Awards and Rankings

Mission Wealth is proud to have consistently received recognition from many of the top publications in the industry. MWM’s distinctions including rankings in Worth Magazine, Bloomberg/Wealth Manager Magazine, Financial Advisor Magazine, CPA Wealth Provider Magazine, and the Pacific Coast Business Times.

2012

Who’s Who in Banking and Finance****** – Pacific Coast Business Times

2011

One of America’s Top Wealth Managers* – Bloomberg/AdvisorOne Magazine
One of America’s Top Registered Investment Advisory Firms**** – Financial Advisor Magazine
One of America’s Top 100 Independent B/D Advisors***** – Brad Stark, Registered Rep Magazine
Who’s Who in Banking and Finance – Pacific Coast Business Times

2010

One of America’s Top Wealth Managers* – Bloomberg/Wealth Manager Magazine
One of America’s Top Registered Investment Advisory Firms**** – Financial Advisor Magazine
One of America’s Top CPA/Financial Planning Firms*** – CPA Wealth Provider Magazine

2009

One of America’s Top Wealth Managers* – Bloomberg/Wealth Manager Magazine
Who’s Who in Banking and Finance****** – Pacific Coast Business Times
Top 40 Under 40 – Andrew Penso, Pacific Coast Business Times
Who’s Who in Business Leadership – Brad Stark, Pacific Coast Business Times

2008

One of America’s Top Wealth Managers* – Bloomberg/Wealth Manager Magazine
One of the Nation’s Top 250 Wealth Advisors** – Seth Streeter, Worth Magazine
One of America’s Top CPA/Financial Planning Firms*** – CPA Wealth Provider Magazine
Who’s Who in Banking and Finance****** – Pacific Coast Business Times
Top 40 Under 40 – Dannell Stuart, Pacific Coast Business Times

2007

One of America’s Top Wealth Managers* – Bloomberg/Wealth Manager Magazine
One of America’s Top CPA/Financial Planning Firms*** – Financial Advisor Magazine
Who’s Who in Banking and Finance****** – Pacific Coast Business Times

2006

One of America’s Top Wealth Managers* – Bloomberg/Wealth Manager Magazine
Top 25 Fastest Growing Independent Registered Investment Advisors – Financial Advisor Magazine

2005

One of America’s Top Wealth Managers* – Bloomberg/Wealth Manager Magazine
Top 40 Under 40 – Matthew Adams, Pacific Coast Business Times
Who’s Who in Banking and Finance****** – Pacific Coast Business Times

2004

One of America’s Top Wealth Managers* – Bloomberg/Wealth Manager Magazine
Top 40 Under 40 – Brad Stark, Pacific Coast Business Times

2003

One of America’s Top Wealth Managers* – Bloomberg/Wealth Manager Magazine

2002

One of America’s Top Wealth Managers* – Bloomberg/Wealth Manager Magazine
Top 40 Under 40 – Seth Streeter, Pacific Coast Business Times

2001

One of America’s Top Wealth Managers* – Bloomberg/Wealth Manager Magazine

Interested in getting started? Please call us at our main office: (805) 882-2360 or email info@missionwealth.com.

* Rankings based on average client account size for the prior year ending on December 31st and percentage change in assets under advisement between January 1st and December 31st of the prior year as reflected in these rankings. Mission Wealth is the only ranked firm in  Santa Barbara County for 2011. **Worth Magazine, Oct/Nov 2009. Award 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. ***Webcpa.com Rankings based on assets under management as of the prior year ending on December 31st..**** Rankings based on average client account size for the prior year ending on December 31st and percentage change in assets under advisement between January 1st and December 31st of the prior year. ***** Rankings based on total assets under management as compiled by Meridian IQ, a firm that offers data intelligence and tools within the financial services industry. ******To be considered for inclusion, PCBT considers the 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.