Sources

6 Total Sources

MAI Capital Buys 2 RIAs With $1B AUM After Carlyle's $2.8 Billion Majority Deal

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Wealth Management2d ago

MAI Capital Acquires OG Private Wealth, Waypoint Wealth Counsel, Adding $1B+ AUM Post-Carlyle Deal

wealthsolutionsreport.com2d ago

MAI Capital Management Acquires Waypoint Wealth Counsel, Enters Atlanta Market

InvestmentNews2d ago

MAI Capital Acquires OG Private Wealth, Expanding California Presence

Yahoo Finance2d ago

MAI Capital Management Acquires OG Private Wealth, Expanding California Presence and Adding $551M AUM

InvestmentNews2d ago

MAI Capital Acquires OG Private Wealth, Adding $551M AUM in California

Family Wealth Report2d ago

MAI Capital Management Acquires Waypoint Wealth Counsel, a $490M RIA