“Every year, InvestmentNews is proud to profile those who prioritize taking care of their own. We applaud this year’s Best Firms for Advisors winners for investing in their most precious resource: their people.” said Paul Curcio, Executive Editor of InvestmentNews.
To learn more about the InvestmentNews 2023 Best Places to Work for Financial Advisers, please go to Bestplacesforadvisers.com.
About InvestmentNews Best Places to Work for Financial Advisors
About Mission Wealth
Founded in 2000, Mission Wealth, a national Registered Investment Advisor (RIA), proudly serves over 2,450 families and manages over $5.3 billion in assets across the United States. Headquartered in Santa Barbara, the firm has 26 additional offices located in the states of Arizona, California, Colorado, Florida, Illinois, Florida, Georgia, Indiana, New York, Oregon, Texas, Utah, and Washington. Mission Wealth’s service offerings include financial planning, investment management, estate planning and charitable giving, asset protection, tax planning, retirement planning, and family office services. For more information, visit missionwealth.com. To meet with a Mission Wealth financial advisor, call (805) 882-2360.
Copyright © 2023, Mission Wealth is a Registered Investment Advisor. All rights reserved.
MISSION WEALTH IS A REGISTERED INVESTMENT ADVISER. THIS DOCUMENT IS SOLELY FOR INFORMATIONAL PURPOSES, NO INVESTMENTS ARE RECOMMENDED. ADVISORY SERVICES ARE ONLY OFFERED TO CLIENTS OR PROSPECTIVE CLIENTS WHERE MISSION WEALTH AND ITS REPRESENTATIVES ARE PROPERLY LICENSED OR EXEMPT FROM LICENSURE. NO ADVICE MAY BE RENDERED BY MISSION WEALTH UNLESS A CLIENT SERVICE AGREEMENT IS IN PLACE.
Award Methodology and Disclosure: To be eligible for consideration in each year’s list, organizations must apply and fill out a detailed survey about the company, and then submit an email list of all its employees to INews. INews will survey the employees anonymously. Firm must meet all of the following criteria, including: 1) be in business a minimum of one year; 2) have a minimum of 15 employees in the United States (all employees in the company should be included in the employee count, not just the financial advising department); 3) be a registered investment adviser (RIA), affiliated with (but not an employee of) an independent broker dealer (IBD), or a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA (firms should directly provide financial advice to households or organizations). To ensure credibility, organizations having 15-24 employees must have an 80% or better response rate on the employee survey. The questionnaires are structured to make it equally easy for a participants to provide both favorable and unfavorable responses, and are not designed to produce a pre-determined result. There is no fee to participate.