A complete list of active advisors currently associated with MAI Capital Management, LLC
Warmer can help you find a great advisor at MAI Capital Management, LLC or one who fits your needs even better.
MAI Capital Management, LLC provides discretionary and non‑discretionary investment management, integrated wealth management, retirement plan consulting, and family‑office services to a mix of individuals (including high‑ and ultra‑high‑net‑worth clients), families, sports professionals, trusts, and institutional clients such as pension and profit‑sharing plans, endowments, foundations, and corporations. As of May 31, 2026, MAI reported $72.3 billion in assets under management and offers trust administrative services through MAI Trust Company, LLC and insurance administration through its MAI Insurance affiliate. The firm customizes portfolio management and asset‑allocation recommendations across a range of strategies — including equity, dividend, focused equity, taxable and tax‑exempt fixed income, ETF implementations, and private investments — and implements those strategies using in‑house portfolio managers, third‑party sub‑advisers, unified managed account models, and wrap programs as appropriate to client objectives. MAI integrates financial planning, tax and bill‑pay services into many client relationships and describes formal monitoring and valuation processes for sub‑advisers and private investments in its disclosure materials. MAI serves in both product‑sponsor and advisory roles that are less common among peers of its size: it is the investment adviser to a registered mutual fund (the MAI Managed Volatility Fund) and acts as adviser, general partner, or manager to numerous private funds and investment‑related LLCs, including vehicles that charge performance‑based fees. The firm also disclosed a majority equity acquisition by affiliates of The Carlyle Group effective June 4, 2026, and identifies related‑person/affiliate conflicts and supervisory policies stemming from that affiliation in its ADV.
To learn more about the advisors currently working at MAI Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse MAI Capital Management, LLC's office locations.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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