Mission Wealth is pleased to announce that we have been named in Financial Advisor Magazine’s 2020 RIA Ranking, which lists the top Registered Investment Advisor firms in the country. The ranking was released in the magazine’s August 2020 issue.
Out of 715 firms that made the list, Mission Wealth placed in the top 25% of the list at #158 with a 36.71% growth in assets from 2018-19. This is a jump from the 2019 ranking, where Mission Wealth was ranked #169 on the list.
RIA firms completed a survey for consideration on the list, which was based on total assets under management as of year-end 2019. There are no fees required of independent advisory firms that are surveyed by Financial Magazine for the RIA Ranking.
“We are so proud to be recognized as a top firm but our deep appreciation goes to our loyal clients and our dedicated professionals that made it happen,” said Brad Stark, Mission Wealth founder and CCO.
Today Mission Wealth serves over 1,400 families and manages over $2.95 billion in assets. Besides its Santa Barbara headquarters, the firm has seventeen other offices located in the states of California, Oregon, Washington, Arizona, Utah, Texas, Illinois, Indiana, New York and Colorado. Mission Wealth’s offerings include financial planning, investment management, estate planning, charitable giving, tax planning, retirement planning and redefining wealth.
Financial Advisor Magazine – RIA Survey
This annual survey is performed by Financial Advisor Magazine as a means of measuring growth among independent advisors across the U.S. Firms must be registered investment advisors and provide financial planning and/or related services to individual clients. All firms must be either independently owned or a freestanding subsidiary of another business. Data is provided by each firm, mostly from numbers and information published on their Form ADV, including assets under management. Each participating advisor is then ranked alongside their participating peers.