Seth Streeter, President and Founder, attributes Mission Wealth’s ranking to “Our independent platform, caring and skilled advisors, and sound investment approach with high-touch service that helps keep our clients happy and on track
Santa Barbara, CA (PRWEB) August 28, 2013
With over $780 million assets under management, Mission Wealth seems to have the making for success as a top Registered Investment Advisers (RIA). Out of over 30,000 investment advisors in the United States, Financial Advisor magazine narrows down to a list of 522 top firms to be surveyed. In this eighth annual RIA survey Mission Wealth was recognized as a top firm by being ranked 181.* To view the complete list of rankings, please click here. Seth Streeter, President and Founder, attributes Mission Wealth’s ranking to “Our independent platform, caring and skilled advisors, and sound investment approach with high-touch service that helps keep our clients happy and on track. Our 98% client retention rate over the last fourteen years speaks volumes.”
To sum up Mission Wealth’s past year the word growth is inevitable. According to Financial Advisor’s RIA survey, Mission Wealth experienced an 8.75% increase in its number of clients with 24.69% growth of assets per client in 2011-2012. In addition, Mission Wealth has recently continued its expansion in the western United States with new offices in Santa Monica and San Francisco, providing a total of four offices from the Bay Area to Los Angeles to better serve both local and national clients. “We are most excited about our ability to help more people who are looking to make smart decisions with their finances,” says Streeter.
Seth Streeter and Brad Stark founded Mission Wealth in 2000 with the mission to empower affluent individuals and families to pursue their financial goals. Mission Wealth develops tailored financial plans for every client and then ensures they remain up-to-date with their proactive Integrated Wealth Solution® service approach.
The Mission Wealth team’s dedication to its clients mirrors its commitment to the community as it supports over forty-five community organizations. “Two of Mission Wealth’s core values are impact - knowing we make a difference by what we do each day. And appreciation - for what we do, who we work with, where we live and what we have. Staying active in the communities we serve is our way of showing our appreciation,” stated Streeter.
For more information about Mission Wealth, please visit http://www.missionwealth.com, or contact Dannell Stuart, Director of Business and Development, at (805) 690-3850 or dstuart(at)missionwealth(dot)com.
*This annual ranking is based on the percentage of growth in assets under management from the previous year. Top RIA Firm Award is not based on investment performance and does not guarantee future results. Securities offered through National Planning Corporation (NPC), member FINRA/SIPC. Advisory services offered through Mission Wealth, a Registered Investment Adviser. NPC and Mission Wealth are separate and unrelated entities.