Financial Independence

Marriage & Partnership

Motherhood

Career Growth

Divorce or Widowhood

Inheritance

Find Potential Gaps in Your Financial Strategy.

Answer the 6-question assessment to see where you stand and identify a clear next step.

1/7

Investable Wealth

As you enter this next chapter, approximately how much investable wealth are you responsible for managing?

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2/7

Potential Risk in Your Current Accounts

After your transition, did you review how your accounts are titled — including whose name is on your investment accounts, property deeds, and bank accounts — and whether that still serves your interests?

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3/7

The Gap Between Assets and Actual Liquidity

Do you know the difference between your net worth on paper and the cash you can actually access without triggering taxes, penalties, or selling at a loss?

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4/7

The Documents That Still Have the Wrong Name on Them

Beyond your will, have you reviewed who is listed as your power of attorney, healthcare proxy, and contingent beneficiary on life insurance policies and retirement accounts?

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5/7

The Tax Consequences You Might Not Have Considered

Has anyone modeled how your tax situation changes this year and next — including the impact of a new filing status, different income sources, or the sale/transfer of assets?

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6/7

The Insurance Safety Net You Might Have Lost

If your health insurance, life insurance, disability coverage, or long-term care plan was connected to a spouse, an employer, or a previous life structure — do you know what's still in place and what isn't?

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7/7

The Retirement Timeline That May No Longer Work

Has anyone recalculated your retirement timeline based on your current income, your assets as they stand today, and the fact that — statistically — you may need your money to last 25–30+ years?

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Almost There!

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On July 9, 2026, MAI ranked 12th out of 360 firms on the Financial Advisor Magazine America's Top RIA Ranking in the asset category $1 billion and over and 5th on their Top 50 Fastest Growing Firms ranking with data as of December 31, 2025. MAl does not pay a fee to be considered for an award or to participate in rankings; however, MAI paid $3,465 for marketing usage of the Financial Advisor Magazine RIA Ranking logo. Click here for more details.

On September 12, 2025, MAI Capital Management ranked 17th out of 100 firms on the Barron’s Top RIA Firms list (19th out of 100 in 2024, 27th out of 100 in 2023, 26th out of 100 in 2022, 31st out of 100 firms in 2021, 36th out of 100 firms in 2020, 26th out of 50 firms in 2019, and 39th out of 50 in 2018). To be considered, applicants were required to complete a detailed survey of more than 100 questions, based on information provided as of June 30, 2025, with the firm’s ADV informing the majority of responses. Firms were also required to meet a number of other specified requirements to be eligible for inclusion. Barron’s evaluated 199 submissions from pre-qualified firms. Firms were ranked based on assets managed by the firms, growth, technology spending, succession planning, and other metrics. In 2024, rankings calculations were adjusted to prioritize organic growth, a better measure of quality, over mergers-and-acquisitions growth, which could be distorting. For their list of mega RIAs, they selected firms that manage 2% or more of the total assets of all ranking applicants with a threshold of $70 billion in assets.