Inc., the leading media brand for entrepreneurs and business leaders, today announced that Mission Wealth has ranked No. 3429 on its annual Inc. 5000 list, a prestigious ranking of the fastest-growing private companies in America. This marks Mission Wealth’s ninth appearance on the list, underscoring the firm’s sustained growth, client-first approach, and dedication to innovation in wealth management.
The Inc. 5000 list offers a data-driven snapshot of the most successful companies in the economy’s most dynamic segment—independent, entrepreneurial businesses. The nationally accredited registered investment advisory firm’s 3-year growth rate topped 114%.
Being recognized on the Inc. 5000 for the ninth time is a testament to the dedication of our team and the trust our clients place in us,” said Matthew Adams, CEO and Managing Partner of the nationally recognized Mission Wealth. “Our growth has been fueled by a clear vision: to empower clients to achieve true wealth by aligning their financial strategies with their life goals. We’re proud to have navigated changing markets while maintaining our unwavering commitment to personalized service and impactful advice.”
This year’s honorees demonstrated exceptional growth while navigating economic uncertainty, inflationary pressures, and a shifting labor market. Mission Wealth’s consistent presence on the list reflects its ability to adapt, innovate, and deliver value to its growing client base nationwide.
Mission Wealth’s Previous Inc. Honors
- Inc. 5000: No. 3860 (2024), No. 3746 (2023), No. 3858 (2022), No. 4260 (2021), No. 4450 (2018), No. 3607 (2017), No. 3094 (2016), No. 2907 (2015)
- Inc. Best Workplaces: 2025, 2024, 2023, 2022, 2021, 2020, 2018
- Inc. Best in Business: 2022 (Financial Services)
- Inc. Regionals Pacific: No. 151 (2023)
Please view all Mission Wealth awards and honors here.
For the complete list, company profiles, and a searchable database by industry and location, visit: www.inc.com/inc5000.
Making the Inc. 5000 is always a remarkable achievement, but earning a spot this year speaks volumes about a company’s tenacity and clarity of vision,” says Mike Hofman, editor-in-chief of Inc. “These businesses have thrived amid rising costs, shifting global dynamics, and constant change. They didn’t just weather the storm—they grew through it, and their stories are a powerful reminder that the entrepreneurial spirit is the engine of the U.S. economy.”
About Mission Wealth
Since 2000, Mission Wealth has been a nationally recognized Registered Investment Advisor (RIA) dedicated to serving over 4,225 valued clients and families and managing assets exceeding $12.2 billion across the United States. For comprehensive information about Mission Wealth’s core values and services, please visit missionwealth.com or contact us at 805-516-5187 for a complimentary financial planning consultation.
About Inc. and Methodology
Inc. is the leading media brand and playbook for entrepreneurs and business leaders shaping our future. Companies on the 2025 Inc. 5000 are ranked according to percentage revenue growth from 2021 to 2024. To qualify, companies must have been founded and generating revenue by March 31, 2021. They must be U.S.-based, privately held, for-profit, and independent—not subsidiaries or divisions of other companies—as of December 31, 2024. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2021 is $100,000; the minimum for 2024 is $2 million. An administrative fee of $345 was paid to apply. As always, Inc. reserves the right to decline applicants for subjective reasons. For more information, visit www.inc.com.
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. ALL RIGHTS RESERVED. 00780022 08/25
