Preparing to celebrate its 50th anniversary this year, MAI Capital Management has grown by at least 170% since 2017 while maintaining an impressive level of client service, adding capabilities and developing a strong acquisition model.
United Advisor Group, which launches with $750 million in AUM, wants Goldman's full suite of integrated wealth management services, including alternative investments and asset-backed lending.
The IBD reported a slowdown in recruited assets in 2022, although its traditional independent advisor channel had a strong quarter.