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Buoncore, Rick

CEO & Chairman

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Luminaries 2026

RIAs: More Than $10 Billion AUM/AUA

Luminaries 2026 Impact Statement

Rick Buoncore, Chairman and CEO of MAI Capital Management, has orchestrated one of the most disciplined and consequential M&A runs in the independent RIA industry, completing 20 acquisitions since January 2024 and growing MAI from approximately $30.3 billion in December 2024 to $74.9 billion in total assets in March 2026 across 40 offices nationwide. The centerpiece of that run is his landmark partnership with Evoke Advisors in October 2025, a transaction that added approximately $30 billion in assets and more than 100 team members, nearly doubling MAI's scale while significantly expanding its ultra-high-net-worth and family office capabilities. What sets Rick apart is not the volume of deals, but the consistency of execution. Every acquisition has been guided by a culture-first integration model that preserves advisor autonomy and client relationships across joining firms — producing near zero meaningful culture disruption or advisor attrition across 20 transactions.