Ari
Wiener
Mai Capital Management, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Ari Wiener is a certified financial planner based in Rockville, Maryland, with a total of 2 years of relevant experience. Wiener is an employee of Mai Capital Management, LLC. Throughout their career, Wiener has worked at Nylife Securities LLC, New York Life Insurance Company, Thomaspartners, Inc, Capital One Bank, Charles Schwab Investment Advisory, Inc, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Charles Schwab Corporation, Investment Planning Associates, Inc and Mai Capital Management. Wiener has Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Maryland. Mai Capital Management, LLC is an advisory firm based out of Independence, OH. The investment advisory business has offices in 20 locations and a total of 331 advisors. It has $16 billion in assets under management between its 23,704 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 45 charitable organizations. Of its 23,704 accounts, 43% belong to high-net-worth investors who have at least $1 million in assets. The company provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Fees charged by financial advisors vary depending on which services the firm provides the client. Fees billed by Mai Capital Management, LLC most likely consist of some combination of asset-based, hourly, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Mai Capital Management, LLC Brokerage Details
$15,773,426,777
331
23,704
$665,433
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Ari Wiener Work History
Ari has been registered as a financial advisor for 2 years.*
Mai Capital Management
Investment Planning Associates, Inc
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Charles Schwab Investment Advisory, Inc
Thomaspartners, Inc
Charles Schwab Corporation
Capital One Bank
Nylife Securities LLC
New York Life Insurance Company
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Ari Wiener to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mai Capital Management, LLC
Independence, OH
Little Rock, AR
Cincinnati, OH
Rockville, MD
Ponte Vedra Beach, FL
Dublin, CA
Independence, OH
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
