Disclosure: On September 13, 2024, MAI Capital Management placed 19th out of 100 firms on Barron’s 2024Top RIA Firms list (27th out of 100 in 2023, 26th out of 100 in 2022, 31st out of 100 firms in 2021, 36th out of 100 firms in 2020, 26th out of 50 firms in 2019, and 39th in 2018). To be considered, applicants were required to complete a detailed survey of more than 100 questions, based on information provided as of June 30, 2024, with the firm’s ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Barron’s evaluated 199 submissions from pre-qualified firms. Firms were ranked based on various qualitative and quantitative factors, including assets managed, the size and experience of teams, regulatory records of the advisors and firms, technology spending, staff diversity, organic and M&A growth, client segmentation as well as succession planning. In 2024, rankings calculations were adjusted to prioritize organic growth, a better measure of quality, over mergers-and-acquisitions growth, which could be distorting. In addition, to minimize the effect of sheer size, Barron’s has separated out 7 megafirms that manage 2% or more of the total assets of firms included in the rankings.
MAI paid $25,000 in 2024 to use the Barron’s logo in advertising ($20,000 in 2023, $20,000 in 2022, $15,000 in 2021, $15,000 in 2020, $15,000 in 2019, and $10,500 in 2018).
Rankings do not predict future performance, and there is no guarantee of continued success.
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