MAI Capital

MAI Capital is a fee-only, SEC-registered investment advisor that has operated continuously since 1973, giving it a 50-year track record that few independent advisory firms can match. The firm positions itself as a fiduciary, meaning it is legally required to act in the client's interest, which distinguishes it from broker-dealers or dually registered firms that may face different incentive structures. The firm blends the responsiveness of a boutique with the resources of an established organization, a combination that appeals to high-net-worth families seeking personalized service without sacrificing depth of expertise.

MAI Capital's stated approach centers on objective advice, integrated wealth management, and highly personal service. For families evaluating advisory relationships, this suggests a model where financial planning, investment management, and wealth protection are handled under one roof rather than distributed across multiple specialized providers. The firm also notes a broad professional network as part of its service delivery.

Key aspects of the MAI Capital offering include:

• Fiduciary standard applied across all client relationships
• Integrated wealth management covering financial planning, investment strategy, and asset protection
• Seven advisors recognized on the Barron's Top 1,500 Financial Advisors by State list
• In-house team with both entrepreneurial and institutional characteristics
• Fifty years of continuous client service since founding in 1973

Pricing structure and minimum asset thresholds are not disclosed publicly, which requires prospective clients to engage directly before understanding cost. The site provides limited detail on specific investment strategies, asset class coverage, or technology infrastructure, so families with complex multi-entity or cross-border needs should probe these areas during due diligence. MAI Capital is best suited to high-net-worth individuals and families seeking a long-tenured, relationship-oriented advisory firm based in the United States.

• Integrated wealth management for high-net-worth individuals and families
• Investment advisory and portfolio management on a fiduciary basis
• Financial planning and goal-setting
• Wealth protection and risk management
• Long-term client relationship management

• Fiduciary standard applied to all client engagements
• Integrated wealth management across planning and investments
• Objective, conflict-free investment advice
• Access to a broad professional network
• In-house advisory team with boutique and institutional characteristics
• Market insights and quarterly investment reviews

Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO).

Highly personal service model with dedicated advisor relationships implied by firm positioning.