Mission Wealth Named Among USA TODAY’s Top Financial Advisory Firms in 2024

by Matthew Adams
April 24, 2024
USA Today Top Financial Firms (1)
Mission Wealth Makes an Impact in Santa Barbara

Mission Wealth Named Among USA Today’s Top Financial Advisory Firms in 2024

Mission Wealth, a leading provider of personalized financial and investment strategies, is proud to announce that we have been named one of USA TODAY’s Best Financial Advisory Firms of 2024. This prestigious ranking is a testament to our steadfast commitment to providing exceptional financial guidance and personalized service to our clients across the nation.

According to USA TODAY’s recent coverage, the landscape of financial advisory services is evolving, underscoring the importance of partnering with a trusted registered investment adviser (RIA) that prioritizes the client’s best interests through a fiduciary duty. Mission Wealth stands out in this critical aspect. We are dedicated to offering strategic, fee-based advice rather than relying on sales commissions, ensuring that recommendations are made with our client’s long-term financial success in mind, free from any conflicts of interest.

Read the full article on USA TODAY’s website.

Matthew Adams, CEO of Mission Wealth, expressed his gratitude and vision following the announcement: “We are honored to be recognized by USA TODAY and Statista in their prestigious ranking of top RIAs. This accolade is a reflection of our team’s hard work and dedication to the financial wellbeing of our clients. Our firm is passionate about providing comprehensive and unbiased advice, with a shared purpose of ensuring that our clients achieve their financial goals with confidence and peace of mind.”

Ranked among the top RIAs, Mission Wealth has distinguished our firm through exceptional asset management and personalized financial planning. The USA TODAY and Statista ranking not only examines growth in assets under management but also takes into account client and peer recommendations, highlighting the firm’s dedication to acting in the best interests of its clients. According to the report, there were 32,600 RIA firms at the end of 2022 that managed about $115 trillion in assets, and only 500 firms made the list.

Join Mission Wealth’s Award-Winning Team

Discover your path at Mission Wealth, where your career is more than a job – it’s a journey toward personal and professional fulfillment. Please visit our careers page for open positions across the country, or our partnership page if you’re interested in merging with our firm.

About USA TODAY’s Best Financial Advisory Firm List

In its second year, USA TODAY and Statista recognize the “Best Financial Advisory Firms 2024” in the US. The top 500 RIA firms were awarded based on an innovative methodology consisting of two dimensions: A firm’s development of Assets Under Management (AUM) and recommendations by financial advisors, clients, and industry experts. The list attempts to simplify the jumble of the financial advisory industry and is based on the belief, espoused by many financial experts, that the best place to start is with registered investment advisers (RIAs). These are companies that have a fiduciary duty to act in their clients’ best interests at all times. They charge fees rather than sales commissions and employ investment adviser representatives (IARs) who are licensed to give financial advice.

The list by Statista for USA TODAY has culled that daunting universe of RIAs to a top 500 firms based on the growth of their assets under management over the short and long term, and recommendations from clients and peers. Further details about Statista’s methodology and contact information may be found on Statista’s website.

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Guidance For Your Full Financial Journey

Through our comprehensive platform and expertise, Mission Wealth can guide you through all of life's events, including retirement, investment planning, family planning, and more. You will face many financial decisions. Let us guide you through your options and create a plan.

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 advisors, and proactive service. We are fiduciaries, and our holistic planning process provides clarity and confidence. For more information on Mission Wealth, please visit missionwealth.com.

To meet with a Mission Wealth financial advisor, contact us today at (805) 882-2360.


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