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Adams, Matthew
Chief Executive Officer & Managing Partner
RIAs: More Than $10 Billion AUM/AUA
Luminaries 2026 Impact Statement
Matthew Adams has led Mission Wealth through one of the most disciplined growth trajectories in the independent RIA industry. As Chief Executive Officer and Managing Partner, he oversees a national firm managing more than $16.9 billion in assets, a position he has built over more than two decades by prioritizing culture, internal development, and sustainable scale over growth at any cost. In the past 12 to 18 months, Matt secured a strategic minority investment from Great Hill Partners, deployed capital toward technology infrastructure and digital marketing, and continued expanding the firm's in-house wealth strategy group — which now spans tax, estate, risk, and philanthropic specialists offered to clients at no additional cost.
