MASON INVESTMENT ADVISORY SERVICES INC

RIASEC RegisteredEst. 1982

Total AUM

$15.7B

Discretionary

$14.6B

93% of AUM

Avg account

$13.7M

Accounts

1,147

Employees

Advisory reps

Firm details

Headquarters: RESTON, Virginia
CRD number: 111113
Registered since: December 20, 1982
Website: masoncompanies.com
Custodians: PERSHING LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI43.71%
Charitable Organizations34.71%
Corporations / Businesses18.15%
Pension & Profit Sharing Plans2.68%
Individuals0.75%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Mason Investment Advisory Services Inc. is an independent, SEC-registered investment adviser organized as a corporation and operating since 1982. The firm acts as a capital allocator and provides fee-based wealth management to both individuals/families and institutional clients. Its fee arrangements include percentage-of-AUM fees and fixed-fee engagements. Core advisory capabilities cited include financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and the selection of external advisers. The firm identifies as an active ESG investor and maintains an industry affiliation with an insurance company. Mason has been recognized in multiple industry lists and publications, including placements in rankings by the Financial Times (Top 300 RIA Firms, 2020), CNBC (Top 100 Financial Advisory Firms, 2020 and 2021), FA Magazine (Top RIA Firms, 2020), and recurring Barron’s Top 100 RIA Firms (2021–2025).