Mission Wealth is honored to announce our ranking in Barron’s Top 100 RIA Firms in the Nation. This is our second consecutive time being named on this prestigious list, increasing our ranking to #89 from #100 in 2021. Barron’s 7th annual ranking of impressive independent advisory companies is based on assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
“We are truly humbled by this recognition. Words like gratitude, honor, trust, caring, selfless, and team come to mind at times like these. Many thanks to our clients and associates who have believed in the vision of the firm and have made it a reality with so much more to come,” said Brad Stark, Founder and Chief Strategy Officer at Mission Wealth.
At Mission Wealth, our purpose is to be a thriving company that leads by example in how we care for our clients, team members and the communities we serve. We are dedicated to providing caring advice that empowers people to pursue and achieve their dreams. We are committed to achieving exceptional results, we are adaptable solution-finders, and we are constantly evolving and embracing new opportunities. This award embodies our culture and approach, and we are delighted to add this to our list of industry recognition.
“The goal is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry. The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance,” said Matt Barthel, Editor at Barron’s.
About Barron’s Top RIA Firms Ranking
Barron’s publishes four individual advisor rankings each year (Top 100 Advisors, Top 100 Women Advisors, Top 100 Independent Advisors, Top 1,200 Advisors) along with three team- or firm-based rankings (Top RIA Firms, Top Institutional Consultants, Top Wealth Management Firms).
The goal is to shine a spotlight on the nation’s best financial advisors, with an eye toward raising standards in the industry. The rankings serve two distinct types of Barron’s readers. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance.
Barron’s verifies data based on a 102-question survey filled out by the firm and checks with regulatory databases before applying the rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue (3) Quality of practice. Please read the full methodology here.
About Mission Wealth
Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 that oversees over $4.9 billion in client assets under management/administration. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.
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. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence.
Copyright © 2022, Mission Wealth is a Registered Investment Advisor. All rights reserved.
ALL INFORMATION HEREIN HAS BEEN PREPARED SOLELY FOR INFORMATIONAL PURPOSES. ADVISORY SERVICES ARE ONLY OFFERED TO CLIENTS OR PROSPECTIVE CLIENTS WHERE MISSION WEALTH AND ITS REPRESENTATIVES ARE PROPERLY LICENSED OR EXEMPT FROM LICENSURE. PAST PERFORMANCE IS NO GUARANTEE OF FUTURE RETURNS. INVESTING INVOLVES RISK AND POSSIBLE LOSS OF PRINCIPAL CAPITAL. NO ADVICE MAY BE RENDERED BY MISSION WEALTH UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE.
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