On June 9, 2026, Seward & Kissel client Mission Wealth announced its merger with FRG Family Wealth Advisors.
Mission Wealth (“Mission”) announced, on June 9, 2026, its merger with FRG Family Wealth Advisors (“FRG”). Following the merger, FRG will operate under the Mission Wealth name. Further terms of the transaction were not disclosed.
Mission, based in Santa Barbara, California, is a registered investment advisor offering financial and tax planning, investment counsel, estate planning, philanthropic advice, and asset protection services. Mission has approximately $16.8 billion in assets under management.
FRG, based in Bellevue, Washington, is a registered investment advisor offering financial planning, estate planning, philanthropic advice, and tax planning services to high net worth individuals, families, and businesses. FRG has approximately $866 million in client assets. DeVoe & Company served as advisor to FRG on the merger.
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