Awards and Rankings at Mission Wealth
Learn more about our award-winning service, culture, team members, and philanthropic impact.
Since our founding in 2000, our dedication to serving clients and supporting our community has earned us industry recognition and numerous awards.
AdvisorHub
Barron's
Top 100 RIA Firms
Financial Advisor Magazine
Top Registered Investment Advisory Firms RIA Ranking
2011-2015, 2017-2020, 2021 (#123), 2022 (#109), 2023 (#95), 2024 (#71), 2025 (#56), 2026 (#47)
Top 50 Fastest Growing RIA Firms
2021 (#34), 2024 (#29), 2025 (#28), 2026 (#50)
Forbes
Great Place to Work® - Certified™
Inc. Best Workplaces
Inc. 5000
Fastest-Growing Private Companies
2015 (#2907), 2016 (#3094), 2017 (#3607), 2018 (#4450), 2021 (#4260), 2022 (#3858), 2023 (#3746), 2024 (#3860)
Inc. Best in Business
Prosperous and Thriving Category ($5MM-$50MM in Gross Revenue)
2022 (renewable energy)
Inc. Regionals
InvestmentNews
investor.com
Top Financial Advisor Firms in the United States
2020 (AZ, CA, CO, IL, OR, TX, WA), 2022 (AZ, CO, IL, IN, OR, WA), 2023 (AZ, IN, OR)
Pacific Coast Business Times
Top 40 Under 40
2026 Helena Gould
2025 Keaton Krutenat
2024 Shane Meares
2023 Erika Pintard
2022 Emil Nazaretyan
2020 Wes Patton
2019 Brian Sottak
2018 Michelle Winkles
2016 Kieran Osborne
2015 Jenna Rogers
2009 Andrew Penso
2008 Dannell Stuart
2005 Matthew Adams
2004 Brad Stark
2002 Seth Streeter
Fastest Growing Companies
2015 – 2025
Central Coast Best Places to Work
2017 – 2019, 2021-2025
Top Women in Business
2026 Daniele Beasley
2025 Michelle Winkles
2024 Tricia Fahnoe
2023 Dannell Stuart
2022 Jenna Rogers
2021 Renee Hennessee
2020 Dannell Stuart
2019 Tricia Fahnoe
2018 Dannell Stuart
2017 Amanda Thomas
2016 Tricia Fahnoe
2015 Dannell Stuart
Real Leaders Impact Awards
Top Impact Companies Worldwide
2023 (#141, #12 Financial Services), 2024 (#81), 2025 (#30, #6 Financial Services)
USA TODAY
Best Financial Advisory Firms
RIA Channel
Top 100 ETF Power Users
2019 (#59), 2021 (#58), 2022 (#38), 2023 (#21)
Top 50 ETF Power Users
Top 100 Wealth Managers
2019, 2020 (#82)
Women's Choice Awards
WealthManagement.com
Individual RIA Firm Leaders: Chief Marketing Officer of the Year
2025 Michelle Winkles
Receipt of the awards listed above does not indicate investment performance or guarantee future results.
For additional information on the award disclosures, please view our Award Disclosures page.