Companies similar to MAI CAPITAL MANAGEMENT
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  • mai.capital
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MAI Capital Management ("MAI") is a full service wealth manager and registered investment advisor... MAI Capital Management is a fee-based wealth management firm providing planning and investment advisory services. Our recommendations are objective..

Relevance: 31.836351
  • www.maiinvest.com
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MAI Investment Management provides targeted investment solutions to financial advisors and institutions and is a division of MAI Capital Management, LLC an SEC registered investment advisor founded in 1973 and headquartered in Cleveland, Ohio. The..

Relevance: 26.239937
  • rexfordcapital.com
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Rexford Capital was founded by Robert Rexford CFP®, a financial planner and portfolio manager, who has provided financial advice and wealth management services to affluent clients since 1990. Robert has created a team of fiduciaries, attorneys,..

Relevance: 24.724302
  • flightcapitalmanagement.com
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Flight Capital Management, LLC is a registered investment Adviser providing individuals with an ongoing blend of wealth... Flight Capital Management, LLC ("Flight Capital") is an Investment Adviser registered in the states of Washington and Oregon...

Relevance: 24.249851
  • salt-capital.com
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Salt Capital Group, Inc. and its affiliates - Salt Capital USA, Salt Capital Globe Securities, Salt Capital Investment Management, Salt Capital Wealth Management, and Salt Capital Partners, plus Salt Capital Macro Fund LP, Salt Capital Gallant Fund..

Relevance: 24.2114
  • bwc-global.com
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Our Firm is committed to actively developing deep client understanding, relationships and accountability. BW Capital specializes in investment research and policy, financial engineering, family office strategy, governance and controls for the wealth..

Relevance: 23.899384
  • www.libra-in-c.com
Established over two decades ago, Libra Investment Capital provides ultra-high net worth investors with best in the class wealth management solutions... We at Libra Investment Capital believe that our people are our biggest asset and the backbone of..

Relevance: 23.896057
  • www.crenshawcapital.com
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Formed in 2010, Crenshaw Capital Management, LLC (CCM) is an Investment Advisory and Wealth Management Firm. Our goal is to create a portfolio which will offer clients the highest rate of return for the amount of risk taken. A personalized Investment..

Relevance: 23.895397
  • www.karpus.com
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At Karpus Investment Management (KIM), we emphasize conservative, long-term investment management with the goal of preserving your capital to help you build wealth over time. KIM is a Registered Investment Adviser* that provides Investment Advisory..

Relevance: 23.809742
  • www.argylecapitalpartners.com
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Argyle Capital Partners is a highly focused financial investment advisory firm with the singular goal of providing personalized wealth management solutions to individuals, families, small businesses and non profit organizations... Founded in 2012 in..

Relevance: 23.794355
  • mai.capital
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We take an active role in our communities in order to connect with others, pay forward our successes, and share resources. At MAI, we are servants - of our clients, of each other, and of our communities... At MAI Capital, we have built a culture of..

Relevance: 23.730873
  • www.maifoundation.org.au
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MAI Foundation is the corporate charitable partner of ICD Property, a specialist property development firm based in Melbourne, and MAI Capital, a venture capital firm with a vision to encourage entrepreneurship in Australia... MAI Foundation is..

Relevance: 23.603777
  • patientcapital.com
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PATIENT CAPITAL MANAGEMENT INC. is an independent investment counseling firm founded in 2000 with the sole purpose of preserving and growing wealth... Patient Capital Management provides discretionary investment management services to individuals..

Relevance: 23.582184
  • www.monarch-capital.com
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Monarch Capital Group, LLC is a full-service asset management and investment banking firm that specializes in identifying small- and micro-cap investment opportunities with substantial emerging-growth potential... Founded a decade ago, Monarch..

Relevance: 23.541327
  • cdr-capital.com
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CdR Capital is an independent investment business with wealth management and asset management capabilities... CdR Capital is independently owned and managed. Our investment decisions are based clearly on the goals of our clients. Our business aims..

