MAI Acquires Waypoint Wealth Counsel
MAI Capital Management (“MAI”) announced, on August 17, 2026, its acquisition of Waypoint Wealth Counsel (“Waypoint”). Under the terms of the transaction, Waypoint founders Brad McGrew and Matthew Woods will continue to lead Waypoint. Terms of the transaction were not disclosed.
MAI, headquartered in Cleveland, Ohio, is a registered investment advisor and wealth management firm providing wealth management and financial planning services. As of June 30, 2026, MAI managed approximately $80.4 billion in total assets.
Waypoint, based in Atlanta, Georgia, is a fee-only registered investment advisor providing financial planning, investment management and financial advisory services. Waypoint manages approximately $490 million in assets under management. Colchester Partners served as financial advisor to Waypoint in the transaction.
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