Mission Wealth Ranked Among Fastest Growing Companies on the Central Coast

In
 / 
by Jenna Rogers
 / 
October 2, 2024
Mission Wealth Ranks Among Fastest Growing Companies for PCBT

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.

 

2022-2024 Mission Wealth Team Images

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.

Financial Guidance For Your Life Journey

Talk with a financial planner about your next steps.
Contact Us Today

Guidance For Your Full Financial Journey

Through our comprehensive platform and expertise, Mission Wealth can guide you through all of life's events, including retirement, investment planning, family planning, and more. You will face many financial decisions. Let us guide you through your options and create a plan.

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. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.

To meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.

MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00627473 10/24

Recent Insights Articles

Mission Wealth Announces Merger with Stonepath Wealth Management

Mission Wealth Announces Merger with Stonepath Wealth Management

September 30, 2024
National RIA Mission Wealth announces its merger with Stonepath Wealth Management LLC, a firm founded by Cray J. Coppins III....
7 Essential Tips for a Well-Designed Financial Life

7 Essential Tips for a Well-Designed Financial Life

September 26, 2024
Explore the key elements to creating a strong financial foundation—investment strategies, tax efficiency, estate planning, and more....
Mission Wealth Recognized as a Top RIA Firm in 2024

Mission Wealth Recognized as One of America’s Top RIA Firms in 2024 by Barron’s

September 24, 2024
Mission Wealth is honored to rank #59 in Barron’s Top 100 RIA Firms for 2024, our 4th consecutive year on the list!...