Columbia, Maryland, December 9, 2025
MAI Capital Management has acquired Lowe Wealth Advisors, enhancing its services and market presence in the Mid-Atlantic region. This acquisition increases MAI’s portfolio by adding 470 client households and $527 million in assets under management. With a focus on personalized wealth guidance, Lowe Wealth Advisors, led by the Lowe family since 1980, will continue to serve its diverse clientele while contributing to MAI’s strategic growth and service capabilities.
MAI Capital Management Expands in Maryland with LWA Acquisition
New Acquisition Enhances Client Services and Market Presence
Columbia, Maryland – In a significant move to broaden its footprint in the Mid-Atlantic, MAI Capital Management has successfully acquired Lowe Wealth Advisors (LWA), a family-led registered investment advisor managing $527 million in assets. This strategic acquisition adds 470 client households to MAI’s portfolio, solidifying its presence in Maryland and nearby states.
Lowe Wealth Advisors, founded in 1980 by Harold A. Lowe, CFP®, and his son, Gregory Lowe, has cultivated a reputation for personalized wealth guidance. With a diverse clientele that ranges from business owners and entertainers to trustees for foundations, LWA has also designed specialized programs aimed at enhancing financial literacy and estate planning for medical and trauma care professionals. This client-centric approach exemplifies the determination of small businesses to provide tailored solutions in today’s competitive financial landscape.
Expansion Strategy in Focus
MAI Capital Management’s acquisition of Lowe Wealth Advisors aligns perfectly with the firm’s expansion strategy within the region. Rick Buoncore, CEO of MAI, has emphasized the significance of merging firms that can deliver value to clients while allowing the organization to build meaningful scale in markets where there is potential for substantial impact. This is consistent with a broader theme of entrepreneurial innovation, where private investments and minimal regulatory interference create opportunities for growth.
Lowe Wealth Advisors’ Client Profile
The integration of LWA into MAI not only enriches its asset base but also expands its offerings. The firm has developed programs specifically tailored for a varied clientele, including business owners, entertainers, and foundations. Additionally, its initiatives for medical professionals demonstrate a commitment to addressing unique financial challenges faced by these individuals. This breadth of services positions MAI to meet the varied needs of its clients more effectively.
Continuity and Leadership
With this acquisition, all nine employees of Lowe Wealth Advisors will join the ranks of MAI. Harold and Gregory Lowe will serve as senior managing directors, ensuring a seamless transition and continued high-level service for existing clients. The presence of established leaders from LWA guarantees that the firm retains its strong client relationships built over decades, an essential aspect when firms undergo significant changes.
Previous Expansion Moves
This acquisition continues a pattern of growth for MAI Capital Management. Last November, the company acquired Court Place Advisors, based in Ellicott City, Maryland, which managed $366 million in assets. These strategic moves are part of MAI’s broader vision to enhance its national infrastructure and provide comprehensive wealth management services to a larger clientele, particularly as Maryland experiences economic growth.
Client Integration and Future Outlook
While the specific terms of the Lowe Wealth Advisors transaction were not disclosed, the anticipated integration is expected to be efficient, with both firms working closely to ensure clients experience minimal disruption. For stakeholders in Maryland’s economic landscape, this acquisition highlights an optimistic outlook towards continued growth and stability in the wealth management sector.
Conclusion
The acquisition of Lowe Wealth Advisors by MAI Capital Management not only marks a significant step in expanding service capabilities and client reach but also illustrates the resilience and innovative spirit of Maryland entrepreneurs. As local businesses like MAI continue to thrive, they contribute to a vibrant economy, and it is essential for communities to support such initiatives. Engaging with local firms and encouraging entrepreneurship can help propel the Maryland economy forward.
Frequently Asked Questions (FAQ)
What is the significance of MAI Capital Management’s acquisition of Lowe Wealth Advisors?
The acquisition adds $527 million in assets under management (AUM) and 470 client households to MAI’s portfolio, strengthening its presence in Maryland and surrounding states.
Who are the key figures involved in Lowe Wealth Advisors?
Lowe Wealth Advisors was founded in 1980 by Harold A. Lowe, CFP®, and his son, Gregory Lowe. Both will join MAI as senior managing directors.
What types of clients does Lowe Wealth Advisors serve?
Lowe Wealth Advisors serves a diverse clientele, including business owners, entertainers, trustees for foundations and endowments, and medical and trauma care professionals.
How does this acquisition fit into MAI’s expansion strategy?
This acquisition aligns with MAI’s goal of building meaningful scale in select markets, enhancing its national infrastructure, and providing comprehensive wealth management services to a broader client base.
Were the terms of the acquisition disclosed?
No, the terms of the Lowe Wealth Advisors transaction were not disclosed.
Key Features of the Acquisition
| Feature | Details |
|---|---|
| Acquiring Firm | MAI Capital Management |
| Acquired Firm | Lowe Wealth Advisors |
| Assets Under Management (AUM) | $527 million |
| Client Households | 470 |
| Location of Acquired Firm | Columbia, Maryland |
| Key Figures | Harold A. Lowe, CFP®, and Gregory Lowe |
| Roles Post-Acquisition | Senior Managing Directors at MAI |
| Strategic Importance | Strengthens MAI’s presence in Maryland and surrounding states |
| Terms of Acquisition | Not disclosed |
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