Mission Wealth Management, LP

RIASEC RegisteredEst. 2002

Total AUM

$17B

Discretionary

$11.9B

70% of AUM

Avg account

$899K

Accounts

18,908

Employees

220

Advisory reps

134

Firm details

Headquarters: Santa Barbara, California
CRD number: 113057
Registered since: June 7, 2002
Website: missionwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI94.08%
Individuals4.4%
Charitable Organizations1.25%
Corporations / Businesses0.21%
State / Municipal Government0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mission Wealth Management, LP is an independent registered investment adviser organized as a limited partnership and operating since 2002. The firm functions as a capital allocator and serves individuals, families and institutional clients. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting and selection of other advisers. The firm also operates an insurance brokerage business and charges clients through a mix of asset-based fees, hourly fees and fixed fees. Mission Wealth reports being an active ESG investor. The firm has received recurring industry recognition, including placements on Barron’s Top 100 RIA Firms (2021–2025), Forbes’ lists (2023, 2024), Financial Times’ Top 300 (2020), FA Magazine (2020) and AdvisorHub’s 50 RIA Firms to Watch (2026).