What departments does Mason Investment Advisory Services, Inc. have?

Mason Investment Advisory Services, Inc. has employees across 6 departments including Entrepreneurship, Operations, Research, Accounting, Banking.

What is the largest department at Mason Investment Advisory Services, Inc.?

The largest department at Mason Investment Advisory Services, Inc. is Accounting with 2 employees.

Where are Mason Investment Advisory Services, Inc. employees located globally?

Mason Investment Advisory Services, Inc. has employees across 4 continents and 4 countries including Kenya, United Kingdom Of Great Britain And Northern Ireland, United States Of America, Australia.

How has Mason Investment Advisory Services, Inc.'s team size changed over time?

Mason Investment Advisory Services, Inc.'s team has grown from approximately 72 to 73 employees based on available data.

Mason Investment Advisory Services, Inc. Employee Directory

Financial ServicesVirginia, United States51-200 Employees

The Mason Companies, based in Reston, Virginia, was founded in 1982 to provide highly customized financial planning, investment management and charitable giving guidance to private individuals and families. It also provides financial planning to senior corporate executives as a corporate-benefit service. The firm has expanded to include investment consulting for institutions—foundations, endowments, corporate funds and retirement plans—offering traditional or non-discretionary approaches as well as outsourced chief investment officer and discretionary arrangements.

The organization emphasizes straightforward, independent guidance delivered by experienced advisers, supported by data clients can use to make sound financial decisions, and operates as a boutique advisory practice with a relationship-based approach. Its client base includes private individuals and families, senior executives, and institutional investors seeking prudent guidance in financial planning and investment management. In May 2026, Mason Investment Advisory Services was named to Barron’s 2026 Top 100 Institutional Consulting Teams, reflecting external industry recognition.

Mason Investment Advisory Services, Inc. Global Highlights

North America
93

United States Of America
93

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

Africa
1

Kenya
1

Oceania
1

Australia
1

Mason Investment Advisory Services, Inc.'s Leadership

S. M.
Ceo
Mobile Phone
Email
M. E. S.
Director Of Operations
Mobile Phone
Email
C. G.
Director Of Esg Research
Mobile Phone
Email
K. B.
Director Of Tax
Mobile Phone
Email
M. R.
Corporate Controller
Mobile Phone
Email
L. B.
Tax Manager
Mobile Phone
Email
B. H.
Financial Planner
Mobile Phone
Email
E. P. P.
Tax Associate
Mobile Phone
Email

Mason Investment Advisory Services, Inc. Employee Metrics

100%

50%

0%

2026

2025

Banking
Finance
Community & Social Services
Business
Business Development
Other

Contact profiles from Mason Investment Advisory Services, Inc.

Name

Title

Contact Info

Location

Last Update

E. R.
Financial Planner
Mobile Phone
Email
Jul 14, 2026
H. R.
Bartender
Mobile Phone
Email
Oct 16, 2024
M. N.
Associate
Mobile Phone
Email
Oct 16, 2024
R. C.
Planning Staff
Mobile Phone
Email
Oct 21, 2024
J. R.
Mobile Phone
Email
United KingdomWarwickshire
Apr 24, 2025

Frequently Asked Questions

What is Mason Investment Advisory Services, Inc. known for?

Mason Investment Advisory Services, Inc. was founded in 1982 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-703-716-****

. Explore Mason Investment Advisory Services, Inc.'s company overview page for more information.

What is Mason Investment Advisory Services, Inc.'s most common email format?

Mason Investment Advisory Services, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Mason Investment Advisory Services, Inc. email formats with LeadIQ.

How many employees does Mason Investment Advisory Services, Inc. have currently?

Mason Investment Advisory Services, Inc. has approximately 75 employees as of July 2026. These team members are located across 4 continents, including North AmericaEuropeAfrica.

Who are Mason Investment Advisory Services, Inc.'s key employees and leadership?

As of July 2026, Mason Investment Advisory Services, Inc.'s key employees include:

Ceo: S. M.
Director Of Operations: M. E. S.
Director Of Esg Research: C. G.
Director Of Tax: K. B.
Corporate Controller: M. R.

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Mason Investment Advisory Services, Inc. Employee Directory

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