MISSION WEALTH MANAGEMENT, LP

RIASEC RegisteredEst. 2002

Total AUM

$13.9B

Discretionary

$10.6B

76% of AUM

Avg account

$839K

Accounts

16,573

Employees

184

Advisory reps

131

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: HNWI95.97%
Individuals2.37%
Charitable Organizations1.34%
Corporations / Businesses0.25%
Other0.07%
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 structured as a limited partnership and registered with the SEC in 2002. The firm serves both individual and family clients as well as institutional accounts, offering financial planning, portfolio management for individuals and businesses, pension consulting and the selection of other advisers. Its fee schedules include percentage-of-AUM arrangements plus hourly and fixed-fee options, and the firm also operates as an insurance broker. Mission Wealth describes itself as a capital allocator and reports active engagement with ESG considerations in its investment approach. The firm has been recognized on industry lists including multiple Barron’s Top 100 RIA placements (2021–2025), Forbes lists (2023–2024), Financial Times Top 300 (2020) and an AdvisorHub watchlist in 2026.