Mission Wealth Named #14 Best Workplace in Financial Services for 2023

“We are honored to be recognized by FORTUNE as a best workplace in financial services. For over 20 years, we have been focused on building a strong culture reflective of our dedication to client service and to the growth and development of our team members.” said Matthew Adams, CEO and Managing Partner. “As a 100% employee owned firm, we are dedicated to building a firm of permanence that will serve our clientele for many decades to come and that will also ensure our team members tremendous career advancement opportunity. We feel the future is very bright at Mission Wealth and are incredibly grateful to our clients, our team, and our corporate partners.”

The Fortune Best Workplace in Financial Services & Insurance Award is highly competitive. Great Place to Work, the global authority on workplace culture, selected the list using rigorous analytics and confidential employee feedback. Companies were only considered if they had been a Great Place to Work-Certified™ organization.

Great Place to Work is the only company culture award in America that selects winners based on how fairly employees are treated. Companies are assessed on how well they are creating a great employee experience that cuts across race, gender, age, disability status, or any aspect of who employees are or what their role is.

“These companies have adapted to the challenges of an ever-changing workplace by their commitment to inclusive, high-trust cultures where employees are treated as human beings first and foremost,” says Michael C. Bush, CEO of Great Place to Work. “Congratulations to the Best Workplaces in Financial Services & Insurance.”

Mission Wealth Previous Fortune Honors

Best Small Workplace: 2023 (#2), 2022 (#3), 2021 (#26), 2020 (#18)

Best Workplace in Financial Services and Insurance: 2022 (#17), 2021 (#31), 2020 (#18)

Methodology

To determine the 2023 Best Workplace in Financial Services and Insurance list, Fortune partnered with the people analytics firm Great Place to Work^® to analyze anonymous survey feedback representing more than 280,000 employees working in small- and medium-sized businesses in the United States. Employees responded to over 60 survey questions describing the extent to which their organization creates a Great Place to Work For All™. Eighty-five percent of the evaluation is based on what employees say about their experiences of trust and reaching their full human potential as part of their organization, no matter who they are or what they do. Great Place to Work analyzes these experiences relative to each organization’s size, workforce makeup, and what’s typical relative to their peers in the industry. The remaining 15% of the rank is based on an assessment of all employees’ daily experiences of innovation, the company’s values, and the effectiveness of their leaders, to ensure they’re consistently experienced.

To be considered, companies had to meet the Great Place to Work-Certified standard. To ensure survey results truly represent all employees, Great Place to Work requires that Trust Index^© survey results are accurate to a 95% confidence level with a 5% margin of error or better. We review any anomalies in survey responses, news, and financial performance to ensure there aren’t any extraordinary reasons to believe we couldn’t trust a company’s survey results. Companies with 10 to 99 people were considered for the small list. Mission Wealth did not pay an application fee but paid a logo publication fee of $5,300.

About Great Place to Work^®

Great Place to Work^® is the global authority on workplace culture. Since 1992, they have surveyed more than 100 million employees worldwide and used those deep insights to define what makes a great workplace: trust. Their employee survey platform empowers leaders with the feedback, real-time reporting, and insights they need to make data-driven people decisions. Everything they do is driven by the mission to build a better world by helping every organization become a great place to work For All™. Learn more at greatplacetowork.com.