Mission Wealth is pleased to announce that we have been named one of America’s Top RIA’s from Financial Advisor Magazine. The firm ranked #109 in FA Magazine’s 2022 RIA Survey & Ranking, which lists the top Registered Investment Advisor firms in the country. The complete listing is currently live on the Financial Advisor website.
Out of 534 firms that made the RIA Survey & Ranking, Mission Wealth placed in the top 20% of the list at #109 with a 29% growth in assets and 24% change in number of clients from 2020-2021.
Mission Wealth continues to move up in ranking on this list each year. In 2021 the firm ranked #123, while in 2020 it came in at #158.
This is the sixteenth annual ranking of independent advisory firms produced by Financial Advisors (FA) magazine. FA's RIA Ranking orders firms from largest to smallest, based on AUM reported by firms to the Securities and Exchange Commission (SEC). RIA firms completed a survey for consideration on the list, which was based on total assets under management as of year-end 2021. There are no fees required of independent advisory firms that are surveyed by Financial Magazine for the RIA Ranking.
“Twenty-three years ago, Mission Wealth set out to create an offering focused on independence, objectivity, and customized planning. Little did we know at the time the company was founded how much others valued that too. Not only clients but others like us” said Brad Stark, Co-Founder and Chief Strategy Officer. “Our success has been a group effort consisting of talented and dedicated associates and our clients who entrust us. We appreciate this recognition which belongs to the collective team.”
Mission Wealth is a nationally recognized RIA founded in 2000 that oversees over $4.6 Billion in client assets under management. Mission Wealth is known for its service model, driven by a world-class technology stack that offers financial planning, investment counsel, tax strategies, estate planning coordination, philanthropic advice, and asset protection solutions tailored to each client’s needs.
Mission Wealth’s vision is to provide caring advice that empowers families to achieve their life dreams. Our founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisers, and proactive service. Mission Wealth is a fiduciary, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.
About Financial Advisor Magazine – RIA Survey
FA’s RIA survey is a ranking based on assets under management at year end of independent RIA firms that file their own ADV with the SEC. FA’s RIA ranking orders firms from largest to smallest, based on AUM reported to us by firms that voluntarily complete and submit FA's survey by our deadline. We do our best to verify AUM by reviewing ADV forms. To be eligible for the ranking, firms must be independent registered investment advisors and file their own ADV statement with the SEC and provide financial planning and related services to individual clients. Firms must have at least $500 million in assets under management as of December 31, 2021 to be included in the print edition of Financial Advisor magazine’s 2022 RIA survey. Firms with under $500 million will be included the FA’s expanded online RIA survey. For more information, visit the FA website at www.fa-mag.com.
Disclosures
Mission Wealth is a Registered Investment Adviser. This document is solely for informational purposes, no investments are recommended. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. No advice may be rendered by Mission Wealth unless a client service agreement is in place. 00458667 07/22