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Sunday, October 4, 2026The Morning Brief →Sign in
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Waypoint Wealth Counsel

ATLANTA, GA
CRD: 171822
In PWD coverage since August 17, 2026 · 5 stories
$433MRegulatory AUMSEC Form ADV · Oct 3
4EmployeesForm ADV
4Deals on our tracker
Regulatory AUM · Aug 22 – Oct 3
Deal recordFull tracker →
Aug 17, 26Deal announcedMAI Capital Management · $490M — coverage
Aug 16, 26Deal announcedMAI Capital Management · $490M — coverage
Aug 13, 26Deal closedMAI Capital Management · $490M — coverage
Aug 13, 24Deal closedMAI Capital Management · $490M
PWD coverage
exit

MAI's $1B double buy lands two RIAs on a Carlyle-backed platform

The acquisition puts two planning-heavy RIAs under a Carlyle-backed umbrella, changing the ownership math for their advisors.
Deals & PE · Aug 18MAI's double RIA deal is a bet on geography
M&A · Aug 18Carlyle-backed MAI buys two RIAs and enters Atlanta
M&A · Aug 18MAI buys $490M Waypoint to enter Atlanta
The Close · Aug 17Atlanta is the new front in the RIA roll-up war
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