In the fast-paced world of financial advisory, staying ahead of the curve is no small feat. However, Mission Wealth has not only managed to keep pace but has also secured a coveted #55 spot among the 150 largest fee-only Registered Investment Advisory (RIA) firms in the United States, according to Financial Planning Magazine. This recognition speaks volumes about our unwavering commitment to our clients and our mission to provide them with unparalleled financial guidance and support.
Our team of dedicated financial advisors, with their diverse expertise in investments, taxes, estate planning, trusts, charitable planning, and asset protection, works tirelessly to provide tailored solutions for our clients. We believe that every financial situation is unique, and our approach reflects this belief.
Read the Full List of Top 150 Fee-Only RIA Firms Here
Client-Centric Approach
Our success as a wealth management firm can be attributed to our unwavering focus on our clients. We understand that financial decisions can be complex and overwhelming, especially for retirees and pre-retirees, independent women, foundations, business owners and professionals, and family offices.
A Technology-Driven Advantage
Our service model is driven by a world-class technology stack that empowers us to offer cutting-edge financial planning and investment strategies, among other solutions. This technology enables us to stay agile and responsive in an ever-changing financial landscape.
About the Financial Planning RIA Leaders 2023: Top 150 Fee-Only List
As part of the upcoming print edition of Financial Planning’s annual RIA Leaders issue, data partner COMPLY used Form ADV filings with the Securities and Exchange Commission to rank RIAs that meet a six-part formula, eliminating any firms that take any type of commissions.
FP’s data partner for the RIA Leaders feature, COMPLY, produced the rankings by applying the following six criteria to firms’ required SEC Form ADV filings in July 2023:
- Firms must have zero registered representatives of a broker-dealer.
- At least 50% of the firm’s clients must be individuals or high net worth individuals.
- Firms must not list commissions as a compensation arrangement.
- Firms must have more than zero financial planning clients.
- Firms must not list commission-taking businesses in “other business activities.”
- Firms cannot be affiliated under common ownership with commission-taking businesses.
Navigating the Financial Future
We understand that trusted advice is invaluable, and we want to be the go-to resource for individuals and organizations seeking financial guidance.
Mission Wealth’s inclusion among the 150 largest fee-only RIAs by Financial Planning magazine is a testament to our unwavering dedication to our clients and our mission is to provide caring advice that empowers people to realize true wealth. We invite you to join us on this journey towards financial excellence and encourage you to explore the possibilities that come with having a trusted wealth advisor by your side.
If you’re ready to take control of your financial future, reach out to Mission Wealth for a free consultation, and let’s embark on this exciting journey together. Your financial success is our mission!
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.
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