MAI Capital Management

Concentric Wealth Management, based in Lafayette, California, is a wealth management firm dedicated to assisting clients in achieving their financial objectives. They offer personalized, attentive service, focusing on comprehensive wealth planning that encompasses a wide range of asset classes, including stocks, bonds, mutual funds, real estate, and alternative investments.

Garrison Financial Corp. is a professional services firm specializing in investment management and financial planning. They cater to a diverse clientele, including individuals, families, institutions, and charitable organizations. The company's core offerings encompass personalized investment strategies, portfolio management, retirement planning, and wealth preservation services. Their approach involves disciplined asset allocation, meticulous security selection, and strategic portfolio construction, aiming to help clients build wealth and establish enduring financial legacies across generations.

Carmichael Hill & Associates, based in Maryland, USA, specializes in comprehensive financial planning and management services. The company assists clients in achieving their financial goals by offering a range of services, including investment management, retirement planning, tax mitigation strategies, insurance analysis, and trust and estate planning.

Hyperion Partners provides financial advising services to individuals and organizations seeking to achieve their financial objectives. The organization provides personalized financial planning, investment management, and asset management techniques.

Halpern Financial, based in Ashburn, Virginia, is a professional services firm specializing in comprehensive wealth management. They offer a range of services including risk management, tax planning, consulting, retirement planning, estate planning, and investment planning, catering to both private clients and corporate executives.

Harbor Wealth Management, founded in 1988 and headquartered in Boulder, Colorado, is a wealth management firm specializing in comprehensive financial planning and investment management services for individuals, families, and small businesses. The company's portfolio is overseen by its executive management team.

WaterStone Investment Counsel helps individuals, businesses and foundations with investment management services and technical analysis.

Traverso Chambers is a financial advisory firm that provides wealth management services to individuals and businesses.

Madison Financial Advisors, Ltd. is an employee-owned investment management firm established in 2000 and headquartered in Cincinnati, Ohio, with additional offices in Leesburg, Virginia, and Bethesda, Maryland. The firm specializes in providing financial planning and consulting services primarily to high net worth individuals, as well as pension and profit-sharing plans, charitable organizations, corporations, families, trusts, estates, and family businesses. Madison Financial Advisors manages client-specific portfolios and invests in public equity and fixed income markets, utilizing fundamental analysis to guide its investment decisions. The firm also diversifies its investments through mutual funds, ETFs, closed-end funds, and private partnerships, ensuring a tailored approach to meet the unique needs of its clientele.

R. Karras Asset Management & Planning is a financial firm located in Independence, Ohio, specializing in wealth management services. The company caters to successful individuals and small business owners, offering a comprehensive range of asset management and financial planning solutions. By focusing on personalized strategies, R. Karras aims to provide guidance that empowers clients to build and manage their wealth effectively.

Wiener Financial Management is a financial advisory firm that specializes in providing comprehensive financial planning and investment management services to individuals and organizations. The company focuses on retirement planning, helping clients navigate their financial futures with tailored strategies. Wiener Financial Management emphasizes monitoring and maintaining allocation targets, diversifying investments, and managing risk while maintaining tax efficiency. By offering customized and non-proprietary solutions, the firm aims to address the unique financial needs of each client, ensuring a personalized approach to wealth management.

West Point Business Group is a professional services firm specializing in financial planning and management. They offer comprehensive solutions tailored for businesses and individuals alike, encompassing corporate retirement plan administration, personal wealth management, and executive compensation strategies. Their expertise lies in helping organizations effectively navigate and optimize their qualified and non-ququalified retirement plans, while also assisting individuals in growing and safeguarding their personal wealth.

Prime Investment Advisors is a financial services firm that provides a range of advisory services to help clients manage their finances effectively. The company offers asset management, cash flow analysis, retirement planning, education funding strategies, as well as tax and estate planning services. Prime Investment Advisors is committed to delivering independent and objective investment advice that is thoroughly researched and unbiased, ensuring clients receive tailored financial guidance to meet their unique needs.

Pareto provides financial planning and wealth management services for its high-net-worth clients. It offers a comprehensive investment universe.

Winfield Associates is a financial services firm that focuses on investment management, consulting, retirement planning, and wealth advisory services. The company serves a diverse clientele, including individual investors, endowments, foundations, business owners, professionals, and retirees. Winfield Associates aims to provide tailored financial solutions, helping clients navigate their investment strategies while offering expertise in endowment management and retirement planning. Through its comprehensive services, the firm is committed to enhancing the financial well-being of its clients.

Regal offers a complementary array of wealth management services, including goals-based investment management, tax planning, legacy planning, and assisting with both business and personal financing.

