SANTA BARABARA, Calif. (PRWEB) June 16, 2016 -- Mission Wealth is pleased to announce that it has been named to the Financial Times 300 Top Registered Investment Advisers for the third year in a row. The list recognizes top independent RIA firms from across the U.S.
“Recognition is always appreciated, but the credit also goes to our clients,” Mission Wealth co-founder Brad Stark said. “This award is shared with the entire Mission Wealth family and it is a reflection of the special relationships we have built over the past 16 years.”
Mission Wealth manages over $1.285 billion in assets, serving over 740 families and charities.
This is the third annual FT 300 list, produced by the Financial Times (FT) in collaboration with Ignites Research, a subsidiary of the FT that provides business intelligence on the investment management industry.
The 300 top RIAs hail from 34 states and Washington, D.C. More than 1,500 pre-screened RIA firms were invited to apply for consideration, based on their assets under management (AUM). Applicants that applied were then graded on six criteria: AUM; AUM growth rate; years in existence; advanced industry credentials of the firm’s advisors; online accessibility; and compliance records. Neither the RIA firms nor their employees pay a fee to the Financial Times in exchange for inclusion in the FT 300.
About Mission Wealth
Mission Wealth’s vision is to provide caring advice that empowers families to achieve their dreams. The founders were pioneers in the industry when they embraced the client-first principles of objective advice, comprehensive financial planning, coordination with other professional advisers and proactive service.
Mission Wealth does not sell any internal products; therefore, the firm’s recommendations are solely in the client’s best interests. Mission Wealth’s holistic planning process helps clients enjoy greater peace of mind. For more information on Mission Wealth, please visit http://www.missionwealth.com.
Marcie Lund, Mission Wealth, +1 (805) 690-3878, [email protected]