Reston, VA, September 25, 2025 — Mason Investment Advisory Services, Inc. (Mason), a registered investment advisory and financial planning firm based in Reston, Virginia, has been ranked on Washington Business Journal’s 2025 Largest Wealth Management Firms in Greater Washington. The annual list from the WBJ, a prominent source of business news and information in the DC metropolitan area, ranks the wealth management firms with the most financial planners in the region as of December 31, 2024. The ranking was based on data for the 12-month period ending December 31, 2024, and awarded on September 5, 2025. For more information about the rankings, see the Washington Business Journal website. A subscription is required to view the full list of rankings.
Washington Business Journal’s evaluation methodology includes assessments of key factors such as Assets Under Management (AUM) and the size of the firm’s workforce, combined with an analysis of the quality and breadth of services provided. The annual list from the WBJ, a leading source of business news and information in the DC metropolitan area, ranks the wealth management firms with the most financial planners in the region. Rankings are determined by Metro-area financial planners. The list can be accessed in the following link.
“Being recognized among the region’s leading wealth management firms is meaningful to us as a Virginia-based company that has served this community for over four decades,” said Chris Schreiner, Co-Chief Executive Officer of Mason. “Our deep roots here allow us to understand the unique needs of DC-area families and individuals as they work toward their financial goals.”
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 $14.3 billion in assets under management, as of June 30, 2025. 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.
