Inc. Magazine Names Mission Wealth to Best Workplaces List for 2025
SANTA BARBARA, Calif., June 18, 2025 /PRNewswire/ -- Mission Wealth, a nationally recognized Registered Investment Advisor (RIA), has been named to Inc. magazine's 2025 Best Workplaces list, distinguishing itself among 514 companies nationwide that demonstrate a deep commitment to workplace excellence.
The firm received an outstanding overall score of 95.51, compared to the average score of 90 for other medium-sized finalists.
"This award isn't just about our culture—it's about the people who bring it to life every day," said Matthew Adams, CEO and Managing Partner of Mission Wealth. "We're deeply proud of the values we live by: caring, growth-minded, adaptable, and committed. This recognition from Inc. reinforces that we're building something truly special together."
Team members described Mission Wealth as a place where collaboration is encouraged, support is constant, and values are more than just words on a wall. One anonymous employee shared:
"Mission Wealth is what I would refer to as a unicorn in the finance industry. Collaboration is encouraged, we inspire one another to show up as our best selves daily, we value our support teams, we have a diverse team, and everyone is respected and celebrated. It's a wonderful place to work, and first and foremost, we all work with the same objective, and that is the well-being of our clients and everyone in the organization."
This is the sixth consecutive year that Mission Wealth has been named to the Inc. Best Workplaces list. The recognition adds to a growing list of accolades from Fortune, Forbes, Barron's, and InvestmentNews. As the firm approaches $12 billion in assets under management and continues to serve over 4,100 client families nationwide, it remains steadfast in its commitment to fostering a high-impact culture.
Mission Wealth continues to grow and is currently hiring across multiple office locations in the U.S. Professionals seeking to join a values-driven, growth-minded team are encouraged to visit the firm's Careers page at missionwealth.com/careers.
About the Inc. Best Workplaces Award
The Inc. Best Workplaces recognition is determined by a comprehensive methodology that combines benefits assessment with anonymous employee feedback collected via Quantum Workplace. Companies are evaluated based on culture, leadership, and overall employee satisfaction. For details on the selection process and the full methodology, please visit Inc.com.
About Mission Wealth
Since 2000, Mission Wealth has been a nationally recognized Registered Investment Advisor (RIA) dedicated to serving over 4,150 valued clients and families and managing assets exceeding $11.5 billion across the United States. For comprehensive information about Mission Wealth's core values and services, please visit www.missionwealth.com or contact us at 805-516-5187 for a complimentary financial planning consultation.
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MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. ALL RIGHTS RESERVED. 00763943 06/25
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SOURCE Mission Wealth Management, LP