Mission Wealth Recognized as a 2023 Fastest Growing Company

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by Matthew Adams, CEO
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October 3, 2023
Mission Wealth Fastest Growing Company 2023

Pacific Coast Business Times has honored Mission Wealth as a 2023 Top 50 Fastest Growing Company in the Tri-County Area. This is Mission Wealth’s eighth consecutive time being named to this highly competitive list, coming in this year at #12 out of 50 companies.

The 2023 Pacific Coast Business Times Fastest Growing Company list is a special section that highlights the year’s fastest growth superstars, featuring both public and private companies in the Tri-Counties.

Every year the weekly business journal compiles and announces this prestigious accolade to honor the top companies with a strong presence within its readership areas of Ventura, Santa Barbara and San Luis Obispo counties. Selection is determined by the publication’s editorial staff and is based on a variety of information, including annual revenue for the past three years, company growth and noteworthy performance data along with significant news or distinguishing events from the past year.

“Mission Wealth is honored to be named a Fastest Growing Company. Our company’s growth is a byproduct of our deep caring for our clients and our commitment to always do what is right. It is our mission to serve as many clients as we can to provide them the level of guidance and service they deserve.” said Matthew Adams, Chief Executive Officer and Managing Partner of Mission Wealth. “This ongoing growth mindset also provides our team with career advancement opportunities.”

Since 2000, our mission has been to provide caring advice that empowers families to achieve their dreams. Mission Wealth has been acting as a fiduciary since our firm’s inception, always putting our client’s best interests first. We are proud to have received industry recognition and prestigious awards. 

Mission Wealth Previous Pacific Coast Business Times Honors

Top 40 Under 40: Erika Pintard (2023), Emil Nazaretyan (2022), Wes Patton (2020), Brian Sottak (2019), Michelle Winkles (2018), Kieran Osborne (2016), Jenna Rogers (2015), Andy Penso (2009), Dannell Stuart (2008), Matthew Adams (2005), Brad Stark (2004), Seth Streeter (2002)

Top Women in Business: Dannell Stuart (2023), Jenna Rogers (2022), Renee Hennessee (2021), Dannell Stuart (2020), Tricia Fahnoe (2019), Dannell Stuart (2018), Amanda Thomas (2017), Tricia Fahnoe (2016), Dannell Stuart (2015)

Central Coast Best Places to Work: 2017-2019, 2021-2023

Award Methodology

This is a listing of public and private companies in San Luis Obispo, Santa Barbara, and Ventura counties. The list is determined based on year-over-year percentage revenue growth over the most recent three-year period. Nominations are submitted in a short survey on the Pacific Coast Business Times website. There is no fee to submit a nomination.

About Pacific Coast Business Times

Pacific Coast Business Times is the weekly business journal for Ventura, Santa Barbara and San Luis Obispo counties. A locally owned company with offices in downtown Santa Barbara, the publication is delivered to subscribers each Friday and is also available at local bookstores. For more information, visit pacbiztimes.com.

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Guidance For Your Full Financial Journey

Through our comprehensive platform and expertise, Mission Wealth can guide you through all of life's events, including retirement, investment planning, family planning, and more. You will face many financial decisions. Let us guide you through your options and create a plan.

Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisors, and proactive service. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.

To schedule a meeting with a Mission Wealth financial advisor, contact us today at (805) 882-2360.

Mission Wealth is a Registered Investment Advisor. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

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