Reston, VA, November 7, 2023: Mason Investment Advisory Services Inc. (“Mason”), a Reston, VA based registered investment advisory and financial planning firm, is proud to announce its recognition as the fifth largest wealth management firm in the Washington, DC metropolitan area by the Washington Business Journal (WBJ). 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.
“We are honored to be ranked the fifth largest wealth management firm in the DC metro area,” said Scott George, President and Co-Chief Investment Officer at Mason. “This recognition reflects the hard work and dedication of our entire team, who work tirelessly to provide our clients with the best financial advice and services available. We remain steadfast in our mission to help our clients achieve their financial goals and look forward to continuing to serve the DC community for many years to come.”
Mason has long been recognized for its financial advisory services and its ongoing dedication to serving clients in the region. In addition to this most recent accolade, Mason has been listed as a top financial advisor by Barron’s, CNBC, Financial Times, and Fortune, among others.
To learn more about Mason and its services, visit https://masoncompanies.com/.
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 $11 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.