Mission Wealth Recognized as a 2025 Fortune Best Workplaces for Women™

In
 / 
by Dannell Stuart, CFP®, President
 / 
October 23, 2025
Mission Wealth Recognized as a 2025 Fortune Best Workplaces for Women

We’re proud to share that Mission Wealth has been recognized as one of the 2025 Fortune Best Workplaces for Women™, earning the No. 13 spot on this year’s list. This recognition reflects our continued dedication to building a culture where women feel empowered to grow, lead, and succeed.

Presented by Great Place To Work® and Fortune Magazine, this honor is especially meaningful because it’s based on the feedback and experiences of women across the country—highlighting the organizations that truly create equitable and inspiring workplaces.

Moving up from last year’s No. 17 spot, this recognition celebrates the hard work, passion, and commitment of our entire team.

Fortune Best Workplaces for Women™ 2025

“We are honored to be recognized once again among the Best Workplaces for Women,” said Dannell Stuart, President at Mission Wealth. “At Mission Wealth, we are intentional about creating an environment where all team members can lead, innovate, and make an impact. This recognition reflects the dedication of the many talented people across our firm whose voices, leadership, and collaboration continue to shape our success and inspire our future.” 

What Sets the Best Workplaces Apart

The Fortune Best Workplaces for Women list is highly selective, recognizing organizations that create meaningful, supportive experiences for women at every level. Criteria include factors such as job responsibilities, background, identity, work arrangement, and other demographic considerations, ensuring that honored companies provide fair and inclusive opportunities for all employees.

Mission Wealth is proud to be among this distinguished group that promotes gender equity in the workplace. Great Place To Work evaluated how effectively companies support women in leadership positions and advancement, using industry benchmarks from the Bureau of Labor Statistics to highlight those excelling in representation and professional growth.

Why Workplace Equity Matters

At Mission Wealth, we believe that creating a great workplace for women is part of creating a great workplace for everyone. Equity means ensuring all employees have access to the same opportunities, resources, and support to grow, lead, and succeed.

Every day, we work to foster a culture built on respect, trust, and collaboration, where women are empowered to take on leadership roles, contribute their ideas, and reach their full potential. By prioritizing equity, we create an environment where every team member can thrive and make a meaningful impact.

Continuing a Legacy of Workplace Excellence

Our recognition on the 2025 Best Workplaces in Financial Services & Insurance™ list continues a long-standing tradition of celebrating Mission Wealth’s commitment to an inclusive, empowering workplace. Each year, we strive to enhance our culture, support our team’s growth, and ensure that every employee feels valued and heard. Here’s a look at some of our recent honors from Great Place to Work® and Fortune:

Best Small/Medium Workplace™: 2025 (#28 – medium), 2024 (#21 – medium), 2023 (#2 – small), 2022 (#3 – small), 2021 (#26 – small), 2020 (#18 – small)

Best Workplace in Financial Services and Insurance™: 2025 (#6), 2024 (#5), 2023 (#14), 2022 (#17), 2021 (#31), 2020 (#18)

Best Workplaces for Millennials™: 2024 (#24)

These accolades reflect our ongoing dedication to cultivating a workplace where employees are supported, empowered, and inspired to do their best work. Every year, we aim to build on this foundation—fostering inclusion, growth, and well-being—so that our team can continue thriving and delivering exceptional service to our clients.

Looking Ahead

As we celebrate this important milestone, we also look forward. Our commitment is not just to maintain what we’ve built, but to continuously improve, innovate, and strengthen our culture. We will keep working to ensure Mission Wealth remains a place where all — especially women — can thrive, lead, and succeed.

Thank you to every woman on our team whose voice, perspective, and contributions make this recognition possible. Together, we’ll keep raising the bar.

About the Award and Ranking

The Fortune Best Workplaces for Women list is based on anonymous employee feedback collected by Great Place To Work® through the Trust Index™ survey, which evaluates leadership, fairness, support, inclusion, and growth opportunities. Eligible companies must be Great Place To Work Certified™, employ at least 50 women, have at least 20% women in non-executive management, and include one female C-suite executive. Over 605,000 survey responses from women across all roles, tenures, and backgrounds are analyzed to identify workplaces that genuinely empower women, resulting in a list that highlights companies with high-trust, high-performing cultures where women feel valued and empowered.

To learn more about the full methodology, visit Great Place To Work®.

About Great Place To Work

As the global authority on workplace culture, Great Place To Work brings 30 years of groundbreaking research and data to help every place become a great place to work for all. Its proprietary platform and Great Place To Work Model help companies evaluate the experience of every employee, with exemplary workplaces becoming Great Place To Work Certified and receiving recognition on a coveted Best Workplaces™ List.

Follow Great Place To Work on LinkedInX, and Instagram or visit greatplacetowork.com and sign up for the newsletter to learn more.

About Fortune

Fortune upholds a legacy of award-winning writing and trusted reporting for executives who want to make business better. Independently owned, with a global perspective and digital agility, Fortune tells the stories of a new generation of innovators, builders, and risk takers. Online and in print, Fortune measures corporate performance through rigorous benchmarks and holds companies accountable. Fortune creates communities by convening true thought leaders and iconoclasts — those who shape industry, commerce, and society – through powerful and prestigious lists, events, and conferences, such as the iconic Fortune 500, the CEO Initiative, and Most Powerful Women. For more information, visit fortune.com.

Financial Guidance For Your Life Journey

Talk with a financial planner about your next steps.
Contact Us Today

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

MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00810007 10/25

Let's Keep in Touch!

Subscribe for exclusive content and timely tips to empower you on your financial journey. Our communications go straight into your inbox, so you'll never miss out on expert advice that can positively impact your life.
Holding a phone looking at newsletter

Recent Insights Articles

5 Estate Planning Steps to Review Before December 31

5 Estate Planning Steps to Review Before December 31 (and Why They Matter)

October 17, 2025
Before the year ends, review your estate plan for 2025’s tax changes, updated beneficiaries, and gifting strategies. Here are five essential steps to take now...
Mission Wealth Increases Ranking on Forbes 2025 America’s Top RIA Firms List

Mission Wealth Increases Ranking on Forbes 2025 America’s Top RIA Firms List

October 2, 2025
Mission Wealth ranks #78 on Forbes 2025 America’s Top RIA Firms list, reflecting our growth, fiduciary commitment, and dedication to client success....
100125 Diversified Asset Management

Mission Wealth Announces Strategic Merger with Colorado’s Diversified Asset Management

October 1, 2025
Mission Wealth is thrilled to announce our merger with Diversified Asset Management, a financial planning firm in Boulder, Colorado....