Alaris

Mission Wealth Management, LP

Santa Barbara, CA

Website:

https://missionwealth.com/

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Santa Barbara, CA

Website:

https://missionwealth.com/

Leadership Interview

Company Details

Approximate AUM

$11,600,000,000

Fee model

Fee Only Flexible

Number of employees

158

Custodians

Schwab

Fidelity - IWS

Description

Mission Wealth Management ("Mission") was founded in 2000 by Brad Stark and Seth Streeter with a vision to break away from the traditional, product-driven advisory model. As early adopters of the CFP designation, they built a firm rooted in comprehensive financial planning and fiduciary responsibility. From the outset, their goal was to prioritize client service over sales, cultivating a team-oriented environment that emphasized long-term relationships. Over the years, Mission Wealth expanded its reach through key partnerships with Schwab and Fidelity’s referral networks, as well as a culture that welcomed new shareholders and top talent through strategic mergers and internal growth.

Today, Mission Wealth serves clients nationwide with a robust support system of centralized teams and in-house experts across investments, tax, estate planning, risk, and philanthropy. The firm’s innovative structure separates business development from client service, allowing advisors to focus on what they do best—serving clients. With more than 50 shareholders, 40 of whom were promoted from within, Mission Wealth continues to attract like-minded professionals who align with its core values: Caring, Committed, Growth-Minded, and Adaptable. Through a thoughtful combination of people, process, and purpose, Mission Wealth helps clients realize true wealth—both in life and legacy.

Locations

770 Legacy Pl Fl 2 Dedham MA 2026

901 S Mopac Expy Ste 250 Austin TX 78746

7191 Wagner Way Ste 301 Gig Harbor WA 98335

7500 San Felipe St Ste 150 Houston TX 77063

6905 N Wickham Rd Ste 305 Melbourne FL 32940

67030 N Scottsdale Rd Ste 150 Scottsdale AZ 85255

55 Broadway Ste 407 New York NY 10006

3840 N York St Denver CO 80205

3608 W Friendly Ave Ste 100 Greensboro NC 27410

3450 Penrose Pl Ste 160 Boulder CO 80301

308 S 1st St Saint Charles IL 60174

2655 1st St Ste 250 Simi Valley CA 93065

242 Linden St Fort Collins CO 80524

251 W 30th St New York NY 10001

2441 Warrenville Rd Ste 320 Lisle IL 60532

2300 Lakeview Pkwy Ste 700 Alpharetta GA 30009

2128 W 32nd Ave Fl 2 Denver CO 80211

19505 Biscayne Blvd Ste 2350 Miami FL 33180

2029 Century Park E Ste 400N Los Angeles CA 90067

17015 N Scottsdale Rd Ste 300 Scottsdale AZ 85255

1420 5th Ave Ste 2200A Seattle WA 98101

12100 Singletree Ln Ste 175 Eden Prairie MN 55344

1111 Chapala St Fl 3 Santa Barbara CA 93101

111 Congress Ave Austin TX 78701

12555 High Bluff Dr Ste 215 San Diego CA 92130

1212 Broadway Plz Ste 2100 Walnut Creek CA 94596

1111 Anacapa St Santa Barbara CA 93101

108 Wild Basin Rd Ste 250 Austin TX 78746

1040 Northgate Dr San Rafael CA 94903

1010 S Federal Hwy Ste 1432 Hallandale FL 33009

1 Park Plz Ste 600 Irvine CA 92614

1100 Glendon Ave Fl 17 Los Angeles CA 90024

100 Congress Ave Ste 2000 Austin TX 78701

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Retirement / Income Planning

Tax Preparation

Family Office Services

Tax Planning

Executive Compensation Planning

Recent News

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video Overview

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

[Service]

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AUM Growth

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Technology

Overview

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Match confidence

N/a

video Overview

Getting started

00:53

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Retirement / Income Planning

Tax Preparation

Family Office Services

Tax Planning

Executive Compensation Planning

Mission Wealth Management, LP

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Mission Wealth Management, LP's Ideal Partner

Company Videos

Ready to show your interest to the buyer?

Mission Wealth Management, LP

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Mission Wealth Management, LP's Ideal Partner

Company Videos

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