Mission Wealth Ranked in 2022 Inc. 5000

Mission Wealth Named on the 2022 Inc. 5000 List

In Firm Announcements by Matthew Adams

Financial Advisory Firm Gains Support Through Acquisition by Mission Wealth

Inc. revealed that Mission Wealth is No. 3858 on its annual Inc. 5000 list, the most prestigious ranking of the fastest-growing private companies in America. The list represents a one-of-a-kind look at the most successful companies within the economy’s most dynamic segment—its independent businesses. Facebook, Chobani, Under Armour, Microsoft, Patagonia, and many other well-known names gained their first national exposure as honorees on the Inc. 5000.

"Our passion for cultivating an incredible team culture and providing proactive planning, robust investment solutions and caring service for our clients fuels our growth at Mission Wealth." said Chief Impact Officer Seth Streeter. "We are building a unique national brand that promotes financial success and life fulfillment."

The companies on the 2022 Inc. 5000 have not only been successful, but have also demonstrated resilience amid supply chain woes, labor shortages, and the ongoing impact of Covid-19. Among the top 500, the average median three-year revenue growth rate soared to 2,144 percent. Together, those companies added more than 68,394 jobs over the past three years.

Complete results of the Inc. 5000, including company profiles and an interactive database that can be sorted by industry, region, and other criteria, can be found at inc.com/inc5000. The top 500 companies are featured in the September issue of Inc. magazine, which will be available on August 23.

“The accomplishment of building one of the fastest-growing companies in the U.S., in light of recent economic roadblocks, cannot be overstated.” says Scott Omelianuk, editor-in-chief of Inc. “Inc. is thrilled to honor the companies that have established themselves through innovation, hard work, and rising to the challenges of today.”

Mission Wealth Previous Inc. Honors

Inc. 5000: No. 3858 (2022), No. 4260 (2021), No. 4450 (2018), No. 3607 (2017), No. 3094 (2016), No. 2907 (2015).

Inc. Best Workplaces: 2022, 2021, 2020, 2018

Inc. 5000 Methodology

Companies on the 2022 Inc. 5000 are ranked according to percentage revenue growth from 2018 to 2021. To qualify, companies must have been founded and generating revenue by March 31, 2018. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2021. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2018 is $100,000; the minimum for 2021 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine company rankings were calculated to four decimal places. The top 500 companies on the Inc. 5000 are featured in Inc. magazine’s September issue. The entire Inc. 5000 can be found at inc.com/inc5000.

About Inc.

The world’s most trusted business-media brand, Inc. offers entrepreneurs the knowledge, tools, connections, and community to build great companies. Its award-winning multiplatform content reaches more than 50 million people each month across a variety of channels including websites, newsletters, social media, podcasts, and print. Its prestigious Inc. 5000 list, produced every year since 1982, analyzes company data to recognize the fastest-growing privately held businesses in the United States. The global recognition that comes with inclusion in the 5000 gives the founders of the best businesses an opportunity to engage with an exclusive community of their peers, and the credibility that helps them drive sales and recruit talent. The associated Inc. 5000 Conference & Gala is part of a highly acclaimed portfolio of bespoke events produced by Inc. For more information, visit inc.com.

About Mission Wealth

Founded in 2000, Mission Wealth, a national Registered Investment Advisor (RIA), proudly serves over 2,150 families and manages over $5.0 billion in assets across the United States. Headquartered in Santa Barbara, the firm has 23 additional offices located in the states of Arizona, California, Colorado, Florida, Illinois, Florida, Georgia, Indiana, New York, Oregon, Texas, Utah, and Washington. Mission Wealth’s service offerings include financial planning, investment management, estate planning and charitable giving, asset protection, tax planning, retirement planning and family office services. For more information, visit missionwealth.com. To meet with a Mission Wealth financial advisor, call (805) 882-2360.

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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