Mason Investment Advisory Services Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Reston, VA. Its latest Form ADV filing, dated March 27, 2026, reports $15.7B in regulatory assets under management, 72 employees, and 1,147 accounts.
Assets Under Management
$15.7B
Employees
72
Offices
--
Total Clients
1,147
Primary office
RESTON, VA
11921 FREEDOM DRIVE, SUITE 1000, RESTON, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Source verified May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 66.2% of total clients.
Top client categories% of clientsClients
1
HNWI
66.2%
759
2
Individuals
26.5%
304
3
Charitable
6.2%
71
4
Corporations
0.7%
8
5
Pension Plans
0.4%
5
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$15.7Bas of March 27, 2026
Discretionary93.1%
$14.6B
93% of total RAUM93.1%
Non-discretionary6.9%
$1.1B
7% of total RAUM6.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$15.7B
Total Accounts1,147
10Y AUM Change+$9.9B (+172.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees72
Clients per Employee16:1
10Y Employee Change+12 (+20.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.