Awards and Rankings

Mission Wealth is proud to have consistently received recognition from many of the top industry publications.

FT_400_Advisers_Logo_2015

One of America’s Top 300 Registered Investment Advisers ― Financial Times

Firms included on this list were judged on their overall score in six areas, including assets under management, asset growth, the firm’s years in existence, industry certifications of key employees, SEC compliance record, and online accessibility.

Please click here to see the complete list of ranked firms for 2015. Mission Wealth is on page 2.

One of America’s Top Registered Investment Advisory Firms ― Financial Advisor magazine

This annual ranking is based on the percentage of growth in assets under management from the previous year. Mission Wealth received this recognition in 2011-2015.

Please click here to see the complete list of ranked firms for 2015. Mission Wealth is on page 6.

One of America’s Top Wealth Managers ― Bloomberg/AdvisorOne magazine

Rankings are based on average client account size for the prior year ending on December 31 as well as the percentage change in assets under advisement between January 1 and December 31 of the prior year. Mission Wealth received this recognition in 2003-2011. This award is no longer available.

Please click here to see the complete list of ranked firms for 2011.

One of the Nation’s Top 25 Fastest Growing Independent Registered Investment Advisory Firms ― Financial Advisor magazine

Rankings based on average client account size for the prior year ending on December 31, 2005 and percentage change in assets under advisement between January 1, 2005 and December 31, 2005

One of the Nation’s Top 250 Wealth Advisors ― Worth magazine

Seth Streeter was recognized in Worth magazine’s Oct/Nov 2009 issue. This award is based on nominations by readers and unaffiliated financial firms, client surveys, and a questionnaire answered by the advisor. The opinions of clients who responded to surveys may not be representative of the experience of other clients and is not a guarantee of future performance or success. Participants were not paid to take part in this survey.

One of America’s Top 100 Independent B/D Advisors ― Registered Rep magazine

Brad Stark was recognized in 2011 as the 26th ranked advisor in the country. These rankings are based on total assets under management as of December 31, 2010 and were compiled by Meridian IQ, a firm that offers data intelligence and tools within the financial services industry.

Who’s Who in Business Leadership ― Pacific Coast Business Times

Brad Stark received this recognition in 2009. To be considered for inclusion, the Pacific Coast Business Times considered Mr. Stark’s management role at Mission Wealth, the scope of his customer’s presence in the region, as well as the range of territory that Mission Wealth’s services reach.

Who’s Who in Banking and Finance ― Pacific Coast Business Times

To be considered for inclusion, the Pacific Coast Business Times considers each nominees’ management role at their business, the scope of their customer’s presence in the region, as well as the size that their territory service encompasses.

Top 40 Under 40 ― Pacific Coast Business Times

The following Mission Wealth advisors have received this distinction:

  • Jenna Rogers, 2015
  • Andrew Penso, 2009
  • Dannell Stuart, 2008
  • Matthew Adams, 2005
  • Brad Stark, 2004
  • Seth Streeter, 2002

One of America’s Top CPA/Financial Planning Firms ― CPA Wealth Provider magazine

Featured in www.webcpa.com, these rankings are based on assets under management as of the prior year ending on December 31. Mission Wealth has received this recognition in 2007, 2008, and 2010.

* Receipt of the awards listed above are not indicative of investment performance and do not guarantee future results.

 

Interested in getting started? Please call Dannell Stuart at (805) 690-3850
or email her at dstuart@missionwealth.com.
NAVIGATION