Mission Wealth

Independent registered investment advisory firm founded in 2000, providing integrated wealth management - investments, tax, estate, and retirement planning - to over 5,400 families nationwide.

Mission Wealth is an independent registered investment advisory firm founded in 2000 and headquartered in Santa Barbara, California. The firm provides integrated wealth management to individuals, families, and business owners, combining investment management, tax strategy, estate planning, asset protection, charitable giving, and retirement planning within a single engagement. Clients work with a dedicated advisor who draws on in-house specialists, including CPAs, estate strategists, and philanthropic advisers.

The firm operates on a fiduciary basis, meaning recommendations are made in the client's interest rather than the firm's. Mission Wealth does not sell its own products and does not earn commissions. It reports $17.5 billion in assets under management and serves more than 5,400 families across 48 office locations in the United States.

Mission Wealth has been named to the Barron's Top 100 RIA Firms list for six consecutive years. The firm has also been recognised by Fortune, InvestmentNews, and Inc. Magazine for workplace culture and client service. Its stated foundation is independence, objectivity, and personalised attention, with an emphasis on helping clients reach financial clarity and confidence.