Reston, VA — Mason Investment Advisory Services, Inc. (Mason), a Reston-based registered investment advisory and financial planning firm, ranked No. 38 on Financial Advisor Magazine’s 2026 RIA Survey and Rankings, marking its third consecutive year in the top 50 and a climb of five spots from No. 43 last year. The ranking is based on data for the 12-month period ending December 31, 2025, and was awarded on July 10, 2026.
Financial Advisor Magazine’s annual ranking looks at independent RIAs across the country based on assets under management, and includes only firms with more than $1 billion in AUM as of December 31, 2025. The full list is available on Financial Advisor Magazine’s website.
“I’ve been doing this a long time, and rankings come and go. What doesn’t change is showing up for clients year after year. This one just happens to be a nice reminder that it’s working,” said Chris Schreiner, Co-Chief Executive Officer at Mason Investment Advisory Services.
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.
