Reston, VA-based firm recognized amid a sharp rise in competition among the nation’s top registered investment advisors
RESTON, Va., Sept. 18, 2026 /PRNewswire/ — Mason Investment Advisory Services has been named to Barron’s 2026 Top 100 RIA Firms, marking the firm’s seventh consecutive year on the list. The ranking comes as the field grows more competitive, with firms across the industry expanding their scale and resources each year. Awarded on September 11, 2026, based on data for the 12-month period ending June 30, 2026.
Barron’s rankings are based on a strictly editorial, independent evaluation standard, drawing on both qualitative and quantitative data including assets managed by the firms, growth, technology spending, succession planning, and other metrics. The comprehensive evaluation process includes a detailed 77-question survey and thorough verification procedures to ensure accurate assessment of advisory practices. For more information about the rankings and how they are compiled, please see the following link.
“Being on this list seven years running isn’t something we set out to do. It’s what happens when you keep showing up for clients the same way, year after year,” said Chris Schreiner, MS, CPA, CFP®, Co-Chief Executive Officer of Mason Investment Advisory Services.
Mason has remained independently owned since its founding in 1982, giving the firm room to make decisions based on what clients need rather than what a parent company requires. That independence has shaped a deliberately boutique approach: fewer clients per advisor, direct access to the people managing their money, and a longer time horizon than quarterly pressures typically allow.
“We’ve always run as a boutique firm, and this list is dominated by firms with a lot more scale than we have. That makes this seven-year streak mean so much to us,” said Scott George, MBA, Co-Chief Executive Officer, Co-Chief Investment Officer, and President. “It tells us that staying close to our clients is still the right way to build a firm.”
Mason Investment Advisory Services serves a select group of individuals, families, and institutions rooted in long-term thinking.
About Mason Investment Advisory Services, Inc.
Founded in 1982, Mason works with private individuals, families, and institutions (foundations, endowments, corporate funds, and retirement plans) in 46 states and in DC, is independently owned, and does not offer any proprietary products. Mason has approximately $17.3 billion in assets under management, as of June 30, 2026. Mason is an investment advisor registered with the SEC. Please note that SEC registration does not imply a certain level of skill or training.
Disclosures
For additional information about industry awards, rankings, and methodologies used by ranking authorities, please see https://masoncompanies.com/awards-disclosures/. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. Mason nor its investment professionals paid to participate in the award or ranking. The awards or rankings are based upon specific criteria and methodology and are not related to the quality of investment advice provided by the firm or its investment professionals.
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SOURCE Mason Investment Advisory Services, Inc.
