RIA Intel›Advisers›Virginia›MASON INVESTMENT ADVISORY SERVICES INC

MASON INVESTMENT ADVISORY SERVICES INC

Advisory

N·RESTON, VA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$15.7B
1-Year AUM Growth
+20.4%
3-Year CAGR
+7.5%
Employees
32
Assets Under Management
Total AUM$15.7B
Discretionary AUM$14.6B
Non-Discretionary AUM$1.1B
Discretionary %93.1%
Total Clients1,110
Team
Total Employees32
Investment Advisers72
Employee Growth (1Y)+5.9%
Filing History
Total Filings on Record63
First FilingApr 11, 2001
Latest FilingMar 26, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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