FA Magazine Names Mission Wealth One of 2025's Top and Fastest-Growing RIA Firms
SANTA BARBARA, Calif., July 15, 2025 /PRNewswire/ -- Mission Wealth is proud to announce its inclusion inFinancial Advisor Magazine's prestigious 2025 rankings, earning the #56 spot among the Top RIA Firms in the country and ranking #28 on the Top 50 Fastest-Growing RIAs list. The national recognition reflects the firm's consistent momentum, commitment to innovation, and client-first approach to personalized financial planning.
The 2025 FA Magazine survey highlights firms navigating a rapidly evolving landscape of artificial intelligence, advisor shortages, and growing client complexity. Mission Wealth has embraced this moment by leveraging technology and talent to enhance—not replace—its high-touch client experience.
"Rankings like this are a reflection of the deep trust our clients place in us," said Matthew Adams, CEO of Mission Wealth. "We don't pursue growth for growth's sake. Every milestone we reach—like being named among FA Magazine's Top RIA Firms and Top Fastest-Growing RIAs—is the result of a deliberate strategy focused on delivering meaningful impact to our clients and communities."
Leading Through Innovation and Integrity
As of year-end 2024, Mission Wealth's assets under management (AUM) exceeded $10 billion—representing a 41.72% increase year over year (2023-2024). While the firm's growth has been significant, its purpose remains unchanged: to empower individuals, families, and organizations to thrive—financially and beyond.
Key strategies fueling Mission Wealth's growth include:
- Strategic Use of Artificial Intelligence
Mission Wealth integrates AI into its planning and investment operations to improve efficiencies and uncover deeper insights, while keeping the advisor-client relationship at the center. - Prioritization of Cybersecurity
As technology adoption increases across the industry, the firm has invested heavily in a robust cybersecurity infrastructure to ensure data integrity and protect its clients. - Advisor Pipeline Development
With an eye toward the industry-wide advisor shortage, Mission Wealth is expanding its internship and mentorship programs to foster a purpose-driven career path for the next generation of financial professionals.
Why These Rankings Matter
The firm's inclusion in this year's FA Magazine rankings underscores its ability to scale while maintaining high-touch, deeply personal service. Whether helping clients manage a concentrated stock position, plan a meaningful legacy, or navigate complex transitions, Mission Wealth remains committed to providing values-based guidance and achieving long-term results.
Prospective clients can book a complimentary discovery call at: https://missionwealth.com/contact/
Join The Mission Wealth Team
Passionate about purpose-driven advising? Mission Wealth is actively expanding its team and internship program. If you're an advisor—or aspiring to become one—explore open roles and join our mission-driven culture: https://missionwealth.com/careers/
About Financial Advisor Magazine's RIA Ranking
Financial Advisor Magazine's annual RIA ranking is based on assets under management of independent Registered Investment Advisory firms that file their own ADV with the SEC. The 2025 rankings include firms with over $500 million in AUM as of December 31, 2024. Rankings are voluntarily submitted and are not influenced by fees or advertising. No fee was paid for this ranking. For the full methodology, please read the full editorial and rankings list on FA's website.
About Mission Wealth
Since 2000, Mission Wealth has been a nationally recognized Registered Investment Advisor (RIA) dedicated to serving over 4,185 valued clients and families and managing assets exceeding $11.9 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. 00772222 07/25
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SOURCE Mission Wealth Management, LP