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RIA comparison · SEC Form ADV

WE Family Offices vs Mission Wealth Management, LP

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

WE Family Offices is the larger of the two, with $18B in regulatory assets to $17B at Mission Wealth Management, LP, 4% more than its rival, by their latest Form ADV filings. Mission Wealth Management, LP reports more individual clients (5,299 vs 112), while WE Family Offices’ clients hold more on average (about $159 million each against $3.2 million). WE Family Offices is based in Coral Gables, Florida and Mission Wealth Management, LP in Santa Barbara, California.

FigureWE Family OfficesMission Wealth Management, LP
Regulatory AUM$18B$17B
National rank#54#56
HeadquartersCoral Gables, FloridaSanta Barbara, California
Individual clients1125,299
High-net-worth clients1123,633
Average client assets$159 million$3.2 million
Accounts11218,908
Discretionary0% of AUM70% of AUM
Employees65220
Advisory staff35135
Clients per advisory employee339
Offices230
Form ADV filed2026-04-212026-09-28

WE Family Offices

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Fixed fees
  • Performance-based fees

Mission Wealth Management, LP

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, WE Family Offices or Mission Wealth Management, LP?

WE Family Offices, with $18B in regulatory assets under management against $17B at Mission Wealth Management, LP. Nationally they rank #54 and #56 among 5,657 independent wealth management RIAs.

How many clients do WE Family Offices and Mission Wealth Management, LP have?

WE Family Offices reports 112 individual clients (112 high-net-worth) with 35 advisory employees; Mission Wealth Management, LP reports 5,299 (3,633 high-net-worth) with 135 advisory employees.

How do WE Family Offices and Mission Wealth Management, LP charge clients?

Only WE Family Offices lists performance-based fees on Form ADV. Only Mission Wealth Management, LP lists hourly charges. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do WE Family Offices and Mission Wealth Management, LP offer?

Mission Wealth Management, LP lists portfolio management for businesses and institutions; pension consulting; other services, which WE Family Offices does not. Both offer financial planning; portfolio management for individuals and small businesses; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: WE Family Offices ↗, Mission Wealth Management, LP ↗. How to check a financial advisor →