Reston, VA (May 2, 2023) – Mason Investment Advisory Services, Inc. (Mason), a Reston, VA-based registered investment advisory and financial planning firm, is pleased to announce it again has been recognized by Barron’s in its 2023 Top Institutional Consulting Teams ranking. Mason, coming in at No. 30. Barron’s rankings, launched in 2004, are designed to shine a spotlight on the nation’s best advisors and raise standards in the industry.
“We are honored once again to be recognized by Barron’s as a top institutional consulting team,” said Scott George, President and Co-Chief Investment Officer of Mason. “We are incredibly thankful to our clients who continue to validate the strength of our institutional consulting and OCIO services, and to the Mason teams who are dedicated to providing such outstanding service to our clients.”
According to Barron’s, the rankings serve two distinct types of readers. For wealth management professionals, they serve as an industry scorecard. For investors, the rankings are a tool that can help in the process of finding financial guidance.
The rankings are developed from a 102-question survey from each advisor team. Barron’s then verifies that data with the firms and with regulatory databases, then applies their rankings formula to the data to generate a ranking. The formula features three major categories of calculations: (1) Assets (2) Revenue and (3) Quality of Practice. In each of those categories Barron’s performs multiple sub calculations.
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 more than 40 states, is independently owned, and does not create any proprietary products. Mason has over $10 billion in assets under management and aggregated/reporting only assets. 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.
