Mission Wealth announced the completion of two strategic mergers with independent wealth advisory firms, marking the company’s third and fourth partnerships of 2026 and adding more than $1 billion in combined assets under management.
The newly integrated firms are located in Southern California and the Pacific Northwest, strengthening Mission Wealth’s presence in two important regions while expanding its national footprint. The partnerships were finalized in May 2026.
The acquired firms bring expertise in investment management, tax planning, estate planning, and multigenerational wealth planning. Mission Wealth said the additions enhance its capabilities and support the delivery of a more integrated and scalable client experience.
The transactions also add advisory teams and client relationships to the firm while maintaining continuity of service for existing clients. Mission Wealth emphasized that each partnership was selected based on alignment in values, client service philosophy, and long-term vision.
Mission Wealth currently oversees more than $16.8 billion in assets under management and provides financial planning, investment management, tax strategies, estate-planning coordination, philanthropic advice, and asset-protection solutions.
The company said it remains focused on disciplined expansion that strengthens its platform while preserving its high-touch service model and supporting advisors and clients alike.
KEY QUOTE:
“Our growth this year reflects a deliberate effort to partner with firms that share our values and commitment to clients. We are focused on bringing together the right people, capabilities, and culture to better serve clients over time.”
Matthew Adams, CEO And Managing Partner, Mission Wealth
