
We are proud to share that Mission Wealth has once again been named to Barron’s 2025 list of the Top 100 Registered Investment Advisory (RIA) Firms in the nation, coming in at #54 overall. This marks our fifth consecutive year of being recognized on this highly selective list, which represents just 100 firms nationwide.
What This Recognition Means
Barron’s has produced its annual Top 100 RIA Firms ranking for a decade, highlighting advisory firms that demonstrate exceptional growth, client service, and a commitment to the highest standards of fiduciary excellence. To be included for five consecutive years — and ranked #54 in 2025 — underscores Mission Wealth’s continued dedication to helping our clients achieve financial clarity, confidence, and peace of mind.
A Message from Our CEO
“Being recognized by Barron’s among the Top 100 RIA Firms for the fifth year in a row is both humbling and inspiring,” said Matthew Adams, CEO of Mission Wealth. “To be ranked #54 in the nation this year is a direct reflection of the incredible work of our advisors and team members, who consistently put clients first while living our mission of empowering people to achieve true wealth. We are grateful to our clients who trust us with their goals, and we remain dedicated to delivering personalized service and innovative solutions as we continue to grow nationwide.”
A Milestone 25th Year
2025 marks Mission Wealth’s 25th anniversary, and this recognition comes as the firm celebrates a year of transformative growth. We are approaching $13 billion in assets under management, have successfully completed three mergers so far this year, and are on track to finalize two additional mergers in Q4. These milestones reflect both the strength of our team and our unwavering commitment to delivering white-glove service to the more than 4,300 families we serve across the nation.
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 published its first advisor ranking in 2004 to spotlight the nation’s best wealth managers and raise industry standards. This list marks the tenth annual ranking of independent advisory companies based on the firms’ assets, growth, technology spending, succession planning, and other metrics. Barron’s ranks the largest registered investment advisor firms separately from its broader RIA ranking.
In each of those categories, Barron’s has multiple sub-calculations. For instance, they consider not just the amount of assets an advisor manages but also the type of assets—are they private wealth assets or institutional? If they’re institutional, are they held by a foundation, an endowment, or a corporation? They measure the growth of advisors’ practices and their client retention. They also consider a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work, and, of course, their compliance records. For a full report on their methodology, please visit barrons.com. No fee was paid for consideration of this ranking.
Financial Guidance For Your Life Journey
Talk with a financial planner about your next steps.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 meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.
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