Reston, VA Sunrise Valley Drive Office
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Mason Investment Advisory Services Inc
Multi-team
Firm-wide stats for Mason Investment Advisory Services Inc
About
Mason Investment Advisory Services, Inc. (MIAS) is an SEC-registered investment adviser that manages approximately $15.67 billion for about 1,063 clients through a team of 31 advisors. The firm provides fee-based financial planning, separately managed accounts, portfolio management for individuals (including high‑net‑worth clients), and institutional services such as outsourced chief investment officer (OCIO) engagements for nonprofit organizations, foundations, corporate entities and pension plans.
MIAS’s investment approach emphasizes strategic, long‑term asset allocation, rebalancing, and manager selection, implementing portfolios primarily with mutual funds, ETFs and third‑party managers under the oversight of an Investment Committee that conducts regular reviews. In addition to traditional portfolio management, the firm offers several portfolio support services — including a short‑term reserves cash management service, optional Flourish Cash sweep accounts, and aggregate custodial reporting that can be provided as a stand‑alone service — and in limited situations may invest directly in equities, fixed income or private/evergreen funds.
What distinguishes MIAS from many peers is the combination of multi‑billion dollar AUM with a relatively small advisory team and a $1 million account minimum, reflecting an emphasis on institutional‑style OCIO work and consolidated reporting alongside individual wealth management. The firm discloses affiliated business activities (an affiliated insurance agency and tax preparation services) that create potential commission and referral conflicts and has publicly reported SEC settlements related to Form 13F filing deficiencies and past mutual fund share‑class practices, noting remedial actions taken.
Expertise
Location
11130 Sunrise Valley Drive, Suite 200
Reston VA 20191
Advisors at this office
4
Advisors at this office
David O
CFP®, ChFC®, Series 63, Series 65
Reston, VA
Mason Investment Advisory Services Inc
David Odiorne III is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA. He holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses, and has 29 years of industry experience. Odiorne has been with Mason Investment Advisory Services since 1999. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach focuses on long-term strategic asset allocation, disciplined rebalancing, and manager selection, employing mutual funds, ETFs, and third-party money managers.
Scott G
Series 63, Series 65
Reston, VA
Mason Investment Advisory Services Inc
Scott George is a financial advisor with Mason Investment Advisory Services Inc in Reston, VA. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 37 years with Mason Securities, Inc. and 28 years with Mason Investment Advisory Services. Mason Investment Advisory Services, Inc. manages approximately $15.67 billion for over 1,000 clients through a team of 31 advisors. The firm focuses on fee-based financial planning, separately managed accounts, and institutional services such as outsourced chief investment officer engagements, using a strategic, long-term investment approach centered on asset allocation, rebalancing, and manager selection.
Christopher S
CFP®, Series 63, Series 65
Reston, VA
Mason Investment Advisory Services Inc
Christopher Schreiner is a CFP® professional with 25 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2000. Schreiner holds Series 63 and Series 65 licenses. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm emphasizes long-term strategic asset allocation, disciplined rebalancing, and a manager-selection process that incorporates mutual funds, ETFs, and third-party money managers.
David G
CFP®, Series 63, Series 65
Reston, VA
Mason Investment Advisory Services Inc
David Gilbert is a CFP® with 24 years of industry experience. He has been with Mason Investment Advisory Services Inc since 2001 and holds Series 63 and Series 65 licenses. Mason Investment Advisory Services provides fee-based financial planning and investment management to individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable institutions. The firm’s investment approach focuses on long-term strategic asset allocation, disciplined rebalancing, and rigorous manager selection, managing approximately $13.2 billion in assets with a team of 31 advisors.
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