Mission Wealth Named to 2015 Financial Times 300 Top Registered Investment Advisers

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Mission Wealth recognized as top RIA firm

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This list recognizes the top independent RIA firms from across the U.S.

Mission Wealth is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers, as of June 18, 2015, for the second year in a row. The list recognizes top independent RIA firms from across the U.S.

This is the second annual FT 300 list, produced independently by the Financial Times (FT) in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.

This was an invitation-only list, and the firms were graded on six criteria: assets under management (AUM); AUM growth rate; years in existence; advanced industry credentials; online accessibility; and compliance records. The 300 top RIAs hail from 34 states and the District of Columbia.

About Mission Wealth

Mission Wealth is a planning and investment firm with offices in Los Angeles, Westlake Village, San Francisco and Denver with headquarters in Santa Barbara. Mission Wealth’s vision is to empower affluent families to pursue their financial dreams. The firm was established on the principles of objective advice, proactive financial planning, and coordination with other professional advisers, including accountants and attorneys.

Mission Wealth does not sell any internal products; therefore, the recommendations they make are solely in the client’s best interests. Their holistic and comprehensive planning process helps clients achieve their goals and enjoy greater peace of mind. Mission Wealth manages over $1.2 billion in assets for over 675 families nationwide. For more information on Mission Wealth, please visit http://www.missionwealth.com.

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Marcie Lund
Mission Wealth
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