This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · City National Bank · Fidelity/NFS · Stifel
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-02-2000
- Office Locations
- 95
Office Locations
About MAI Capital Management, LLC
MAI Capital Management is an SEC-registered fiduciary RIA providing integrated wealth management and asset management for retail and institutional clients. The firm emphasizes objective advice and highly personal service backed by an in-house team and a national office footprint. Portfolios commonly use public funds and ETFs alongside alternatives; key custody relationships include Schwab and Fidelity.
Reported data analysis
What the numbers show
Between December 1, 2025 and July 2, 2026, reported AUM increased 75.8%, from $29.6B to $52.1B.
Across 5 reported observations, AUM increased 262.2% between October 21, 2022 and July 2, 2026, from $14.4B to $52.1B.
Of the latest reported AUM, 68.4% is discretionary and 31.6% is non-discretionary.
The firm reports 230 advisory representatives and 16,393 clients, or 71.3 clients per representative. That equates to $3.2M in reported AUM per client.
The profile lists 95 reported office locations and 25 years in operation. The source data was last updated on July 2, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review MAI Capital Management, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full MAI Capital Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
RICHARD JAMES BUONCORE
Chairman, Chief Executive Officer, Partner
- CRD
- #1652210
- Ownership
- Less than 5%
LESLIE DROCKTON
Chairman, General Counsel
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 12 owners & executives
Unlock allContacts
LAWRENCE SCOTT ABRAHAMS
--
- CRD
- #2493609
MATTHEW LEE ADAMS
Director, Wealth Advisor
- CRD
- #5598677
Showing 2 of 319 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $35,662,067,009 | $832,040 |
| Non-Discretionary | $16,439,185,102 | $2,891,169 |
| Total | $52,101,252,111 | $1,073,213 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
MAI Capital Management, LLC has reported separately managed account data across 10 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
MAI Capital Management, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing