We partner with firm founders and their teams to offer growth, scale, succession, and ownership, enhancing the foundation you worked hard to build.
Mergers & Acquisitions at Mission Wealth
$17.5B+
ASSETS UNDER MANAGEMENT
5,325+
FAMILIES SERVED NATIONWIDE
25+
YEARS IN BUSINESS
220+
TEAM MEMBERS & GROWING
48
LOCATIONS NATIONWIDE
*as of 8/10/2026
Mission Wealth is built for what comes next.
Since 2000, Mission Wealth has grown from a single office in Santa Barbara into a nationally recognized wealth management firm. We are a client-centric, fiduciary firm supported by specialists in tax, estate, trust, investments, and asset protection who work alongside advisors to deliver truly comprehensive plans. We are majority employee-owned, with well-defined pathways to partnership, and we continue to welcome new partners every year.
Why are firm founders exploring partnerships?
Successful independent firms eventually reach an inflection point where they start exploring options for the future. Oftentimes, we find ourselves talking with firm founders to address some of the following:
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Expanding resources for clients through specialized in-house expertise in tax, estate, and trust planning.
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Tapping into organic growth channels to support continued growth.
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Expanding career paths and pathways to partnership for key contributors.
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Taking off hats so you can spend more time doing what you love, caring for clients.
Watch: Mergers & Acquisitions Videos
We are passionate about continuing to expand our ownership group with individuals who are excited about building a firm of permanence with a thriving team culture and caring client service approach.
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Building a Sustainable Future with Matt Adams | Mergers & Acquisitions at Mission Wealth
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Building a Sustainable Future with Matt Adams | Mergers & Acquisitions at Mission Wealth
