Barron's Ranks Mission Wealth on Top 100 RIA Firms List for 2025

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Sep 25, 2025, 13:08 ET

With markets evolving and rate cuts on the horizon, Top RIA Firm Mission Wealth offers a complimentary strategy session to help families nationwide align their investment portfolios with their long-term goals.

SANTA BARBARA, Calif., Sept. 25, 2025 /PRNewswire/ -- As Mission Wealth celebrates its 25th anniversary, the firm is proud to announce it has been ranked #54 on Barron's 2025 list of the Top 100 Registered Investment Advisory (RIA) Firms in the nation. This marks the firm's fifth consecutive year on this prestigious list, which recognizes only 100 firms nationwide for their excellence in client service, fiduciary standards, and growth.

"Being recognized by Barron's among the Top 100 RIA Firms for the fifth year in a row is both humbling and inspiring," said Matthew Adams, CEO of Mission Wealth. "To be ranked #54 in the nation this year is a direct reflection of the incredible work of our advisors and team members, who consistently put clients first while living our mission of empowering people to achieve true wealth. We are grateful to our clients who trust us with their goals, and we remain dedicated to delivering personalized service and innovative solutions as we continue to grow nationwide."

Why Rankings Matter for Investors Today

Barron's goal is to shine a spotlight on the nation's best financial advisors, with an eye toward raising standards in the industry. For investors, the rankings serve as a starting point for clients seeking an advisor—a preliminary vetting that can help investors narrow their search.

What should investors do when interest rates are falling and market conditions are shifting?

Mission Wealth's answer: Take this moment to revisit your financial and investment diversification plans.

Schedule a complimentary financial strategy session with a Mission Wealth Advisor.

The Federal Reserve recently cut interest rates by 0.25% at its September Federal Open Market Committee (FOMC) meeting, bringing the target for the Fed funds rate to 4.00–4.25%. The Fed's updated guidance suggests that an additional 0.50% of cuts (bringing the total to 0.75% with September's cut) are likely through the end of 2025. Lower interest rates may create both opportunities and risks — from refinancing and borrowing costs to portfolio allocations and income strategies. A proactive plan helps ensure your wealth is positioned to benefit.

Mission Wealth's fiduciary advisors are focused on helping clients navigate these shifts with confidence. Whether planning for retirement, evaluating concentrated stock positions, or building tax-smart investment strategies, they help align portfolios with long-term goals, even during uncertain markets.

Take the Next Step

Mission Wealth invites individuals and families to schedule a complimentary consultation with one of their experienced advisors. Now is the time to ensure your financial plan is prepared for today's rate cuts and tomorrow's opportunities.

Schedule your financial strategy session today.

About Mission Wealth

Mission Wealth is a nationally recognized Registered Investment Advisor (RIA) that empowers individuals to achieve true wealth through customized financial planning, investment management, and Inspired Living strategies. Founded in 2000, Mission Wealth manages nearly $13 billion in assets and serves over 4,385 client families across the United States.

For comprehensive information about Mission Wealth's core values and services, please visit www.missionwealth.com or contact us at 805-516-5187 for a complimentary financial planning consultation.

About Barron's Methodology
Barron's published its first advisor ranking in 2004 to spotlight the nation's best wealth managers and raise industry standards. This list marks the tenth annual ranking of independent advisory companies based on the firms' assets, growth, technology spending, succession planning, and other metrics. Barron's ranks the largest registered investment advisor firms separately from its broader RIA ranking. For a full report on their methodology, please visit barrons.com. No fee was paid for consideration of this ranking.

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SOURCE Mission Wealth Management, LP