Mission Wealth Named in Fortune Top 100 Best Workplaces Ranking

Mission Wealth Named in Fortune Top 100 Best Workplaces Ranking

In Firm Announcements by Mission Wealth

Financial Advisory Firm Gains Support Through Acquisition by Mission Wealth

Great Place to Work® and Fortune magazine have honored Mission Wealth as one of the 2021 Best Small & Medium Workplaces™. This is Mission Wealth’s second time being named to this prestigious list, coming in this year at #26 out of 100 companies. Earning a spot means that Mission Wealth is one of the best companies to work for in the country.

The Best Small & Medium Workplaces award is based on analysis of survey responses from more than 280,000 current employees. In that survey, 100% of Mission Wealth’s employees said it is a great place to work. This number is 41% higher than the average U.S. company at 59% (Source: Great Place to Work® 2019 U.S. National Employee Engagement Study).

We are honored to be recognized by Fortune as a Top 100 workplace in the nation. 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 Best Small & Medium Workplaces list 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 are 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 may be small in size, but their impact and commitment to improving employee experience stacks up against some of the world’s largest corporations,” says Michael C. Bush, CEO of Great Place to Work®. “Their ability to scale business while maintaining a high level of employee care is nothing short of amazing. A job well done to the Best Small & Medium Workplaces.”

In 2020, Mission Wealth was ranked #18 in the Fortune Best Small and Medium Workplaces™ list. Earlier this year, Mission Wealth ranked #31 in Fortune’s Best Workplaces in Financial Services and Insurance™ list. To learn about more awards and rankings the firm has achieved, visit https://missionwealth.com/awards-and-rankings/ .

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisory firm (RIA) founded in 2000 that oversees over $4.3 Billion in client assets under management. 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 risk management 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. For more information on Mission Wealth, please visit missionwealth.com.

About the Best Small & Medium Workplaces™

Great Place to Work® selected the Best Small & Medium Workplaces™ by gathering and analyzing confidential survey responses from more than 280,000 employees at Great Place to Work-Certified™ organizations. Company rankings are derived from 60 employee experience questions within the Great Place to Work Trust Index™ survey. Read the full methodology.

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.

MISSION WEALTH IS A REGISTERED INVESTMENT ADVISER. THIS DOCUMENT IS SOLELY FOR INFORMATIONAL PURPOSES, NO INVESTMENTS ARE RECOMMENDED. ADVISORY SERVICES ARE ONLY OFFERED TO CLIENTS OR PROSPECTIVE CLIENTS WHERE MISSION WEALTH AND ITS REPRESENTATIVES ARE PROPERLY LICENSED OR EXEMPT FROM LICENSURE. NO ADVICE MAY BE RENDERED BY MISSION WEALTH UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE.

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