Mission Wealth Named to InvestmentNews' 2025 Best Places to Work for Financial Advisors
SANTA BARBARA, Calif., March 25, 2025 /PRNewswire/ -- Mission Wealth is proud to announce it has been named to the 2025 InvestmentNews Best Places to Work for Financial Advisors list, a prestigious recognition of the firm's continued investment in its people, culture, and purpose-driven approach to wealth management.
Each year, InvestmentNews highlights standout firms nationwide that create exceptional workplaces through strong leadership, career development, workplace flexibility, and employee engagement. This latest honor reinforces Mission Wealth's commitment to its team and clients.
"We're proud to foster an environment where our team can thrive professionally and personally," said Dannell Stuart, President of Mission Wealth. "This recognition reflects the strength of our culture—and the trusted relationships we build daily with our clients."
With over 3,930 client households served nationwide, Mission Wealth's continued growth is powered by its client-first philosophy, collaborative service model, and holistic financial planning approach. The firm's Wealth Advisors offer clients comprehensive wealth planning backed by dedicated specialists in investments, tax strategy, estate planning, and more.
The firm's mission is to empower its team members by investing in its comprehensive benefits package. All employees receive competitive compensation, a wellness plan, a growth-minded and caring company culture, 100% Mission Wealth-paid medical coverage, complimentary financial planning, philanthropic benefits like matched donations, volunteer paid time off, and more.
Looking to Join an Award-Winning Firm?
Mission Wealth is growing and hiring professionals who want to build their careers at a firm known for innovation, flexibility, and purpose. Whether you're a seasoned advisor or a rising financial professional, this is your opportunity to join one of the industry's leading firms. Join the team:missionwealth.com/careers
Read more about what makes Mission Wealth a top workplace: missionwealth.com/investmentnews-best-place-to-work
Searching for a Trusted Financial Partner?
Mission Wealth offers the service, expertise, and care you can expect from a nationally ranked and award-winning firm for individuals and families seeking personalized, forward-thinking financial guidance. With a wide range of planning and investment solutions, the firm's mission is to help clients feel confident—through every life stage. Connect with a Wealth Advisor:missionwealth.com/contact
About Mission Wealth
Established in 2000, Mission Wealth is a nationally recognized Registered Investment Advisor (RIA) dedicated to serving over 3,930 valued clients and families and managing assets exceeding $10.6 billion across the United States. For comprehensive information about Mission Wealth's core values and services, please visit www.missionwealth.com or contact us at805-516-5187for a complimentary consultation.
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InvestmentNews Best Places to Work Methodology
To find and recognize the Best Places to Work, InvestmentNews invited organizations to participate by filling out an employer form asking companies to explain their various offerings and practices. Employees from nominated companies were asked to fill out an anonymous form evaluating their workplace on a number of metrics, including benefits, compensation, culture, employee development, and commitment to diversity and inclusion. To be considered, each organization had to reach a minimum number of employee responses based on its overall size. Organizations with an 80 percent or greater average employee satisfaction rating were named Best Places to Work of 2025. Learn more at www.investmentnews.com.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISOR. 00698725 03/25
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SOURCE Mission Wealth Management, LP