Mission Wealth Management, LP

RIASEC Registered

Total AUM

$17B

Discretionary

$11.9B

70% of AUM

Avg account

$899K

Accounts

18,908

Employees

220

Advisory reps

139

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. The firm is SEC-registered (registered in 2002) and serves both individual/family clients and institutional mandates. Its advisory services span financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, pension consulting, and selection of other advisers. The firm also acts as an insurance broker and offers fee arrangements that include percentage-of-AUM, hourly charges, and fixed fees. Mission Wealth reports active ESG investing practices and identifies itself as a capital allocator that uses third‑party managers for some allocations. Mission Wealth has received industry recognition over multiple years, including repeated appearances in Barron’s Top 100 RIA lists (2021–2025), placements in Forbes and Financial Times lists, and other trade rankings through 2026.