Mission Wealth Rises in USA TODAY’s 2025 Ranking of Top Financial Advisory Firms

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.