Mission Wealth is proud to announce that we have been named to the 2025 Fortune Best Workplaces in Financial Services & Insurance™ list (Small and Medium), ranking #6 nationwide. This marks the sixth time our firm has received this honor from Fortune and the Great Place to Work® Institute.
This recognition celebrates organizations that cultivate outstanding workplace cultures rooted in trust, inclusion, and employee engagement—qualities that directly reflect how we serve our clients and the communities we support.
A Legacy of Recognition
Mission Wealth has been recognized on the Fortune Best Workplaces in Financial Services & Insurance™ list six times, demonstrating the consistency of our people-first culture and our commitment to fostering an environment where employees thrive both personally and professionally.
This accolade follows closely on the heels of our recent recognition on the 2025 Fortune Best Medium Workplaces™ list and our renewed status as Great Place to Work® – Certified™ (July 2026). Together, these distinctions highlight our ongoing dedication to excellence in both culture and service.
A Message from Our President
Dannell Stuart, President of Mission Wealth, shared:
“To be ranked #6 on the Fortune Best Workplaces in Financial Services & Insurance™ list is an incredible honor. Our team’s passion, dedication, and collaborative spirit are the driving forces behind this recognition. We are proud to foster a culture where our employees feel valued, inspired, and empowered to deliver caring service to our clients.”
Looking Ahead
At Mission Wealth, we believe that a thriving workplace fuels innovation, strengthens client relationships, and enriches the communities we serve. As we celebrate this recognition, we will continue to invest in creating an environment where people feel supported and connected.
Interested in joining a nationally recognized workplace?
Explore our opportunities and join our Mission Wealth Talent Community today.
About Fortune and How the List is Determined
Rankings for the Fortune Best Workplaces in Financial Services & Insurance™ list are based on confidential employee feedback collected
through the Great Place To Work® Trust Index™ survey, which measures trust, fairness, pride, and camaraderie across organizations. Companies must be Great Place To Work Certified™ to qualify, and winners represent the organizations where employees consistently report a positive and inclusive culture. Learn more about the methodology here.
Financial Guidance For Your Life Journey
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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 meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00791465 09/25
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