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

by Matthew Adams
September 8, 2023
Mission Wealth Named #14 Best Workplace in Financial Services 2023

Great Place to Work® and Fortune magazine have honored Mission Wealth as one of the 2023 Best Small and Medium Workplaces™ in Financial Services and Insurance. This is Mission Wealth’s fourth consecutive time being named to this prestigious list, coming in this year at #14 out of 50 companies. Earning this spot means that Mission Wealth is one of the best companies to work for in the country.

The Best Workplace in Financial Services & Insurance award is based on analysis of survey responses from more than over 176,000 employees from Great Place to Work-Certified™ companies in the financial services and insurance industry. In that survey, 100% of Mission Wealth’s employees said it is a great place to work. This number is 43% higher than the average U.S. company at 57% (Source: Great Place to Work® 2021 U.S. National Employee Engagement Study).

“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)


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.

Financial Guidance For Your Life Journey

Talk with a financial planner about your next steps.
Contact Us Today

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.

00542730 09/23

Recent Insights Articles

Toxic Free with KB Podcast Interview

How To Become Rich While Feeling Abundant & Happy

June 6, 2024
In the latest episode of “Toxic Free with KB”, our co-founder Seth Streeter explores the profound connection between money, happiness, and self-worth....
How to Manage an Emotional Attachment to Company Stock

How to Manage an Emotional Attachment to Company Stock

June 5, 2024
Emotional attachment to company stock can cloud your judgment. Explore practical steps to manage this attachment....
PCBT Best Places to Work 2024 (1)

Mission Wealth Listed Among Central Coast Best Places to Work for 2024

May 28, 2024
Mission Wealth has been named #6 in the Pacific Coast Business Times list of the Central Coast Best Places to Work for 2024....