Mission Wealth Announces Two Strategic Mergers, Marking Continued Growth in 2026

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Mission Wealth completed two strategic mergers with independent wealth advisory firms in May 2026. The deals expand the firm’s footprint in Southern California and the Pacific Northwest and bring more than $1 billion in combined assets under management. Mission Wealth says the partnerships add complementary advisory talent and broaden client capabilities in planning, tax, estate, and multigenerational wealth services. The firm also highlights its technology stack as part of its service model, which may matter to vendors serving RIAs and wealth managers.

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