Insights

Established Trust and Specialization Mason Investment Advisory Services has a long-standing history since 1982, focusing on highly customized financial planning and investment management for private clients and families. This deep expertise and personalized service approach position the firm well to attract high-net-worth individuals seeking tailored financial solutions.

Recognition and Awards The firm has recently earned notable industry accolades, including a spot on Barron's 2025 Top 100 Institutional Consulting Teams and Financial Advisor Magazine's 2024 America's Top RIAs. These recognitions enhance its credibility and can be leveraged to build trust with prospective institutional and private clients.

Strong Institutional Focus Mason serves a diverse institutional client base, including foundations, endowments, and corporate retirement plans, indicating opportunities to expand relationships with similar organizations through targeted outreach and service offerings tailored to institutional needs.

Growth in Leadership Recent leadership promotions and new hires such as a Senior Investment Consultant and a Co-Director of Research suggest ongoing expansion and investment in its research and advisory capabilities, making it an appealing partner for clients seeking sophisticated investment strategies.

Premium Technology Stack Utilizing advanced tools like Adobe Creative Suite, Cloudflare, and reCAPTCHA demonstrates a commitment to technological excellence, providing potential avenues for offering data-driven, secure, and innovative financial management solutions to clients looking for cutting-edge services.

Mason Investment Advisory Services, Inc. Tech Stack

Mason Investment Advisory Services, Inc. uses 8 technology products and services including JSON-LD, imagesLoaded, Microsoft Word, and more. Explore Mason Investment Advisory Services, Inc.'s tech stack below.

  • JSON-LD
    Javascript Frameworks
  • imagesLoaded
    Javascript Libraries
  • Microsoft Word
    Office Suites
  • Cloudflare Bot Management
    Security
  • reCAPTCHA
    Security
  • Adobe Creative Suite
    Visualisation Software
  • Adobe Fonts
    Web Fonts
  • Essential Addons for Elementor
    Web Platform Extensions

Media & News

Mason Investment Advisory Services, Inc.'s Email Address Formats

Mason Investment Advisory Services, Inc. uses at least 1 format(s):
Mason Investment Advisory Services, Inc. Email FormatsExamplePercentage
FLast@masoncompanies.comJDoe@masoncompanies.com
94%
LastF@masoncompanies.comDoeJ@masoncompanies.com
2%
FirstLast@masoncompanies.comJohnDoe@masoncompanies.com
2%
First.Last@masoncompanies.comJohn.Doe@masoncompanies.com
2%

Frequently Asked Questions

Where is Mason Investment Advisory Services, Inc.'s headquarters located?

Minus sign iconPlus sign icon
Mason Investment Advisory Services, Inc.'s main headquarters is located at 11921 Freedom Drive, Suite 1000. The company has employees across 3 continents, including North AmericaEuropeOceania.

What is Mason Investment Advisory Services, Inc.'s phone number?

Minus sign iconPlus sign icon
You can contact Mason Investment Advisory Services, Inc.'s main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Mason Investment Advisory Services, Inc.'s official website and social media links?

Minus sign iconPlus sign icon
Mason Investment Advisory Services, Inc.'s official website is masoncompanies.com and has social profiles on LinkedIn.

What is Mason Investment Advisory Services, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign icon
Mason Investment Advisory Services, Inc.'s SIC code is 5961 - Catalog and Mail-Order Houses NAICS code is 52 - Finance and Insurance.

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

Minus sign iconPlus sign icon
As of December 2025, Mason Investment Advisory Services, Inc. has approximately 78 employees across 3 continents, including North AmericaEuropeOceania. Key team members include Ceo: S. M.Chief Marketing And Development Officer - Institutional Practice: W. T.Chief Operating Officer: G. G.. Explore Mason Investment Advisory Services, Inc.'s employee directory with LeadIQ.

What industry does Mason Investment Advisory Services, Inc. belong to?

Minus sign iconPlus sign icon
Mason Investment Advisory Services, Inc. operates in the Financial Services industry.

What technology does Mason Investment Advisory Services, Inc. use?

Minus sign iconPlus sign icon
Mason Investment Advisory Services, Inc.'s tech stack includes JSON-LDimagesLoadedMicrosoft WordCloudflare Bot ManagementreCAPTCHAAdobe Creative SuiteAdobe FontsEssential Addons for Elementor.

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

Minus sign iconPlus sign icon
Mason Investment Advisory Services, Inc.'s email format typically follows the pattern of FLast@masoncompanies.com. Find more Mason Investment Advisory Services, Inc. email formats with LeadIQ.

When was Mason Investment Advisory Services, Inc. founded?

Minus sign iconPlus sign icon
Mason Investment Advisory Services, Inc. was founded in 1982.

Mason Investment Advisory Services, Inc.

Financial ServicesVirginia, United States51-200 Employees

Mason was founded in 1982 to provide private individuals and families with highly customized financial planning, investment management and charitable giving advice. Mason also provides financial planning to senior corporate executives at companies that sponsor financial planning as a corporate benefit.

Since 1982, we have grown our business to include investment consulting for institutions, including foundations, endowments, corporate funds, and retirement plans. Our services for institutions are offered on a traditional or non-discretionary basis and on an outsourced chief investment officer (OCIO) or discretionary basis.

Our business was founded on the principle that our clients deserve straightforward, independent advice, offered by highly experienced, trusted advisors who are uninfluenced by the conflicts presented when a firm offers proprietary products. As a boutique investment advisory firm, we provide our clients with advice based on sound, time-tested principles and with the data they need to make sound financial decisions. Our private client and institutional practices are relationship based – backed by our highly experienced staff who are dedicated to providing each client with extraordinary service and attention.

Section iconCompany Overview

Headquarters
11921 Freedom Drive, Suite 1000
Phone number
SIC Code
5961 - Catalog and Mail-Order Houses
NAICS Code
52 - Finance and Insurance
Founded
1982
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Mason Investment Advisory Services, Inc.'s revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Mason Investment Advisory Services, Inc.'s revenue is estimated to be in the range of $100M$250M

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.