Awards and Rankings at Mission Wealth
Award-winning service, culture 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.
Financial Advisor Magazine
2021 (#34), 2024 (#29)
Financial Times
Forbes
2024 (IL)Â
Disclosures and Methodology
Fortune
2020 (#18), 2021 (#26), 2022 (#3), 2023 (#2), 2024 (#21)
Disclosures and Methodology
2020 (#18); 2021 (#31); 2022 (#17), 2023 (#14), 2024 (#5)
Disclosures and Methodology
2024 (#24)
Disclosures and Methodology
Great Place to Work® - Certified™
2018, 2020-2024
Disclosures and Methodology
Inc. 5000
2015 (#2907), 2016 (#3094), 2017 (#3607), 2018 (#4450), 2021 (#4260), 2022 (#3858), 2023 (#3746)
Disclosures and Methodology
Inc. Best in Business
2022 (renewable energy)
Disclosures and Methodology
Inc. Best Workplaces
Inc. Best Workplaces - Top Financial Services
2018, 2020-2024
Disclosures and Methodology
investor.com
2020 (AZ, CA, CO, IL, OR, TX, WA), 2022 (AZ, CO, IL, IN, OR, WA), 2023 (AZ, IN, OR)
Disclosures and Methodology
Pacific Coast Business Times
2017 - 2019, 2021, 2022, 2023, 2024
Disclosures and Methodology
Pacific Coast Business Times
2002 SETH STREETER
2004 BRAD STARK
2005 MATTHEW ADAMS
2008 DANNELL STUART
2009 ANDREW PENSO
2015 JENNA ROGERS
2016 KIERAN OSBORNE
2018 MICHELLE WINKLES
2019 BRIAN SOTTAK
2020 WES PATTON
2022 EMIL NAZARETYAN
2023 ERIKA PINTARD
2024 SHANE MEARES
Disclosures and Methodology
Pacific Coast Business Times
2015 DANNELL STUART
2016 TRICIA FAHNOE
2017 AMANDA THOMAS
2018 DANNELL STUART
2019 TRICIA FAHNOE
2020 DANNELL STUART
2021 RENEE HENNESSEE
2022 JENNA ROGERS
2023 DANNELL STUART
2024 TRICIA FAHNOE
2025 MICHELLE WINKLES
Disclosures and Methodology
Pacific Coast Business Times
Disclosures and Methodology
Real Leaders Impact Awards
2023 (#141, #12 Financial Services)
Disclosures and Methodology
RIA Channel
2019 (#59), 2021 (#58), 2022 (#38), 2023 (#21)
Disclosures and Methodology in links above.
2024 (#46), 2025 (#29)
Disclosures and Methodology in links above.
USA TODAY
2024 (#420), 2025 (#333 overall, #64 >$5B)
Disclosures and Methodology
WealthManagement.com
2021 (#40 overall; #6 in CA)
Disclosures and Methodology
2021 (#21)
Disclosures and Methodology
Women's Choice Awards
2022, 2024
Disclosures and Methodology
Best Company to Work For millennials
2022, 2024
Disclosures and Methodology
Receipt of the awards listed above does not indicate investment performance or guarantee future results.
For additional information on the award disclosures, please click the accompanying "Disclosures and Methodology" link.