Mission Wealth is proud to have consistently received recognition from many of the top industry publications.
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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 Management received this recognition in 2011 and 2012. Please click here to see the complete list of ranked firms for 2012. |
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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 Management received this recognition in 2003-2011. Please click here to see the complete list of ranked firms for 2011. |
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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 |
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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. |
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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. |
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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 Management, the scope of his customer’s presence in the region, as well as the range of territory that Mission Wealth Management’s services reach. |
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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. |
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Top 40 Under 40 ― Pacific Coast Business Times The following Mission Wealth Management advisors have received this distinction:
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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 Management has received this recognition in 2007, 2008, and 2010. |
Interested in getting started? Please call Dannell Stuart at (805) 690-3850 or email her at dstuart@missionwealth.com.