Relevance: 23.530237
  • capitalwealthalliance.com
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Capital Wealth Alliance is a comprehensive RIA that strives to create sustainable generational prosperity through partnership, education, and a comprehensive approach to Wealth Planning, Implementation, and Management... Capital Wealth Alliance is a..

Relevance: 23.441536
  • www.edgemoorinv.com
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Edgemoor Investment Advisors, Inc. is a wealth management firm providing investment management and financial planning services to individuals and families, trusts, retirement plans, non-profit organizations, and foundations. We focus on long-term..

Relevance: 23.403826
  • institutionalxchange.com
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Institutional Xchange platform is a division of FPL Capital Management, an SEC Registered Investment Advisor providing wealth management services to high-net worth individuals and families since 1997. FPL Capital Management currently manages $540..

Relevance: 23.393003
  • www.inspiredwealthcoaching.com.au
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Is to see a world of people living on purpose with financial abundance. Inspired Wealth Coaching is owned by Mai Mai Lin, a Certified Coach, Demartini Method Facilitator and Financial Professional... Is to educate and empower a community of people..

Relevance: 23.344234
  • www.waterwayscapital.com
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Waterways Capital is a Melbourne-based investment consultancy business. Waterways provides a wide range of investment management and research services to wealth managers and family offices...

Relevance: 23.221136
  • www.ashtreewealthgroup.com
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Ashtree Capital is in partnership with accredited investors, private wealth groups and investment funds... Ashtree Capital is a capital-investment management, and as part of Ashtree Wealth Group Inc. that officially launched in 2021. We share a..

Relevance: 22.97105
  • www.wisewealthmgmt.com
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Wise Wealth Management is an independent Registered Investment Advisor providing families and businesses guidance to make the most of their financial future... Wise Wealth Management is a Registered Investment Adviser. Advisory services are only..

Relevance: 22.847643
  • www.isola-capital.com
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Today, Isola Capital is an institutional grade asset management platform serving first through to multi-generational family offices and UHNW investors. Through our private asset management structure with access to evergreen capital, Isola Capital..

Relevance: 22.688435
  • capitalmgmnt.com
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We ask about our client's goals and help evaluate them. We analyze each client's financial profile, lifestyle objectives and attitude toward risk, and then develop a suitable wealth management plan. To execute the plan, we leverage the intellectual..

Relevance: 22.580498
  • woodgundyadvisors.cibc.com
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Rowan-Legg Wealth Management has been helping high net worth individuals, charitable institutions and small businesses in Canada since 1996. Our reputation is built on our client-focused investment process, proactive client service and consistent..

Relevance: 22.401457
  • www.fingerlakeswm.com
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Investment Advisory Services offered through Fingerlakes Wealth Management, Inc., a Registered Investment Advisor. Licensed to do business in: NY, FL, CA, PA, and TX. SEC registered in NY. Fingerlakes Wealth Management, Inc. is a Registered..

Relevance: 22.395794
  • daracapital.com
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Dara Capital US, Inc. is a fully owned subsidiary of Zurich-based Dara Capital Ltd., which was founded in 2007 by expert investment professionals and reputable Swiss entrepreneurial families... Dara Capital provides investment advisory and wealth..

Relevance: 22.35275
  • www.cardona.capital
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Cardona Capital is an investment advisory firm that applies a diversified investment philosophy to portfolio management, aiming to strike a balance between preserving wealth and generating compound growth... Cardona Capital and its principal act as..

Relevance: 22.260818
  • www.leowealth.com
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LeoGroup, BFT Financial Group and The Capital Company merge to become Leo Wealth, providing comprehensive Family Office, Investment, Wealth Management and Tax Strategies services to Global Citizens everywhere...

Relevance: 22.249205
  • www.carraracap.com
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Carrara Capital is an Australian-based investment management firm founded in 2022, by a highly experienced group of investment professionals, with a history of success in working across top-tier investment banks, wealth managers, accounting firms and..

Relevance: 22.229725