Mission Wealth Management

What Mission Wealth Management does

Mission Wealth Management is an independent, employee-owned Registered Investment Advisor (RIA) headquartered in Santa Barbara, California, founded in 2000 by Brad Stark and Seth Streeter. The firm operates a fiduciary wealth management platform organized around four tiered solutions — Family Office Solution ($10M+ AUM), Private Client Solution ($3.5M-$10M), Integrated Wealth Solution ($2M-$3.5M), and Emerging Wealth Solution ($1M-$2M) — and an Emerging Wealth-adjacent NextGen offering for younger investors. It serves high-net-worth individuals and families across personas including retirees and pre-retirees, business owners, independent women, tech professionals, doctors, family offices, and nonprofit foundations, delivered through 134 advisory team members and 66 equity partners across 40+ U.S. office locations spanning 20+ states.

The firm's core technology stack pairs Salesforce CRM automation with white-labeled client and prospect mobile apps (MissionAccess for existing clients, MissionForward for next-generation investors built with Fynancial), eMoney financial planning, and Fidelity and Schwab client portal integrations. Productivity tooling includes an internal ChatGPT-based agent for advisor market-volatility questions and Jump AI for meeting notetaking. Mission Wealth is primarily employee-owned with no parent company; in 2026, Great Hill Partners made the firm's first external minority investment to accelerate its inorganic growth strategy.

Mission Wealth generates revenue through percentage-based fees on assets under management as a fiduciary RIA. AUM has expanded from $5.3B in January 2023 to over $16.8B by mid-2026, driven by an aggressive M&A rollup that has absorbed approximately 20 advisory firms since inception — including Murphy Capital Advisors (Jan 2023), BHJ Wealth Advisors (Aug 2023), Charles Carroll Financial Partners (Mar 2024), JLFranklin Wealth Planning (Oct 2024), Brown Wealth Management (Apr 2025), Hamilton Walker Advisers (Aug 2025), Retter Capital Management (Sep 2025), Diversified Asset Management (Oct 2025), PBL Wealth Management (Jan 2026), RightPath Investments & Financial Planning (Feb 2026), and two undisclosed firms in Southern California and the Pacific Northwest (Jun 2026). New client acquisition combines advisor-led relationship selling, CPA/attorney referral networks, organic search, community engagement, and earned media (USA TODAY Best Financial Advisory Firms 2026 at #42, Financial Advisor Magazine 2026 RIA Survey #47 nationally and Top 50 Fastest-Growing RIA).

Name

Mission Wealth Management

Legal name

Mission Wealth Management L.P.

Website

https://missionwealth.com

Company type

Private

Founded year

2000

Operating status

Operating

Headcount range

11–50 employees

Short description

Mission Wealth Management is an independent, employee-owned Registered Investment Advisor that delivers tiered fiduciary wealth management to high-net-worth individuals and families across 40+ U.S. offices, with over $16.8B in AUM built largely through an aggressive M&A rollup of approximately 20 advisory firms.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)

akta.pro secondary industries

Family Office Advisory & Outsourced CIO (OCIO) (FSAAADAC), Philanthropy & Foundations Advisory (Donor-Advised Funds, Endowments) (FSAAABAH)

Keywords

• Registered investment advisor
• Wealth management services
• Investment management
• Financial planning
• Estate planning advisory

Headquarters

HQ city

Santa Barbara

HQ country

United States

HQ region

North America

Offices50 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Assets Under Management (AUM) Fees: Mission Wealth operates as a registered investment advisor earning fees based on assets under management (AUM). As a fiduciary RIA, the firm charges percentage-based fees on client portfolios, with minimum asset thresholds ranging from $1 million (Emerging Wealth) to $10 million+ (Family Office). The firm's AUM has grown from $5.3 billion in early 2023 to $16.8 billion as of mid-2026, driven by organic growth and mergers.

Pricing tiers

Go-to-market motion2 records

Distribution channels1 record

Marketing channels8 records

Core offering

Mission Wealth Management is a fiduciary Registered Investment Advisor that delivers holistic, fee-based wealth management and investment management services to high-net-worth and ultra-high-net-worth individuals and families. The firm offers four tiered solution packages—Emerging Wealth ($1M–$2M AUM), Integrated Wealth ($2M–$3.5M), Private Client ($3.5M–$10M), and Family Office ($10M+)—each bundling investment management, tax planning, estate and trust planning, charitable planning, asset protection, and behavioral finance coaching under a single advisor relationship. Mission Wealth also serves foundations and nonprofits, business owners, tech professionals, physicians, and next-generation investors via two white-labeled mobile apps (MissionAccess and MissionForward).

