MAI Capital Management

Concentric Wealth Management helps clients manage wealth and achieve financial goals with a caring and attentive personal relationship.

Garrison Financial Corp. offers investment management and financial planning services.

Carmichael Hill & Associates offers investment management, tax mitigation strategies, insurance analysis, and retirement planning services.

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 provides risk management, taxation, consulting, retirement, estate and investment planning services.

Harbor Wealth Management is a wealth management firm located in Boulder, Colorado, established in 1988. The firm focuses on delivering comprehensive financial planning and investment management services tailored to individuals, families, and small businesses. Harbor Wealth Management is overseen by an executive management team that actively manages the firm's assets, ensuring that clients receive personalized attention and expertise in aligning their financial goals with effective investment strategies.

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 based in Cincinnati, Ohio, with additional offices in Leesburg, Virginia, and Bethesda, Maryland. Established in 2000, the firm specializes in providing financial planning and consulting services primarily to high net worth individuals, pension and profit-sharing plans, charitable organizations, corporations, families, trusts, estates, and family businesses. Madison Financial Advisors manages client-specific portfolios, employing fundamental analysis to guide its investment strategies. The firm invests across public equity and fixed income markets, as well as in mutual funds, ETFs, closed-end funds, and private partnerships, ensuring a diversified approach tailored 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 firm offers a comprehensive range of asset management and financial planning solutions tailored for successful individuals and small business owners. With a focus on personalized strategies, R. Karras Asset Management & Planning aims to provide clients with effective guidance in building and managing their wealth.

Wiener Financial Management offers comprehensive financial advisory and investment management services for individuals and organizations. The firm specializes in financial planning, retirement planning, and investment planning, focusing on creating customized solutions that cater to each client's unique needs. Their services include monitoring and maintaining allocation targets, diversifying investments, assessing risk, and ensuring tax efficiency. Through a personalized approach, Wiener Financial Management aims to help clients achieve their financial goals while providing clear and informed guidance.

West Point Business Group is a financial services firm specializing in corporate retirement plans and personal wealth management. The company provides a range of services designed to facilitate the growth and protection of wealth, including management of qualified and non-qualified retirement plans, as well as executive solutions. By focusing on both corporate and individual client needs, West Point Business Group aims to help organizations and individuals effectively manage their financial futures.

Prime Investment Advisors is a financial advisory firm that provides a range of services aimed at helping clients manage their financial well-being. The firm specializes in asset management and offers expertise in cash flow management, retirement planning, education funding, tax planning, and estate planning. By focusing on independent and objective investment advice, Prime Investment Advisors ensures that its recommendations are well-researched and free from bias, allowing clients to make informed financial decisions tailored to their individual 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 and wealth advisory. The company serves a diverse clientele, including individual investors, business owners, professionals, retirees, endowments, and foundations. Its offerings encompass retirement planning, private wealth advisory services, and tailored endowment solutions, aimed at helping clients achieve their financial goals and secure their financial futures.

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. The firm provides a comprehensive range of services, including wealth planning, tax advisory, business planning, insurance, risk management, and estate planning. By offering tailored solutions, Monarch aims to assist clients in achieving their financial objectives and effectively managing their wealth.

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

Queens Oak Advisors is a firm that specializes in wealth management and investment advisory services for high-net-worth individuals and institutional clients. The company provides a range of financial services, including comprehensive financial planning, estate planning, retirement planning, asset allocation, and tax planning. By offering tailored solutions, Queens Oak Advisors aims to help clients achieve their financial objectives and effectively manage risk in their investments.

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 primarily focuses on retirement planning for individuals and small businesses, offering personalized, goal-oriented financial strategies. Hochman Cole assists high-net-worth individuals, families, and business owners in navigating market fluctuations, achieving their financial objectives, and preserving wealth across generations. Through its tailored approach, the firm aims to ensure clients are well-prepared for their financial futures.

Geier Asset Management specializes in providing comprehensive financial services to wealthy individuals and families. The firm offers investment advisory and management, financial planning, tax planning and preparation, as well as retirement planning services. By focusing on high net worth individuals, Geier Asset Management aims to assist clients in building secure financial futures through tailored strategies and expert guidance.

MWM Investment Consulting specializes in investment management services aimed at high-net-worth individuals, wealthy families, and charitable foundations. The firm offers a range of services, including investment advisory, financial planning, and wealth management, with a focus on risk management and developing strategic investment strategies tailored to meet the unique needs of its clients.

Grisanti Capital Management is an independently-owned investment management firm that specializes in portfolio management. The firm adopts a disciplined and patient approach to the markets, concentrating on two long-term equity strategies. By leveraging proprietary research, Grisanti Capital Management provides advanced and personalized investment services designed to assist clients in achieving their financial goals.

J.M. Hartwell L.P. is a privately owned investment manager based in New York City, specializing in growth stock investing. Established in 1961, the firm primarily serves high net worth individuals, as well as pension plans, foundations, endowments, and a variety of institutional clients. J.M. Hartwell manages separate client-focused equity portfolios, investing in public equity markets worldwide. The firm employs a disciplined, fundamental, bottom-up approach, utilizing both quantitative and fundamental analysis to construct its portfolios. Performance benchmarks include the Russell indices and the S&P 500 Index, with in-house research playing a crucial role in the investment process. In 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 firms. The firm emphasizes ongoing communication with clients, conducting periodic progress meetings, and providing comprehensive quarterly statements. Its service offerings include investment management, retirement planning, business planning, education planning, and insurance planning, all designed to assist clients in making informed financial decisions. The personal relationships between clients and the firm's principals are central to its service philosophy, ensuring tailored support and advice to meet individual client needs. In June 2019, John D. Dovich & Associates was acquired by MAI Capital Management, LLC.

MTX Wealth Management, based in Reston, Virginia, was a full-service financial and investment advisory firm established in 2008. The firm specialized in providing comprehensive financial, tax, and investment advisory services to high-net-worth individuals, including professional athletes and entertainers. MTX Wealth Management offered two primary service models: one aimed at wealth accumulation and the other focused on wealth preservation. The management and governance of the firm’s assets were overseen by an executive management team. In June 2019, MTX Wealth Management was acquired by MAI Capital Management, expanding its capabilities and resources.

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.