Recognition highlights the firm’s continued growth and planning-first approach to wealth management
SANTA BARBARA, Calif., Sept. 17, 2026 /PRNewswire/ — Mission Wealth, a nationally recognized RIA, announced it has been named to Barron’s 2026 list of the Top 100 RIA Firms, ranking No. 44 nationally. This marks the firm’s sixth consecutive year on the annual list, continuing a steady rise in the rankings since its first appearance.
Mission Wealth serves more than 5,000 families, manages approximately $17.5 billion in assets under management, and has more than 225 team members nationwide.
“Growth gives us the opportunity to bring more knowledge and resources to the families we serve while deepening the personal experience they expect from Mission Wealth,” said Dannell Stuart, president of Mission Wealth. “We’ve been intentional about building a firm that can meet increasingly complex client needs while maintaining the level of care that has always been central to how we work.”
Barron’s has published its advisor rankings annually since 2004 to spotlight leading wealth managers and raise industry standards. The Top 100 RIA Firms ranking considers factors including assets, growth, technology investment, succession planning, client retention and staffing. No fee was paid for consideration of this ranking.
“Earning a place on Barron’s Top 100 RIA Firms list for six consecutive years speaks to the consistency of our approach and the strength of our team,” said Matthew Adams, CEO of Mission Wealth. “As we continue to grow, comprehensive planning and personal client relationships remain at the center of how we serve.”
Mission Wealth continues to expand its national presence and capabilities across financial planning, investment management, tax strategy and estate planning coordination to support the evolving needs of its clients. The firm also recently unveiled a refreshed brand and website, marking a new chapter for Mission Wealth.
About Mission Wealth
Mission Wealth is a nationally recognized RIA that oversees over $17.5 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. For more information on Mission Wealth’s merger and partnership opportunities, please visit missionwealth.com/opportunity.
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MISSION WEALTH IS A REGISTERED INVESTMENT ADVISER. 00960403 09/26
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SOURCE Mission Wealth Management, LP
