Mason Ranks #25 on Barron’s 2025 Top Institutional Teams List
Mason Investment Advisory Services, Inc., a Reston, VA-based registered investment advisory and financial planning firm, has again been named to Barron’s 2025 Top 100 Institutional Consulting Teams list. Ranked #25, Mason distinguishes itself as one of only a few independent firms to achieve top-tier status among a list largely dominated by national brokerage teams.
Highlights
1. Prestigious National Recognition
- Earned a spot on Barron’s 2025 Top 100 Institutional Consulting Teams.
- Ranking based on data for the 12-month period ending December 31, 2024.
- Award announced on May 12, 2025.
2. Notable Independent Achievement
- Mason ranked #25 overall—one of only four independent or smaller firms in the top 25.
- Recognition is significant given the predominance of national wirehouse firms in the upper ranks.
- Demonstrates the firm’s ability to compete with larger institutions while maintaining independence.
3. Client-First, Transparent Approach
- Mason avoids proprietary products, ensuring objectivity and client-centered service.
- Specializes in serving mission-driven organizations like foundations and endowments.
- Prioritizes transparency, integrity, and long-term impact in financial consulting.
4. Leadership Statement
- Allie Gormier, CFP®, President – Institutional Division, notes the team’s pride in being recognized again.
- Highlights the firm’s deep commitment to the institutional space and its values-driven mission.
5. About the Barron’s Ranking Process
- Rankings have been developed over a decade to benchmark the industry.
- Based on:
- Assets under advisement
- Revenue generated
- Quality of practice (with multiple sub-metrics)
- Includes a detailed survey and regulatory verification for accuracy and credibility.
Mason’s repeat recognition in Barron’s Top 100 Institutional Consulting Teams confirms its role as a trusted partner for mission-driven institutions. The firm’s independence, objectivity, and client-first philosophy continue to set it apart in a competitive field, making it a go-to advisory partner for organizations seeking tailored, transparent financial solutions.
