MASON INVESTMENT ADVISORY SERVICES INC
CRD #111113 SEC #801-18054 RESTON, VA 703-716-6000
SEC Registered
Total AUM
$13.2B
Discretionary
$12.3B
Employees
71
Clients
251
Accounts
1,110
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $13.2B | $12.3B | $877M | 71 | 0 |
| Oct 2024 | $12.2B | $11.5B | $613.7M | 79 | 0 |
| Apr 2024 | $12.2B | $11.5B | $613.7M | 79 | 0 |
| Mar 2024 | $12.2B | $11.5B | $613.7M | 79 | 0 |
| Feb 2024 | $10.1B | $9.8B | $255.3M | 80 | 0 |
| Oct 2023 | $10.1B | $9.8B | $255.3M | 80 | 0 |
| Aug 2023 | $10.1B | $9.8B | $255.3M | 80 | 0 |
| Jun 2023 | $10.1B | $9.8B | $255.3M | 78 | 0 |
| Mar 2023 | $10.1B | $9.8B | $255.3M | 78 | 0 |
| Jun 2022 | $11.2B | $10.9B | $287.4M | 72 | 0 |
| Mar 2022 | $11.2B | $10.9B | $287.4M | 72 | 0 |
| Jun 2021 | $9.5B | $9.2B | $374.6M | 71 | 0 |
| May 2021 | $9.5B | $9.2B | $374.6M | 71 | 0 |
| May 2021 | $9.5B | $9.2B | $374.6M | 71 | 0 |
| Mar 2021 | $9.5B | $9.2B | $374.6M | 71 | 0 |
| Jun 2020 | $8.3B | $8B | $289.1M | 68 | 0 |
| Apr 2020 | $8.3B | $8B | $289.1M | 68 | 0 |
| Mar 2019 | $6.5B | $6.4B | $63M | 68 | 0 |
| Mar 2018 | $7B | $6.9B | $75.8M | 66 | 0 |
| Jan 2018 | $5.8B | $5.7B | $37.6M | 60 | 0 |
| Oct 2017 | $5.8B | $5.7B | $37.6M | 60 | 0 |
| May 2017 | $5.8B | $5.7B | $37.6M | 60 | 800 |
| Mar 2017 | $5.8B | $5.7B | $37.6M | 60 | 800 |
| Mar 2016 | $4.8B | $4.8B | $35.6M | 58 | 800 |
| Aug 2015 | $4.4B | $4.4B | $38.5M | 52 | 800 |
| Jul 2015 | $4.4B | $4.4B | $38.5M | 52 | 800 |
| Jul 2015 | $4.4B | $4.4B | $38.5M | 52 | 800 |
| Jul 2015 | $4.4B | $4.4B | $38.5M | 52 | 800 |
| Jul 2015 | $4.4B | $4.4B | $38.5M | 52 | 800 |
| Apr 2015 | $4.4B | $4.4B | $38.5M | 55 | 800 |
| Mar 2015 | $4.4B | $4.4B | $38.5M | 55 | 800 |
| Sep 2014 | $4B | $3.9B | $47.1M | 57 | 800 |
| May 2014 | $4B | $3.9B | $47.1M | 57 | 800 |
| Mar 2014 | $4B | $3.9B | $47.1M | 57 | 800 |
| Apr 2013 | $3.3B | $3.2B | $44.6M | 54 | 800 |
| Apr 2012 | $2.5B | $2.4B | $52.2M | 11 | 700 |
| Mar 2012 | $2.5B | $2.4B | $52.2M | 11 | 700 |
| Jul 2011 | $2.5B | $2.5B | $45.9M | -- | -- |
| Jul 2011 | $2.5B | $2.5B | $45.9M | -- | -- |
| May 2011 | $2.5B | $2.5B | $45.9M | -- | -- |
| Mar 2011 | $2.5B | $2.5B | $45.9M | -- | -- |
| Mar 2011 | $2.5B | $2.5B | $45.9M | -- | -- |
| Oct 2009 | $1.7B | $1.6B | $100.6M | -- | -- |
| Oct 2009 | $1.7B | $1.6B | $100.6M | -- | -- |
| Mar 2009 | $1.4B | $1.3B | $61.7M | -- | -- |
| Sep 2008 | $1.7B | $1.7B | $84.3M | -- | -- |
| Sep 2007 | $1.6B | $1.4B | $222.2M | -- | -- |
| Dec 2006 | $1.3B | $1.1B | $195.3M | -- | -- |
| Feb 2006 | $1B | $824M | $180.6M | -- | -- |
| Sep 2005 | $1B | $824M | $180.6M | -- | -- |
| Jun 2005 | $821.1M | $655.3M | $165.9M | -- | -- |
| May 2004 | $800.1M | $624.1M | $176M | -- | -- |
| Oct 2001 | $528.1M | $43M | $485.1M | -- | -- |
DateMar 2025
Total AUM$13.2B
Discretionary$12.3B
Non-Disc.$877M
Employees71
Clients0
DateOct 2024
Total AUM$12.2B
Discretionary$11.5B
Non-Disc.$613.7M
Employees79
Clients0
DateApr 2024
Total AUM$12.2B
Discretionary$11.5B
Non-Disc.$613.7M
Employees79
Clients0
DateMar 2024
Total AUM$12.2B
Discretionary$11.5B
Non-Disc.$613.7M
Employees79
Clients0
DateFeb 2024
Total AUM$10.1B
Discretionary$9.8B
Non-Disc.$255.3M
Employees80
Clients0
DateOct 2023
Total AUM$10.1B
Discretionary$9.8B
Non-Disc.$255.3M
Employees80
Clients0
DateAug 2023
Total AUM$10.1B
Discretionary$9.8B
Non-Disc.$255.3M
Employees80
Clients0
DateJun 2023
Total AUM$10.1B
Discretionary$9.8B
Non-Disc.$255.3M
Employees78
Clients0
DateMar 2023
Total AUM$10.1B
Discretionary$9.8B
Non-Disc.$255.3M
Employees78
Clients0
DateJun 2022
Total AUM$11.2B
Discretionary$10.9B
Non-Disc.$287.4M
Employees72
Clients0
DateMar 2022
Total AUM$11.2B
Discretionary$10.9B
Non-Disc.$287.4M
Employees72
Clients0
DateJun 2021
Total AUM$9.5B
