Mission Wealth is proud to announce its inclusion in Newsweek’s America’s Top Financial Advisory Firms 2025 list with a five-star rating. This marks the firm’s first appearance on the annual ranking, a testament to its unwavering commitment to providing clients with expert, transparent, and personalized financial guidance.
Trust and expertise have never been more critical in today’s complex financial landscape. According to Newsweek’s data, over 77% of Americans feel uncertain about their financial future, and the demand for firms that deliver comprehensive solutions and a client-first approach is growing. Mission Wealth is honored to be recognized as a leader in meeting this demand, offering innovative strategies to empower individuals and families to navigate their financial journeys confidently.
Read the full list on Newsweek’s website.
Mission Wealth’s Commitment to Excellence
Since its founding, Mission Wealth has been dedicated to delivering personalized financial solutions that go beyond numbers. With a client-centric approach and a robust suite of services—including investment management, estate planning, and tax strategies—the firm is uniquely positioned to help clients thrive in every stage of life.
“At Mission Wealth, our goal has always been to empower our clients with the tools and guidance they need to achieve their financial aspirations,” said Matthew Adams, CEO of Mission Wealth. “Being recognized by Newsweek as one of America’s Top Financial Advisory Firms is a reflection of the trust our clients place in us and the expertise of our dedicated team.”
Read more about Mission Wealth’s awards and rankings here.
About the Newsweek Ranking
Developed in collaboration with Plant-A Insights Group, Newsweek’s America’s Top Financial Advisory Firms 2025 recognizes the top 750 Registered Investment Advisors (RIAs) out of over 15,000 firms registered with the SEC. Firms were evaluated on key metrics, including:
- Asset Performance: Growth in assets under management (AUM), reflecting both financial performance and client trust.
- Client Performance: Retention and growth of the client base, a hallmark of strong relationships and advisory success.
- Advisor Expertise: Credentialed expertise and client-to-advisor ratios, ensuring personalized attention.
- Service Offerings: The breadth of services provided, including financial planning and pension consulting.
- Absence of Conflicts: Commitment to fiduciary responsibility and minimizing conflicts of interest.
This rigorous evaluation process highlights firms that go beyond the basics, demonstrating a clear dedication to helping clients achieve financial clarity, growth, and peace of mind. Mission Wealth did not pay any fee for the inclusion on this list. Please read the full methodology and disclaimers on the Plant-A website.
Looking Ahead
As Mission Wealth approaches its 25th year of service in 2025, this recognition reinforces its commitment to delivering exceptional service while maintaining its personalized, white-glove approach. For more information about Mission Wealth and its award-winning services, please visit www.missionwealth.com or contact our team here or at info@missionwealth.com.
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 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.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00645182 11/24
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