On October 1, 2025, Mission Wealth was ranked #78 on the Forbes 2025 America’s Top RIA Firms list. This recognition underscores our firm’s fiduciary commitment, our consistent growth, and the dedication of our advisors to helping families nationwide achieve financial peace of mind.
What Does It Mean to Be Named a Top RIA By Forbes in 2025?
According to Forbes:
“Markets are climbing a wall of uncertainty this year, grappling with sky-high valuations, shifting Fed policy, and geopolitical instability. Meanwhile, corporate earnings and consumer demand have been resilient, and the S&P 500 has gained over 13% so far in 2025. Registered investment advisory firms, which are legally bound by a fiduciary standard to work in a client’s best interest rather than merely finding products that are suitable despite sometimes high commissions, are at the forefront of that effort.”
Now in its fourth year, the Forbes | SHOOK Top RIA list highlights firms with proven records of safeguarding and growing client wealth. Collectively, the 250 firms included oversee more than $1.9 trillion in assets.
A Message from Leadership
We are proud to be recognized once again among America’s top RIAs by Forbes,” said Dannell Stuart, President of Mission Wealth. “This ranking reflects the trust our clients place in us, the dedication of our team, and our unwavering commitment to deliver fiduciary advice that supports long-term financial well-being. Being ranked #78 is an honor, and we view it as a responsibility to continue raising the bar for our clients.”
Mission Wealth’s Recognition
This year, Mission Wealth is proud to be recognized at #78 among America’s Top 250 RIAs. Our growth to nearly $13 billion in assets under management, serving over 3,490 families nationwide, reflects the strength of our team and the trust our clients place in us.
For over 25 years, our mission has remained clear: to provide caring advice that empowers people to realize true wealth through holistic financial planning and fiduciary advice that goes beyond the numbers.
Past Forbes Recognition
Mission Wealth has consistently been recognized by Forbes for excellence, including:
- Forbes America’s Top RIA Firms 2024 (#91) and 2023 (#111)
- Additional Forbes rankings and advisor recognitions
These achievements reflect the strength of our values and the expertise of our advisory team.
About the Forbes | SHOOK Methodology
The Forbes ranking is developed by SHOOK Research, which uses both quantitative and qualitative criteria to evaluate firms. Considerations include:
- Assets under management
- Client households served
- Firm growth and history
- Compliance records
- Experience and credentials of advisors
- Quality of client relationships and service model
Firms do not pay a fee to be included on this list. Selection is based entirely on merit, client impact, and industry standing. Learn more about the full methodology for the ranking.
Moving Forward
As we celebrate this milestone, our commitment remains unchanged: to deliver fiduciary advice, innovative solutions, and personal connection to every client we serve.
Ready to learn how a nationally recognized RIA can support your goals? Schedule a complimentary strategy session with Mission Wealth today.
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. 00799627 10/25
