Mason Investment Advisory Services INC
Reston, VA·SEC-registered · CRD #111113
Mason Investment Advisory Services INC is an SEC-registered investment advisory firm in Reston, VA managing $16B across 1.2k client accounts, with 32 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$16B
Client accounts
1.2k
Advisory staff
32
Fee model
Fee-based
How Mason Investment Advisory Services INC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
BEFORE YOU CALL MASON INVESTMENT ADVISORY SERVICES INC
See how Mason compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Mason Investment Advisory Services INC. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Mason Investment Advisory Services INC? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Mason Investment Advisory Services INC
How much does Mason Investment Advisory Services INC manage?
Per its most recent SEC Form ADV filing (03/27/2026), Mason Investment Advisory Services INC reports $16B in regulatory assets under management across roughly 1.2k client accounts.
How does Mason Investment Advisory Services INC charge?
Mason Investment Advisory Services INC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Mason Investment Advisory Services INC a fiduciary?
Yes. Mason Investment Advisory Services INC is registered with the U.S. Securities and Exchange Commission (CRD #111113), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Mason Investment Advisory Services INC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Mason Investment Advisory Services INC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Reston, VA
Profile compiled from Mason Investment Advisory Services INC's public SEC Form ADV filing (CRD #111113, filed 03/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Mason Investment Advisory Services INC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Mason Investment Advisory Services INC? Claim this profile.