Discretionary$9.2B
Non-Disc.$374.6M
Employees71
Clients0
DateMay 2021
Total AUM$9.5B
Discretionary$9.2B
Non-Disc.$374.6M
Employees71
Clients0
DateMay 2021
Total AUM$9.5B
Discretionary$9.2B
Non-Disc.$374.6M
Employees71
Clients0
DateMar 2021
Total AUM$9.5B
Discretionary$9.2B
Non-Disc.$374.6M
Employees71
Clients0
DateJun 2020
Total AUM$8.3B
Discretionary$8B
Non-Disc.$289.1M
Employees68
Clients0
DateApr 2020
Total AUM$8.3B
Discretionary$8B
Non-Disc.$289.1M
Employees68
Clients0
DateMar 2019
Total AUM$6.5B
Discretionary$6.4B
Non-Disc.$63M
Employees68
Clients0
DateMar 2018
Total AUM$7B
Discretionary$6.9B
Non-Disc.$75.8M
Employees66
Clients0
DateJan 2018
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$37.6M
Employees60
Clients0
DateOct 2017
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$37.6M
Employees60
Clients0
DateMay 2017
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$37.6M
Employees60
Clients800
DateMar 2017
Total AUM$5.8B
Discretionary$5.7B
Non-Disc.$37.6M
Employees60
Clients800
DateMar 2016
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$35.6M
Employees58
Clients800
DateAug 2015
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$38.5M
Employees52
Clients800
DateJul 2015
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$38.5M
Employees52
Clients800
DateJul 2015
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$38.5M
Employees52
Clients800
DateJul 2015
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$38.5M
Employees52
Clients800
DateJul 2015
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$38.5M
Employees52
Clients800
DateApr 2015
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$38.5M
Employees55
Clients800
DateMar 2015
Total AUM$4.4B
Discretionary$4.4B
Non-Disc.$38.5M
Employees55
Clients800
DateSep 2014
Total AUM$4B
Discretionary$3.9B
Non-Disc.$47.1M
Employees57
Clients800
DateMay 2014
Total AUM$4B
Discretionary$3.9B
Non-Disc.$47.1M
Employees57
Clients800
DateMar 2014
Total AUM$4B
Discretionary$3.9B
Non-Disc.$47.1M
Employees57
Clients800
DateApr 2013
Total AUM$3.3B
Discretionary$3.2B
Non-Disc.$44.6M
Employees54
Clients800
DateApr 2012
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$52.2M
Employees11
Clients700
DateMar 2012
Total AUM$2.5B
Discretionary$2.4B
Non-Disc.$52.2M
Employees11
Clients700
DateJul 2011
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$45.9M
Employees--
Clients--
DateJul 2011
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$45.9M
Employees--
Clients--
DateMay 2011
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$45.9M
Employees--
Clients--
DateMar 2011
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$45.9M
Employees--
Clients--
DateMar 2011
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$45.9M
Employees--
Clients--
DateOct 2009
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$100.6M
Employees--
Clients--
DateOct 2009
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$100.6M
Employees--
Clients--
DateMar 2009
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$61.7M
Employees--
Clients--
DateSep 2008
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$84.3M
Employees--
Clients--
DateSep 2007
Total AUM$1.6B
Discretionary$1.4B
Non-Disc.$222.2M
Employees--
Clients--
DateDec 2006
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$195.3M
Employees--
Clients--
DateFeb 2006
Total AUM$1B
Discretionary$824M
Non-Disc.$180.6M
Employees--
Clients--
DateSep 2005
Total AUM$1B
Discretionary$824M
Non-Disc.$180.6M
Employees--
Clients--
DateJun 2005
Total AUM$821.1M
Discretionary$655.3M
Non-Disc.$165.9M
Employees--
Clients--
DateMay 2004
Total AUM$800.1M
Discretionary$624.1M
Non-Disc.$176M
Employees--
Clients--
DateOct 2001
Total AUM$528.1M
Discretionary$43M
Non-Disc.$485.1M
Employees--
Clients--