The deal in Maryland adds a decades-old planning practice, led by a father-son tandem, to MAI Capital Management's network ...
MAI Capital Management is acquiring Halpern Financial, a $1.2 billion fee-only RIA with offices in Virginia and Maryland, while also operating in Naples, Fla. It’s the firm’s eighth acquisition this ...
MAI Capital Management has acquired Evoke Advisors to create a registered investment advisor with roughly $60 billion in assets under management. Prior to the transaction, MAI, headquartered in ...
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