Wealth Management IQ and Discovery Database have compiled a list of RIAs that are experiencing outsized growth while keeping sight of their first priority: the client.
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.
Learn more about this once in a lifetime bull market for advice at WealthManagement EDGE, May 21-24, 2023 at The Diplomat Beach Resort, Hollywood, Fla. #bullmarketforadvice
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