Mason Investment Advisory Services Inc

Firm record

As recorded in SEC IAPD

Firm CRD

111113

SEC number

801-18054

Firm type

RIA

Assets under management

$15.7B as of Mar 27, 2026

Website

www.masoncompanies.com ↗

Phone

703-716-6000

Address

11921 Freedom Drive, Reston, VA, 20190

Advisors at this firm

32 in our index · page 1 of 1

• Sarah Grace AveryCRD 8292676 · Reston, VA
  IA Registered
• Keenan Malcolm BaileyCRD 7638489 · Reston, VA
  IA Registered
• Sarah E BakerCRD 4862512 · Reston, VA
  IA Registered
• Richard Stanley BaldwinCRD 2796918 · Reston, VA
  IA RegisteredRegistration inactive
• Daniel Robert CornoCRD 5968662 · Reston, VA
  IA Registered
• William Michael CoursonCRD 1266000 · Reston, VA
  IA RegisteredRegistration inactive
• Gregorio Torres DruehlCRD 4316714 · Reston, VA
  IA RegisteredRegistration inactive
• William Jesse DwengerCRD 4989168 · Reston, VA
  IA Registered
• David Charles EnglerCRD 4755145 · Reston, VA
  IA RegisteredRegistration inactive
• Caleb James FryCRD 7255070 · Reston, VA
  IA RegisteredRegistration inactive
• Claudelle GehyCRD 6574295 · Reston, VA
  IA RegisteredRegistration inactive
• Scott Stanley GeorgeCRD 1399567 · Reston, VA
  IA RegisteredRegistration inactive
• David Robert GilbertCRD 4432909 · Reston, VA
  IA RegisteredRegistration inactive
• Allison Lori Berlenbach GormierCRD 4980185 · Reston, VA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark Alexander HaynesCRD 4408607 · Reston, VA
  IA RegisteredRegistration inactive
• Jason M HicksCRD 5667424 · New Canaan, CT
  IA RegisteredRegistration inactive
• Blaine William HomanCRD 6786453 · Reston, VA
  IA RegisteredRegistration inactive
• Barbara Michelini JoyceCRD 2584607 · Palatine, IL
  IA Registered
• Devin Scott JohnsonCRD 7514968 · Reston, VA
  IA Registered
• Sharon L KampnerCRD 4631312 · Reston, VA
  IA RegisteredRegistration inactive
• Brian Michael KelleyCRD 3118939 · Reston, VA
  IA RegisteredRegistration inactive
• Peter Bryan KokolusCRD 5838574 · Malvern, PA
  IA RegisteredRegistration inactive
• Matthew Jon KrauseCRD 6736684 · Reston, VA
  IA RegisteredRegistration inactive
• Loizos Sergios KapnisiCRD 5817380 · Reston, VA
  IA RegisteredRegistration inactive
• Derek LesnakCRD 6856236 · Reston, VA
  IA Registered
• Shayna Amalie LebowitzCRD 4886642 · Reston, VA
  IA Registered
• David Walter OdiorneCRD 1893820 · Reston, VA
  IA RegisteredRegistration inactive
• Thomas Rolfe PudnerCRD 4606557 · Reston, VA
  IA RegisteredRegistration inactive
• Stefan Nicholas PatchanCRD 7574024 · Reston, VA
  IA Registered
• Eric Charles RifeCRD 6357458 · Reston, VA
  IA RegisteredRegistration inactive
• Christopher Lee SchreinerCRD 3154419 · Reston, VA
  IA RegisteredRegistration inactive
• Randon Bruce TaggCRD 6952944 · Reston, VA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.