Forbes Magazine Ranks Mason


According to Forbes – Mason is the 11th Fastest Growing RIA Firm Between 2006 and 2016

 Mason nearly tripled their assets under management during Forbes study period with growth from $1.30 billion to $4.81 billion

Reston, VA, January 19, 2017: Mason Investment Advisory Services, Inc., a Reston, VA based registered investment advisor is proud to announce their inclusion on the Forbes list of the fastest growing registered investment advisory firms in the country based on assets under management over the past ten years.

Founded in 1982, Mason works across the country with clients in over 40 states.  Scott George, Mason’s President and Chief Investment Officer, said, “Over the years, we have built a great team of advisors, analysts and support staff to grow in an efficient manner.”  Chris Schreiner, Mason’s Chief Operating Officer stated, “We are honored that Mason has been recognized by Forbes as one of the fastest growing registered investment advisor firms in the country over the past ten years.  This list is unique and we believe it to be significant as it covers a longer time period than many similar surveys.”

Mason does not create any proprietary products and they feel that this independence has helped to reduce conflicts of interest.  Will Thorpe, Mason’s Chief Marketing and Development Officer added, “We believe that our growth is due in part to our approach to asset allocation, rebalancing and manager selection as well as the quality of our investment consultants and our research staff.”

Mason Investment Advisory Services, Inc. provides investment management and financial planning services and is independently held.  As of today, Mason has approximately $5.4 billion in assets under management.  Mason is an investment advisor registered with the SEC.  Please note that SEC registration does not constitute an endorsement of the firm by the Commissioner nor does it indicate that the firm’s advisors have attained a particular level of skill or ability.


For more information, please contact Will Thorpe, Chief Marketing and Development Officer at (703) 716-6000 or or visit