{"id":4436,"date":"2025-04-14T12:20:14","date_gmt":"2025-04-14T17:20:14","guid":{"rendered":"https:\/\/mai.capital\/?post_type=resources&#038;p=4436"},"modified":"2025-04-30T16:21:24","modified_gmt":"2025-04-30T21:21:24","slug":"forbes-best-in-state-wealth-advisor","status":"publish","type":"resources","link":"https:\/\/mai.capital\/resources\/forbes-best-in-state-wealth-advisor\/","title":{"rendered":"MAI Advisors Named to the Forbes Best-in-State Wealth Advisor List"},"content":{"rendered":"\n<p>We are thrilled that MAI Capital has multiple advisors ranked on the 2025 Best-In-State Wealth Advisor list by Forbes.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/mai.capital\/team\/rick-buoncore\/\">Rick Buoncore<\/a>, Executive Chairman \u2013 Ranked 8<sup>th<\/sup>\u00a0in Ohio \u2013 State.<\/li>\n\n\n\n<li><a href=\"https:\/\/mai.capital\/team\/patrick-gingras\/\">Patrick Gingras<\/a>, Regional President &amp; Market Leader \u2013 Ranked 44<sup>th<\/sup>\u00a0in Connecticut \u2013 High Net Worth.<\/li>\n\n\n\n<li><a href=\"https:\/\/mai.capital\/team\/tom-lalley\/\">Tom Lalley<\/a>, Senior Wealth Advisor &amp; Team Leader, Ranked 66<sup>th<\/sup> in Ohio \u2013 Cincinnati<\/li>\n\n\n\n<li><a href=\"https:\/\/mai.capital\/team\/albie-macdonald\/\">Albie MacDonald<\/a>, President, Advisory Referral Group \u2013 Ranked 15<sup>th<\/sup>\u00a0in Florida \u2013 Jacksonville Area<\/li>\n\n\n\n<li><a href=\"https:\/\/mai.capital\/team\/joan-malloy\/\">Joan Malloy<\/a>, Group Head National Family Office &amp; Regional President \u2013 Ranked 33<sup>rd<\/sup>\u00a0in Missouri \u2013 St. Louis.<\/li>\n\n\n\n<li><a href=\"https:\/\/mai.capital\/team\/joe-mclean\/\">Joe McLean<\/a>, Managing Partner, Family Office \u2013 Ranked 15<sup>th<\/sup> in California \u2013 Northern CA (Private Wealth)<\/li>\n\n\n\n<li><a href=\"https:\/\/mai.capital\/team\/andrew-meyer\/\">Andy Meyer<\/a>, Senior Wealth Advisor \u2013 Ranked 63<sup>rd<\/sup>\u00a0in California \u2013 Southern California (High Net Worth).<\/li>\n\n\n\n<li><a href=\"https:\/\/mai.capital\/team\/steve-rudolph\/\">Steve Rudolph<\/a>, Senior Wealth Advisor &amp; Team Leader \u2013 Ranked 54<sup>th<\/sup>\u00a0in Ohio \u2013 State.<\/li>\n\n\n\n<li><a href=\"https:\/\/mai.capital\/team\/steve-trax\/\">Steve Trax<\/a>, Co-President Sports &amp; Entertainment, Ranked 21<sup>st<\/sup> in Virginia \u2013 North<\/li>\n<\/ul>\n\n\n\n<p>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 Forbes and who exemplify our three pillars to take care of clients, each other, and the community.<\/p>\n\n\n\n<p>You can view the full Forbes Best-In-State Wealth Advisors list: <a href=\"https:\/\/www.forbes.com\/lists\/best-in-state-wealth-advisors\/\">https:\/\/www.forbes.com\/lists\/best-in-state-wealth-advisors\/<\/a>.<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p>On April 8, 2025, Rick Buoncore ranked 8<sup>th<\/sup> out of 221 advisors listed in Ohio \u2013 State, Patrick Gingras ranked 44th out of 176 in Connecticut \u2013 High Net Worth, Tom Lalley ranked 66<sup>th<\/sup> out of 83 advisors in Ohio \u2013 Cincinnati, Albie MacDonald ranked 15th out of 49 in Florida \u2013 Jacksonville Area, Joan Malloy ranked 33<sup>rd<\/sup> \u00a0out of 101 in Missouri \u2013 St. Louis, Joe McLean ranked 15<sup>th<\/sup> out of 80 advisors in California \u2013 Northern CA (Private Wealth), Andy Meyer ranked 63<sup>rd<\/sup> out of 180 in California \u2013 Southern California (HNW), Steve Rudolph ranked 54<sup>th<\/sup> out of 221 in Ohio \u2013 State, and Steve Trax ranked 21<sup>st<\/sup> out of 135 advisors in Virginia \u2013 North.