We are thrilled to share that MAI Capital has two advisors ranked on the 2025 Barron’s Top 1200 Advisors list.
- Patrick Gingras ranked 35th in Connecticut.
- Marla Petti ranked 19th in Ohio.
MAI Capital Management remains committed to empowering clients to simplify, protect, and grow their wealth. We are proud of our team members who have been acknowledged by Barron’s and who exemplify our three pillars to take care of clients, each other, and the community.
You can view the full list here.
On March 7, 2025, Patrick Gingras ranked 35th out of 36 advisors in Connecticut. On March 7, 2025, Marla Petti ranked 19th out of 30 advisors in Ohio.
Information provided was based on data as of September 30, 2024. MAI does not pay a fee to be considered for an award or to participate in rankings.
The rankings are based on data provided by over 7,000 of the nation’s most productive advisors. Factors included in the rankings: assets under management, revenue produced for the firm, regulatory record, and quality of practice. Barron’s also considers a wide range of qualitative factors, including the advisors’ experience; their advanced degrees and industry designations; the size, shape, and diversity of their teams; their charitable and philanthropic work; and their compliance records. Investment performance isn’t an explicit component because not all advisors have audited results and because performance figures often are influenced more by clients’ risk tolerance than by an advisor’s investment-picking abilities. The rankings are meant as a starting point for clients looking for an advisor; it can help investors narrow a search.
Link to methodology page: https://www.barrons.com/advisor/articles/barrons-methodology-for-ranking-financial-advisors-c4831b04
Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance results. These rankings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.
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