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RIA Roundup: CI Financial Sells Stake in Boston RIA to Pay Down Debt

More than $5B in transacted assets was announced this week as Captrust, Allworth, Wealth Enhancement Group, Sanctuary and MAI all made M&A moves.

United statesOrange countyNew yorkKansas citySouth dakotaKenneth shayKeith bowlesGoldman sachDan westinPatrick mcdonaldBig fourDonald warnerMcdaniel knutsonSteve traxJames corriganBrent boden

MAI Buys Wiener Financial Management

WFM offers financial and retirement planning and investment management services for high-net-worth individuals and families.

Steve traxBruce wienerWiener financialFinancial management

MAI Capital acquires Maryland s Wiener Financial Management | Crain s Cleveland Business

Wiener Financial Management of Potomac, Maryland, has become part of MAI, a registered investment adviser based in Independence. The acquisition adds about $120 million in assets under management to MAI.

United statesBruce wienerSteve traxGalway holdingsMaryland based wiener financial managementRich buoncore

RIA Edge 100 Growth Profile: MAI Capital Management

MAI Capital Management grew by 169% in five years, while maintaining client service, adding capabilities and developing a strong acquisition model.

Arnold palmerRick buoncoreSteve traxMark mccormackGalway holdingsMccormack advisors internationalInvestment advisors internationalForstmann littleGalway holdingInternational management groupWealth partners capital groupDiscovery database

MAI Adds Two Advisors With Combined $888M in Assets

MAI Managing Partner Rick Buoncore discusses the deals, as well as his plans to build out new trust services and 401(k) verticals at his firm.

New yorkUnited statesBarry klarbergRick buoncorePatrick gingrasSteve traxEntertainment divisionInsurance solutionsGalway holdingsLadenburg thalmannJencap holdingsReliance trust company of delawareAdvisor groupArden trust companyMonarch businessWealth management

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