Mission Wealth Recognized Among Barron’s Top 100 RIA Firms for Fifth Consecutive Year

What This Recognition Means

Barron’s has produced its annual Top 100 RIA Firms ranking for a decade, highlighting advisory firms that demonstrate exceptional growth, client service, and a commitment to the highest standards of fiduciary excellence. To be included for five consecutive years — and ranked #54 in 2025 — underscores Mission Wealth’s continued dedication to helping our clients achieve financial clarity, confidence, and peace of mind.

A Message from Our CEO

Being recognized by Barron’s among the Top 100 RIA Firms for the fifth year in a row is both humbling and inspiring,” said Matthew Adams, CEO of Mission Wealth. “To be ranked #54 in the nation this year is a direct reflection of the incredible work of our advisors and team members, who consistently put clients first while living our mission of empowering people to achieve true wealth. We are grateful to our clients who trust us with their goals, and we remain dedicated to delivering personalized service and innovative solutions as we continue to grow nationwide.”

A Milestone 25th Year

2025 marks Mission Wealth’s 25th anniversary, and this recognition comes as the firm celebrates a year of transformative growth. We are approaching $13 billion in assets under management, have successfully completed three mergers so far this year, and are on track to finalize two additional mergers in Q4. These milestones reflect both the strength of our team and our unwavering commitment to delivering white-glove service to the more than 4,300 families we serve across the nation.

Let’s Start the Conversation

Interested in learning how Mission Wealth can help you achieve your financial goals?
 Schedule a complimentary consultation with one of our experienced advisors today.

About Barron’s Methodology

Barron’s published its first advisor ranking in 2004 to spotlight the nation’s best wealth managers and raise industry standards. This list marks the tenth annual ranking of independent advisory companies based on the firms’ assets, growth, technology spending, succession planning, and other metrics. Barron’s ranks the largest registered investment advisor firms separately from its broader RIA ranking.

In each of those categories, Barron’s has multiple sub-calculations. For instance, they consider not just the amount of assets an advisor manages but also the type of assets—are they private wealth assets or institutional? If they’re institutional, are they held by a foundation, an endowment, or a corporation? They measure the growth of advisors’ practices and their client retention. They also consider a wide range of qualitative factors, including the advisors’ experience, their advanced degrees and industry designations, the size, shape, and diversity of their teams, their charitable and philanthropic work, and, of course, their compliance records. For a full report on their methodology, please visit barrons.com. No fee was paid for consideration of this ranking.