Recognized by Financial Advisor Magazine for Strategic Growth, Technology Adoption, and Future-Focused Planning
We’re proud to share that Mission Wealth has been ranked #56 in Financial Advisor Magazine’s 2025 Top RIA Firms and #28 on their list of the Top 50 Fastest-Growing RIAs nationwide. This recognition highlights our firm’s continued momentum, commitment to innovation, and unwavering dedication to personalized financial planning.
View the full FA Magazine feature
In a year when the industry faced rising concerns around advisor shortages and the growing influence of artificial intelligence, Mission Wealth continued to thrive, thanks to our people-first approach, integrated tech stack, and long-term vision.
Adapting to a Changing Wealth Management Landscape
In FA Magazine’s accompanying editorial, industry leaders discuss the rise of AI in financial services, the increasing complexity of client needs, and the talent pipeline challenges many firms face. At Mission Wealth, we view these changes not as obstacles—but as opportunities.
- Leveraging AI to Enhance, Not Replace, Advisor Expertise:
We’re incorporating artificial intelligence into our planning and investment workflows to improve efficiency, identify trends faster, and deliver more value to our clients while maintaining the human connection that defines our relationships. - Investing in Cybersecurity and Client Protection:
As technology plays a larger role in wealth management, we’ve doubled down on cybersecurity, ensuring our clients’ data remains safe and secure at every stage. - Cultivating the Next Generation of Advisors:
In response to the advisor shortage, we’re expanding our internship and mentorship initiatives. Our goal: to create a robust, purpose-driven career path for future advisors that reflects our values and commitment to service.
Growth Rooted in Purpose
Mission Wealth grew assets under management by 41.72% year over year (2023-2024). While growth is exciting, it’s never our end goal. Our purpose is to empower families, professionals, and foundations to thrive financially and beyond.
Rankings like this are a reflection of the deep trust our clients place in us,” said Matthew Adams, CEO of Mission Wealth. “We don’t pursue growth for growth’s sake. Every milestone we reach—like being named among FA Magazine’s Top RIA Firms and Top Fastest-Growing RIAs—is the result of a deliberate strategy focused on delivering meaningful impact to our clients and communities.”
Why This Matters to You
Whether you’re navigating a business transition, managing a concentrated stock position, planning for retirement, or empowering the next generation—our Wealth Advisors are here to help. Recognitions like this reaffirm the strength of our process, the depth of our expertise, and the care we put into every client relationship.
Book a 15-minute discovery call to explore how we can help you move forward with confidence.
About FA Magazine’s Annual Ranking and Survey
FA’s RIA survey is a ranking based on assets under management of independent RIA firms that file their own ADV with the SEC. This ranking includes firms with AUM exceeding $500 million as of December 31, 2024, for the print edition of Financial Advisor magazine’s 2025 RIA survey. FA’s RIA ranking orders from largest to smallest, based on AUM reported by firms that voluntarily complete and submit FA’s survey. To explore the complete list of top RIAs in America and learn more about the factors contributing to Mission Wealth’s success, visit the Financial Advisor website. There is no fee to participate.
Mission Wealth is a Registered Investment Adviser. This commentary reflects the personal opinions, viewpoints, and analyses of the Mission Wealth employees providing such comments. It should not be regarded as a description of advisory services provided by Mission Wealth or performance returns of any Mission Wealth client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data, or any recommendation that any particular security, portfolio of securities, transaction, or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Mission Wealth manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00771538 07/25
