MAI Capital competitors & alternatives

Boyd Watterson Asset ManagementAsset ManagementUnited States

67% match

Similar asset management company

Boyd Watterson Asset Management is a private investment firm and asset management company headquartered in Cleveland, Ohio. The firm provides fiduciary and investment services to institutional clients, government entities, and private funds.

Ameriprise Financial Services, LLCAsset ManagementUnited States

67% match

Similar asset management company

Ameriprise Financial Services is a registered investment adviser and financial services company headquartered in Minneapolis, Minnesota, offering comprehensive financial planning advice and securities.

Majority Stake In MAI CapitalAsset Management

67% match

Similar asset management company

The evidence describes Carlyle's acquisition of a majority stake in MAI Capital Management, with the deal closing effective June 4, 2026. This new investment aims to strengthen MAI's capital base and support its advisors. The acquisition valued MAI Capital Management at over $2.8 billion.

Mariner Wealth AdvisorsAsset Management

66% matchAI 16/100 ▲Green 2/100 ▲

Similar asset management company

Mariner Wealth Advisors is a wealth management firm headquartered in Overland Park, Kansas, offering financial planning and investment advisory services across multiple U.S. locations.

Mercer AdvisorsAsset ManagementUnited States

66% matchAI 20/100 ▲Green 0/100 ▼

Similar asset management company

Mercer Advisors is a fee-based registered investment adviser that provides comprehensive wealth management and family office services. Its offerings include financial planning, investment management, tax planning and preparation, estate planning, insurance solutions, and corporate trustee services.

SEI Investments CompanySEIC · Asset ManagementOaks, United States

65% matchPublicAI 30/100 ▼Green 3/100 ▲

Similar asset management company

SEI Investments Company is a publicly traded enterprise primarily focused on asset management. Leveraging its network of subsidiaries, SEI delivers a comprehensive suite of financial offerings. These encompass wealth, retirement, and investment solutions, alongside specialized asset management, asset administration, and outsourced investment processing services, in addition to general financial services and investment advisory expertise. Its extensive client roster serves a diverse array of financial entities, including private banks, independent financial advisors, investment managers, wealth management organizations, hedge fund managers, and broker-dealers. Additionally, it caters to corporations, institutional investors, various retirement schemes (both defined-benefit and defined-contribution), endowments, foundations, and non-profit organizations. Through its various entities, SEI actively manages customized client portfolios and also establishes and oversees a diverse range of mutual funds, covering equity, fixed income, and balanced strategies. Furthermore, the company directly engages in investments across public equity and fixed income markets. Its investment decisions are informed by a blend of fundamental and quantitative analytical techniques, integrating both top-down macroeconomic perspectives and bottom-up individual security analysis. Established in 1968, SEI maintains its headquarters in Oaks, Pennsylvania.

Russell Investments Global Equity PoolRIGE · Asset ManagementCanada

64% matchPublic

Similar asset management company

Russell Investments provides investment management and wealth solutions to individual investors, financial professionals, and institutional clients globally, including retirement plan sponsors, consultants, and non-profit organizations. The company offers tailored financial strategies, multi-asset portfolios, and retirement solutions across multiple international markets.

Similar asset management company

Horizon Investments provides goals-based investment management solutions, mutual funds, ETFs, and customized separately managed accounts for financial advisors. The company also offers outsourced CIO consulting, practice management services, and software tools designed to help advisors scale their practices and guide clients toward financial objectives.

Mackenzie InvestmentsFinancial Services / Asset ManagementCanada

64% match

Financial Services / Asset Management

Mackenzie Investments is a company headquartered in Toronto, Ontario, Canada. It provides global investment solutions and aims to help financial advisors meet client needs.

Allworth Management Holdings, LLCAsset ManagementUnited States

63% matchPrivate

Similar asset management company

Allworth Management Holdings provides comprehensive wealth management and financial planning services for individuals, families, and employers. The company offers customized investment management, tax planning, estate planning, insurance services, and 401(k) solutions through a fee-based fiduciary model.

Mirae Asset Financial GroupAsset ManagementSouth Korea

63% match

Similar asset management company

Mirae Asset Financial Group is a global investment and financial services group that provides wealth management, global exchange-traded funds (ETFs), venture capital, alternative investments, investment banking, asset management, securities, and life insurance services to individual and institutional clients worldwide.

Similar asset management company

D.A. Davidson & Co. is an employee-owned financial services firm providing wealth management, investment banking, equity research, capital markets, and public finance services. It serves individual and institutional investors, corporations, municipalities, and other organizations, primarily in the United States.