Mission Wealth recently completed two strategic mergers with independent wealth advisory firms, representing the firm’s third and fourth partnerships completed this year. The mergers were finalized in May 2026.
The integrated firms are based in Southern California and the Pacific Northwest, with more than $1 billion in combined assets under management. These partnerships further strengthen Mission Wealth’s presence in two key regions and its national footprint.
Both firms are committed to delivering comprehensive financial guidance. The teams bring complementary experience across key areas of wealth management, including investment management, tax planning, estate planning strategies and multigenerational wealth planning. Through these partnerships, Mission Wealth continues to enhance its capabilities and deliver an integrated and scalable client experience.
The transactions bring additional advisory teams and client relationships into the firm, with continu
