Wealth Manager
    SEC Registered
    Manages Private Funds

    Mason Investment Advisory Services Inc

    Registered investment advisor · Reston, Virginia · CRD #111113

    Assets Under Management
    $15.7B
    Client Accounts
    1,147
    Employees
    72
    CRD Number
    111113
    Registration
    SEC Registered
    Custodian
    Pershing Advisor Solutions Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Mason Investment Advisory Services Inc

    Mason Investment Advisory Services, Inc. is an independent boutique investment advisory firm founded in 1982, with headquarters in Reston, Virginia, and an additional office in San Ramon, California. The firm manages $15.1 billion in assets and serves clients across 46 states and Washington, D.C. Mason operates as a fiduciary and focuses on a goals-based, client-centric approach to financial planning and investment management. The firm offers a variety of services, including customized financia

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Mason Investment Advisory Services Inc

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    Frequently Asked Questions

    What is Mason Investment Advisory Services Inc's AUM?

    Mason Investment Advisory Services Inc reports approximately $15.7B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Mason Investment Advisory Services Inc headquartered?

    Mason Investment Advisory Services Inc is headquartered in Reston, Virginia.

    What is Mason Investment Advisory Services Inc's CRD number?

    Mason Investment Advisory Services Inc's CRD number is 111113. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Mason Investment Advisory Services Inc manage?

    Mason Investment Advisory Services Inc manages approximately 1,147 client accounts according to its latest SEC filing.

    Is Mason Investment Advisory Services Inc SEC registered?

    Yes, Mason Investment Advisory Services Inc is registered with the SEC as an investment adviser with an approved registration status.

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