Mission Wealth is proud to announce that the firm has been named to Barron’s 2026 list of the Top 100 Registered Investment Advisory (RIA) Firms, ranking #44 nationally.
This marks Mission Wealth’s sixth consecutive year earning a place on the list, reflecting the firm’s continued growth, national presence, and commitment to helping clients make confident financial decisions through comprehensive, planning-led advice.
Continuing to Raise the Standard
Each year, Barron’s recognizes leading independent advisory firms nationwide based on a range of quantitative and qualitative factors, including assets, growth, technology investment, succession planning, client retention, and other measures of firm strength.
For Mission Wealth, this recognition represents more than a national ranking. It reflects the collective work of our advisors, client service teams, investment professionals, planning specialists, and operations teams who support families across every stage of their financial lives.
As the firm continues to expand, Mission Wealth remains focused on delivering personalized guidance, deep planning expertise, and a high-touch client experience designed to help families align their wealth with their goals, values, and vision for the future.
A Message from Our CEO
“Six years on Barron’s Top 100 RIA Firms list is a milestone we are proud to celebrate, but what matters most is the consistency behind it,” said Matthew Adams, CEO of Mission Wealth. “This recognition reflects the strength of our planning-first approach, the care our team brings to every client relationship, and our continued investment in serving families in more meaningful ways. Ranking #44 nationally this year is an exciting achievement and a reminder of the responsibility we have to keep raising the bar for our clients and our industry.”
Growth with Purpose
Mission Wealth’s continued recognition comes during a period of meaningful growth for the firm. Today, Mission Wealth serves more than 5,325 client families, with more than 225 team members nationwide and approximately $17.5 billion in assets under management and assets under advisement.
As Mission Wealth grows, the firm remains committed to preserving the personalized service, collaborative culture, and client-first approach that have shaped its work for more than 25 years.
From investment management and financial planning to tax, estate, philanthropic, and behavioral wealth guidance, Mission Wealth continues to expand the depth of resources available to help clients navigate complexity and pursue what true wealth means to them.
Let’s Start the Conversation
Interested in learning how Mission Wealth can help you achieve your financial goals?
Schedule a complimentary consultation with one of our experienced advisors today.
About Barron’s Methodology
Barron’s publishes its Top 100 RIA Firms ranking annually to recognize leading independent advisory firms across the country. The ranking is based on a range of quantitative and qualitative factors, including assets managed by the firm, growth, technology spending, succession planning, client retention, staffing, and other metrics.
For more information about the ranking and methodology, please visit barrons.com. No fee was paid for consideration of this ranking.
Mission Wealth is a Registered Investment Adviser. 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.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISER. 00960403 09/26
