Mission Wealth is proud to announce that USA TODAY has again recognized us as one of the nation’s leading financial advisory firms. In its 2025 ranking of the top 500 U.S. firms, Mission Wealth climbed to #333 overall, marking a significant rise from our #420 position in 2024.
Among firms managing more than $5 billion in assets under management (AUM), Mission Wealth earned the #64 spot on the list. This is our second consecutive year being featured, and our continued rise in the rankings highlights the value of our comprehensive service model, our collaborative and caring culture, and most importantly, our passion for serving the financial needs of our clients.
“Climbing nearly 90 spots in just one year is a testament to our team’s hard work and the trust of our clients,” said Matthew Adams, CEO and Managing Partner of Mission Wealth. “We’re honored to be recognized among the nation’s top advisory firms, and we remain deeply committed to delivering personalized, high-quality financial guidance that truly makes a difference in our clients’ lives.”
A Rising National Presence
Mission Wealth continues to expand in footprint and capability, now serving over 4,115 client families across the United States. With more than $11 billion in total assets under management and a growing team of professionals, we offer a full spectrum of services including:
- Comprehensive financial planning
- Investment management
- Estate and trust strategy
- Tax optimization and preparation
- Philanthropic and legacy planning
- Business succession and family governance
Our ranking reflects not only the scale of our business, but also the depth of trust we’ve earned from clients seeking more than just portfolio management—they want true partnership.
Looking Ahead
As Mission Wealth continues to grow, we remain anchored in the values that have guided us for 25 years: caring, growth-minded, adaptable, committed, and passionate about helping clients live more fulfilling lives. Whether through innovative technology, deeper advisory relationships, or holistic financial planning strategies, our goal remains the same—empowerment through trusted advice.
About the USA TODAY Ranking
The USA TODAY ranking was developed in partnership with Statista and is based on a range of criteria, including client assets, client-to-advisor ratios, growth trends, and peer recommendations. This annual list identifies firms that are raising the bar in wealth management through transparency, innovation, and service. Mission Wealth did not pay a fee to be included in this ranking. For further details on the methodology behind the rankings, please visit Statista’s website.
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. 00753122 05/25
