than 675 employees nationwide. It has grown largely by acquiring other independent advisory firms, with about 40 acquisitions between 2018 and 2024 and more since. Founded in 1973, the company is headquartered in Cleveland, Ohio, United States.