Product overview

Mission Wealth Management operates as a registered investment advisory firm offering a tiered wealth management platform with four core solution tiers: Family Office Solution ($10M+ AUM), Private Client Solution ($3.5M-$10M AUM), Integrated Wealth Solution ($2M-$3.5M AUM), and Emerging Wealth Solution ($1M-$2M AUM). The platform is complemented by two mobile applications—MissionAccess for existing client account management and MissionForward for next-generation client engagement—and supplemented by specialized service offerings including investment management, tax management, estate planning, charitable planning, and asset protection. The firm delivers these services through an in-house team of advisors with specialized expertise across investments, taxes, estate planning, and philanthropy.

Differentiator

Problem solved

Functional benefit

Brands

• MissionAccess: Mobile application for existing clients to access their accounts and manage finances.
• MissionForward
• Family Office Solution
• Private Client Solution
• Integrated Wealth Solution
• Emerging Wealth Solution
• Women on a Mission
• Inspired Living

Products and services

• Family Office Solution

Quantifiable outcome

• AUM grew from $5.3B (early 2023) to $16.8B (mid-2026), driven by organic growth and M&A
• +3 more outcomes

Named customers2 records

Segments8 records

Ideal customer profiles10 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

AI capability2 records

Feature4 records

Partnerships

One partnership is on record.

• FynancialcoreTechnology or Integration · 1 January 2026Mission Wealth partnered with Fynancial to launch a white-labeled mobile app called 'Mission Forward,' targeting next-generation clients and their families. The app is part of Mission Wealth's Emerging Wealth Solution and technology modernization strategy, designed to engage younger clients and extend the firm's brand into mobile-first financial services delivery.

Scale indicators13 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Mercer Advisors: One of the largest US RIA consolidators with a national footprint and HNW/UHNW focus, pursuing a similar M&A strategy to Mission Wealth to acquire advisory firms across the country. Both firms emphasize comprehensive wealth planning, serve HNW clients, and have scaled rapidly through inorganic growth.
• Creative Planning: Large national RIA offering comprehensive wealth management to HNW and UHNW clients with a multi-tier solution structure. Creative Planning is a frequent competitor in M&A targets and shares Mission Wealth's holistic planning approach.
• Mariner Wealth Advisors: PE-backed national RIA that has scaled aggressively through acquisitions, serving HNW/UHNW clients with comprehensive wealth, tax, estate, and family office services. A direct competitor for M&A targets and a strategic reference point for Mission Wealth's growth trajectory.
• Hightower Advisors: PE-backed RIA platform serving HNW clients through a partner-led model. Shares the partner culture, M&A growth strategy, and comprehensive wealth management focus with Mission Wealth.
• Wealth Enhancement Group: PE-backed RIA consolidator focused on acquiring wealth management firms nationwide. Competes with Mission Wealth for M&A targets and operates a similar comprehensive planning model.
• Buckingham Strategic Wealth: National RIA providing comprehensive wealth management and financial planning to HNW clients, with emphasis on evidence-based investing and fiduciary advice. A peer in the HNW comprehensive planning segment.
• Carson Group: RIA and coaching platform serving financial advisors and their clients with comprehensive wealth management services. Comparable partner-centric model and focus on advisor growth and support.
• Moneta Group: Mid-to-large national RIA serving HNW/UHNW clients with comprehensive wealth management, family office, and investment services. Comparable in scale and tiered service structure to Mission Wealth.

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the US, offering investment management and financial planning across a broader mass-affluent and HNW client base. Provides a scaled incumbent reference point for comprehensive wealth services.
• Focus Financial Partners: Leading RIA aggregator with a partner-ownership model similar to Mission Wealth's structure, though operates at much greater scale across hundreds of partner firms. Strategic reference for the RIA rollup model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/mission-wealth
• Facebookfacebook.com/MissionWealth
• Xx.com/MissionWealth

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles18 records

Subsidiaries6 records

Funding overview

Funding rounds1 record

Investors1 record

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A11 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Mission Wealth Management