RIA · Independent channel
Mission Wealth
Includes the history of FRG Family Wealth (acquired May 2026) · GFP Wealth Management (acquired May 2026) · PBL Wealth Management (acquired January 2026)
RIA based in Santa Barbara, CA.
- Website
- missionwealth.com
- Regulator record
- MISSION WEALTH MANAGEMENT, LP (SEC)
Recorded arrivals
3
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$1.2B
Reported practice assets · 3 of 3 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Arrivals 3
Teams joining Mission Wealth in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Jun 9 | Acquisition | FRG Family Wealth AdvisorsBellevue, WA | FRG Family WealthRIAacquired by Mission Wealth, May 2026 | $866M | InvestmentNews |
| Jun 9 | Acquisition | GFP Wealth ManagementThousand Oaks, CA | GFP Wealth ManagementRIAacquired by Mission Wealth, May 2026 | $200M | InvestmentNews |
| Jan 27 | Acquisition | PBL Wealth ManagementWest Lake Hills, TX | PBL Wealth ManagementRIAacquired by Mission Wealth, Jan 2026 | $94M | Press Release |
Departures 0
Teams leaving Mission Wealth in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.