Mission Wealth Ranked Among Fastest Growing Companies on the Central Coast

Mission Wealth Ranks #20 on Pacific Coast Business Times Fastest Growing Companies List for 2024

We are thrilled to announce that Mission Wealth has been ranked #20 on the Pacific Coast Business Times Fastest Growing Companies list for 2024. This prestigious recognition highlights our steady growth over the past few years and reflects our ongoing commitment to providing our clients with the highest level of service and financial guidance.

“Our mission is to provide caring advice that empowers people to realize true wealth, and our vision is to be the leading wealth management firm in the nation, guiding people to achieve their full potential,” said Dannell Stuart, President and Partner of Mission Wealth. “And when I say the leading wealth management firm in the nation, that doesn’t necessarily mean the biggest, but we want to be the best.”

Our 2-Year Growth Story

Mission Wealth has experienced remarkable growth in recent years, with a significant increase in revenue and expansion of our team. Between 2021 and 2023, our firm saw a 46.4% revenue growth, a key factor in securing our place on the Fastest Growing Companies list. In the same period, we expanded our reach with 17 new office locations nationwide and 32 new additions to our expert team.

In 2024, Mission Wealth now employs over 130 dedicated professionals across 36 locations who share our commitment to providing tailored financial advice that helps clients achieve their life goals.

The Power of Culture and Mentorship

In the article by Pacific Coast Business Times’ writer Skylar Bates, Jenna Rogers, Partner and Senior Wealth Advisor, attributes much of the firm’s success to its strong internal culture and mentorship program.

“Keeping our culture strong is a challenge with rapid growth, so we created a mentorship program where new employees are paired up with long-term employees to act as mentors. I have now mentored 3 different people, and it’s been such a joy to have one-on-one time with people I wouldn’t otherwise have been able to make a strong connection with,” says Rogers. “I think our next steps are to keep doing exactly what we were doing. Provide stellar service to our clients, hire amazing people, and have some fun along the way.”

Looking Ahead to 2025

As we celebrate this recognition, we are more motivated than ever to continue our journey of growth and service. Looking ahead to 2025, we are excited to mark a major milestone—our 25th anniversary as a firm.

Since our founding in 2000, we’ve remained committed to helping our clients grow their wealth and achieve their full potential. As we prepare for this momentous occasion, we are reminded of our pledge to our core values, which carried us to this point: caring, committed, growth-minded, and adaptable. We look forward to continuing to serve as a trusted financial partner for years to come, empowering our clients to realize true wealth.

About the Pacific Coast Business Times Fastest Growing Companies 

To create the list of the fastest-growing companies in the region, Pacific Coast Business Times collected the 2021, 2022, and 2023 revenue data from dozens of companies along the Central Coast. These companies include public companies, private companies, and credit unions, and they used that data to determine their growth rate over the two years.

For more information about Pacific Coast Business Times, special reports, and methodology, please visit pacbiztimes.com.