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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.

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MAI Buys Wiener Financial Management

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

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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.

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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.

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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.

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