Mission Wealth Ranked #44 on Barron's Top 100 RIA Firms List for 2026
Mission Wealth, an independent registered investment advisory (RIA) firm based in Santa Barbara, California, has been ranked No. 44 on Barron’s list of the Top 100 RIA firms for 2026. This marks its sixth consecutive appearance on the annual ranking, reflecting continued growth and a planning-first approach to wealth management. The firm manages approximately $17.5 billion in assets under management (AUM) across more than 5,000 families nationwide with over 225 team members. Mission Wealth attributes its success to intentional expansion that maintains personalized client service while addressing increasingly complex financial needs through comprehensive planning and advanced technology. Barron’s Top 100 RIA Firms ranking evaluates firms based on factors such as AUM, growth, technological investment, succession planning, staffing, and client retention. Mission Wealth recently unveiled a refreshed brand and website to support its evolving national presence in financial planning, tax strategy, estate coordination, and other wealth management services.