Monarch Business & Wealth Management is a financial and life management company that serves professional athletes, internationally acclaimed entertainers, and high-net-worth families. As a family office, it offers a comprehensive range of services including wealth planning, tax advisory, business planning and advisory, insurance, risk management, and estate planning. By providing tailored financial solutions, Monarch enables its clients to effectively manage their wealth and achieve their financial goals.

Investment Planning Associates offers sensible and tailored financial and investment planning services.

Queens Oak Advisors is a provider of investment advisory services that caters to high-net-worth and institutional clients. The firm specializes in wealth management and offers a range of services, including comprehensive financial planning, estate planning, retirement planning, asset allocation, and tax planning. By delivering tailored investment strategies and risk management solutions, Queens Oak Advisors aims to help clients achieve their financial objectives effectively.

Hochman Cole Investment Advisors is an investment advisory firm that specializes in providing comprehensive financial services, including investment management, risk management, tax planning, and estate planning. The firm focuses primarily on retirement planning for individuals and small businesses, delivering customized, goal-oriented financial strategies to high-net-worth individuals, families, and business owners. By offering detailed planning and investment management services, Hochman Cole aids clients in navigating market fluctuations, achieving their financial objectives, and preserving wealth for future generations.

Geier Asset Management is a financial services firm that specializes in investment advisory and management, catering primarily to high net worth individuals and families. The company offers a comprehensive range of services, including financial planning, tax planning and preparation, and retirement planning. By focusing on the unique needs of affluent clients, Geier Asset Management aims to assist them in building secure financial futures and effectively managing their wealth. Through its expertise, the firm provides tailored solutions designed to enhance financial stability and growth for its clients.

MWM Investment Consulting is a firm that specializes in providing investment management services to high-net-worth individuals, wealthy families, and charitable foundations. The company focuses on delivering tailored investment advisory, financial planning, and wealth management solutions. MWM Investment Consulting emphasizes risk management and the development of strategic investment strategies to meet the unique needs of its clients. By prioritizing personalized service and expertise, the firm aims to help clients achieve their financial goals and navigate complex investment landscapes.

Grisanti Capital Management is an independently-owned investment management firm that specializes in portfolio management. The company employs a disciplined and patient approach to the markets, focusing on long-term equity strategies to achieve success. With a commitment to proprietary research, Grisanti Capital Management aims to deliver advanced and personalized investment services tailored to help clients meet their financial goals.

J.M. Hartwell L.P., founded in 1961 and based in New York City, is a privately owned investment manager that specializes in growth stock investing. The firm primarily serves high net worth individuals and a diverse clientele, including pension plans, foundations, endowments, trusts, and mid-sized institutions. J.M. Hartwell manages client-focused equity portfolios, investing in public equity markets globally across various company sizes, including small-cap and large-cap stocks. The firm employs a disciplined, fundamental, and bottom-up approach to investment management, utilizing a combination of quantitative and fundamental analysis to create its portfolios. In-house research supports its investment decisions, with performance benchmarks set against the Russell indices and the S&P 500 Index. In December 2019, J.M. Hartwell was acquired by MAI Capital Management, LLC.

John D. Dovich & Associates is a wealth advisory firm that specializes in providing strategic financial planning services primarily for medical professionals, business owners, and family wealth entities. The firm emphasizes the importance of ongoing communication with clients, conducting periodic progress meetings, and issuing comprehensive quarterly statements that are accessible and easy to understand. Their service philosophy is built on fostering personal relationships between clients and the firm's principals. John D. Dovich & Associates offers a diverse range of services, including investment management, financial and business planning, educational assistance, retirement planning, and insurance solutions, all tailored to help clients make informed financial decisions.

MTX Wealth Management, established in 2008 and located in Reston, Virginia, was a full-service financial and investment advisory firm catering primarily to high-net-worth individuals, including professional athletes and entertainers. The firm specialized in providing comprehensive financial, tax, and investment advisory services, with two main service models aimed at either growing or preserving wealth. MTX Wealth Management was guided by an executive management team responsible for overseeing its operations and client relationships. In June 2019, the firm was acquired by MAI Capital Management, marking a significant transition in its business structure.

Applied Data Finance, LLC, operating as Personify Financial, specializes in providing loans to less-than-prime borrowers in the United States. Founded in 2014 and based in San Diego, California, the company has developed a platform that leverages advanced data science and machine learning to assess the credit risk of non-prime borrowers. This allows them to offer consumer loans and credit facilities to individuals who typically cannot access traditional financing options. Additionally, Applied Data Finance has created an Institutional Whole Loan Platform, which facilitates institutional investors in purchasing loans originated through its proprietary predictive analytics. This approach positions the company as a crucial link between underbanked consumers and capital markets.

Calfee Financial Advisors - wealth management business provides financial planning services.