Mission Wealth Ranks #16 on Pacific Coast Business Times Fastest Growing Companies List for 2025

We are proud to share that Mission Wealth has once again been recognized by the Pacific Coast Business Times, ranking #16 on the Fastest Growing Companies list for 2025. This back-to-back recognition is a reflection of our continued growth and unwavering commitment to serving our clients with excellence.

“Our priority has always been to help clients achieve their financial goals, and the growth we’ve experienced over the past year is a direct reflection of the hard work and dedication of our team,” said Dannell Stuart, President and Partner of Mission Wealth. “Being recognized as one of the fastest-growing companies highlights not just the results we’ve achieved, but the strong culture, collaboration, and expertise that drive those results every day. Growth for us isn’t only measured in revenue or office locations; it’s also measured in the relationships we strengthen, the communities we support, and the lasting difference we make in the lives of the people we serve.”

Building on Momentum

Mission Wealth continues to expand its footprint and influence in the wealth management industry. This year, the firm has $12.8 billion in assets under management, reflecting both the trust of our clients and the strength of our holistic approach to financial planning. Between 2022 and 2024, our revenue grew by 78.5%, underscoring our ongoing momentum in delivering exceptional results.

Today, we have more than 180 dedicated professionals across 39 offices nationwide, all united by our shared mission to deliver personalized, holistic financial advice to empower clients to achieve their goals.

This recognition underscores not just our financial results, but also the strength of our culture, client relationships, and long-term strategy.

The Power of People and Culture

At Mission Wealth, we believe that our people are the foundation of our success. As our firm has expanded, we’ve remained intentional about fostering a culture built on collaboration, mentorship, and shared purpose. By investing in our team’s growth and encouraging strong connections across offices, we ensure that every employee is equipped to deliver the highest level of care to our clients. This focus on culture has not only supported our growth but has also strengthened the long-term relationships we build with the families and communities we serve.

Learn about our mission, values, leadership, and team to discover what drives Mission Wealth’s growth and sets us apart. If you’re inspired to grow with a team dedicated to making a real difference, explore opportunities to join our Mission Wealth Talent Community today.

Celebrating 25 Years of Service

This recognition arrives at a particularly meaningful moment: Mission Wealth’s 25th anniversary. Since our founding in 2000, we have been dedicated to helping individuals, families, and institutions achieve their full potential through comprehensive financial planning and wealth management.

As we celebrate this milestone, we remain grounded in our core values—caring, committed, growth-minded, and adaptable—which have guided us every step of the way. Looking ahead, we are excited to continue expanding our impact and empowering our clients to realize true wealth.

Grow with Mission Wealth

Experience the benefits of working with a firm that is growing steadily and helping clients achieve their financial goals. 👉 Schedule a complimentary consultation with one of our experienced advisors today.

About the Pacific Coast Business Times Fastest Growing Companies

The Pacific Coast Business Times Fastest Growing Companies list honors the region’s top-performing firms based on revenue growth over a two-year period. Companies across industries—including public companies, private businesses, and credit unions—submit financial data to determine rankings.

To learn more about the Pacific Coast Business Times and the Fastest Growing Companies list, please visit pacbiztimes.com.