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

136

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, fee-based RIA organized as a limited partnership and registered with the SEC since 2002. The firm advises individuals, families and institutional clients and functions as a capital allocator, both building portfolios directly and selecting third-party managers. Its advisory menu spans financial planning, portfolio management for individuals and small businesses, pension consulting and the selection of other advisers; it also operates as an insurance broker. Mission Wealth charges asset-based fees alongside hourly and fixed-fee engagements and identifies as an active ESG investor. The firm has been recognized repeatedly in industry lists, including multiple Barron’s Top 100 RIA appearances (2021–2025), Forbes America’s Top RIA Firms (2023, 2024), FA Magazine and Financial Times nods in 2020, and an AdvisorHub “50 RIA Firms to Watch” listing in 2026.