MAI Capital Management, which oversees $69 billion in total assets, has acquired Lowe Wealth Advisors (LWA), a boutique, family-led Maryland RIA with $527 million in assets under management.

MAI Capital Management ("MAI"), a registered investment advisor (RIA) focused on empowering clients to simplify, protect and grow their wealth, today announced the acquisition of Lowe Wealth Advisors ...

The deal in Maryland adds a decades-old planning practice, led by a father-son tandem, to MAI Capital Management's network ...

Concurrent tops asset gathering record in 2025, with a total of $30 billion across wealth and retirement, as it advocates for ...

A Columbia wealth management firm founded more than 40 years ago by a father who brought his son into the business has joined ...

Peter Tiboris reveals how Park Avenue Capital scaled to $4B within Northwestern Mutual through strategic growth and client ...