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MAI Capital acquires Waypoint Wealth Counsel

PRIVATEAug 17, 2026•about 4 hours ago

Acquiring Company

MAI Capital Management

Acquired Company

Waypoint Wealth Counsel

AtlantaFinancial ServicesFinanceLendingConsulting

Description

MAI Capital Management has acquired Waypoint Wealth Counsel to expand its presence in the Atlanta market. Waypoint brings approximately $490 million in assets under management and serves over 100 households. This acquisition marks MAI's strategic growth in the Southeast region. The merger enhances MAI's capability to offer comprehensive financial services.

Company Information

Company

MAI Capital Management

About

MAI Capital Management (“MAI”) is a fee-based registered investment adviser and wealth management firm based in Cleveland, with additional offices in Cincinnati, OH, Ponte Vedra Beach, FL, Nashua, NH, Irvine, CA, Reston, VA, Little Rock, AR, Naples, FL, New York City and St. Louis and a presence in Columbus, OH and Miami. As of Aug. 31, 2021, MAI’s assets under management totaled $11.8 billion. The firm also provides comprehensive investment management and planning services to high-net-worth individuals, families and athletes. MAI is led by Managing Partner Rick Buoncore. For more information, please visit www.mai.capital.

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Integration timeline

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Frequently asked

Who acquired Waypoint Wealth Counsel?

Waypoint Wealth Counsel was acquired by MAI Capital Management. The deal was reported on August 17, 2026. MAI Capital Management is privately held.

When did MAI Capital Management acquire Waypoint Wealth Counsel?

MAI Capital Management's acquisition of Waypoint Wealth Counsel was reported on August 17, 2026. MAI Capital Management has acquired Waypoint Wealth Counsel to expand its presence in the Atlanta market. Waypoint brings approximately $490 million in assets under management and serves over 100 households. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.

What does Waypoint Wealth Counsel do?

Waypoint Wealth Counsel is a wealth management firm that helps clients manage their financial assets. They focus on providing tailored financial advice and investment management services. Waypoint aims to guide clients towards achieving their financial goals. It is privately held, operating in Financial Services, and is based in Atlanta.