LPL Financial LLC announced today that financial advisor Mai Park, CPWA®, has joined LPL’s employee advisor channel, Linsco by LPL Financial, aligning with existing firm Pence Wealth Management, to ...

RayJay's latest additions bolster its independent advisor channel's presence across Pennsylvania, Florida, and Washington.

MAI Capital Management, a registered investment advisory firm headquartered in Cleveland, has partnered with global fintech platform iCapital, aimed at scaling its custom alternatives investment ...

MAI Capital Management, a fee-based registered investment advisor in Cleveland that specializes in serving professional athletes and entertainers, said it has expanded its footprint in Ohio and ...

CLEVELAND--(BUSINESS WIRE)--MAI Capital Management, LLC (“MAI”), a registered investment adviser specializing in comprehensive investment and financial planning for high-net-worth individuals ...

Registered investment adviser MAI Capital Management has announced the acquisition of a financial management firm near Washington, D.C. Terms of the acquisition of Potomac, Maryland-based Wiener ...

MAI Capital Management today announced the acquisition of Traverso Chambers Private Wealth Management, a Santa Rosa, Calif.-based firm with $549 million in assets under management. The deal is the ...

MAI Capital Management, a Cleveland, Ohio-based registered investment adviser managing $14.4 billion, has acquired Winfield Associates, an RIA firm managing over $368 million also based in Cleveland.