Mason Investment Advisory Services Inc
SEC RegisteredPersonal Approach. Proven Process.
About the firm
Mason Investment Advisory Services is an investment advisory firm that provides financial planning and investment management for individuals and families, as well as institutional consulting and OCIO services for foundations, endowments, corporate funds, and retirement plans. The firm keeps its client-to-advisor ratio low to remain accessible and ensures clients are fully informed throughout the planning and investing process.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private client financial planning and investment management; institutional consulting and OCIO (Outsourced Chief Investment Officer) services.
Who they serve
Individuals, families, foundations, endowments, corporate funds, and retirement plans; clients in 46 states and Washington, D.C.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 304 | $118M |
| High Net Worth Individuals | 759 | $6.8B |
| Charitable Organizations | 5 | $420M |
| State/Municipal Entities | 71 | — |
Leadership
Office locations
Advisors at this firm
33 advisors in the directory
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Mason Investment Advisory Services Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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