<\/p>\n\n\n\n<p>Information provided was based on data as of June 30, 2024. MAI does not pay a fee to be considered for an award or to participate in rankings.<\/p>\n\n\n\n<p>The Forbes ranking of Best-In-State Wealth Advisors, developed by&nbsp;<a href=\"https:\/\/www.forbes.com\/sites\/rjshook\/2024\/04\/03\/methodology-best-in-state-wealth-advisors-2024\/?sh=571e0c9f3fa4\" target=\"_blank\" rel=\"noreferrer noopener\">SHOOK Research<\/a>, is based on an algorithm of qualitative criteria learned through telephone, virtual and in-person due diligence interviews, and quantitative data such as revenue trends and assets under management. The algorithm additionally weighs factors such as service models, compliance records and industry experience, and focuses on those that encompass best practices in their approach to working with clients. All advisors that are considered have a minimum of seven years experience. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. For more information on SHOOK Research methodology, please&nbsp;<a href=\"https:\/\/www.forbes.com\/sites\/rjshook\/2025\/04\/08\/methodology-forbes-americas-top-wealth-advisors-2025\/\">click here.<\/a><\/p>\n\n\n\n<p>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\u2019s evaluation.<\/p>\n\n\n\n<p>By clicking on the above links, you will leave MAI\u2019s site and will be directed to a third-party site which MAI does not endorse and is not affiliated. Some third-party sites require registration or subscription to view content.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>On April 8, 2025, Rick Buoncore ranked 8th out of 221 advisors listed in Ohio \u2013 State, Patrick Gingras ranked 44th out of 176 in Connecticut \u2013 High Net Worth, Tom Lalley ranked 66th out of 83 advisors in Ohio \u2013 Cincinnati, Albie MacDonald ranked 15th out of 49 in Florida \u2013 Jacksonville Area, Joan Malloy ranked 33rd  out of 101 in Missouri \u2013 St. Louis, Joe McLean ranked 15th out of 80 advisors in California \u2013 Northern CA (Private Wealth), Andy Meyer ranked 63rd out of 180 in California \u2013 Southern California (HNW), Steve Rudolph ranked 54th out of 221 in Ohio \u2013 State, and Steve Trax ranked 21st out of 135 advisors in Virginia \u2013 North. Information provided was based on data as of June 30, 2024. MAI does not pay a fee to be considered for an award or to participate in rankings.<\/p>\n","protected":false},"author":8,"featured_media":9800,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"_acf_changed":false,"content-type":"","footnotes":""},"tags":[],"resources_category":[10],"evoke_category":[],"evoke_tag":[],"class_list":["post-4436","resources","type-resources","status-publish","format-standard","has-post-thumbnail","hentry","resources_category-rankings"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.6 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>MAI Advisors Named to Forbes Best-in-State Wealth Advisor List<\/title>\n<meta name=\"description\" content=\"We are thrilled that MAI Capital has multiple advisors ranked on the 2025 Best-In-State Wealth Advisor list by Forbes.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" 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