Mason Investment Advisory Services Inc

Overview

Mason Investment Advisory Services Inc is an SEC registered investment adviser based in Reston, VA, registered since 1982. It reports $15.7B in assets under management across 1,147 accounts, with 72 employees. It has 30 investment adviser representatives.

Reported AUM

$15.7B

Discretionary

93%

Accounts

1,147

Average account

$13.7M

Employees

72

Advisory reps

30

Registered since

1982

Jurisdictions

40

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 5

• Scott Stanley George Co-Chief Executive Officer, President CRD 1399567
• William Noyes Mason Chairman CRD 322341
• Christopher Lee Schreiner Chief Operating Officer CRD 3154419

2 more executive officers, with direct contact details

Advisory reps 3 of 30

• Sarah Grace Avery Investment Adviser Rep CRD 8292676
• Keenan Malcolm Bailey Investment Adviser Rep CRD 7638489
• Sarah E Baker Investment Adviser Rep CRD 4862512

27 more advisory reps, with emails, phones and branch locations

Location

Headquarters

11921 Freedom Dr Ste 1000
Reston, VA 20190

County

Fairfax

Metro area

Washington-Arlington-Alexandria, DC-VA-MD-WV

Region

South

Registrations

• SEC registered
• Registered in 40 jurisdictions
• Website: masoncompanies.com

Every state, with registration dates

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