DFX Intelligence

Data Factory

RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 10b 100b

MASON INVESTMENT ADVISORY SERVICES INC

CRD 111113

RESTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e1f4825e-ce31-30eb-540c-48f5c4db65cd

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 46
Dated events: 6
On other graphs: 0
Observed: Mar 27, 2012 to Mar 27, 2026
42 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.44 fund_share=0.0 institutional_share=0.37 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $16BItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $15B
Private client RAUM: $7.0BderivedItem 5.D individuals plus high net worth individuals
Private client share: 44%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 31
RAUM per advisor: $506Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 72
Advisory employees: 32
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,147
Individual clients: 304
High net worth clients: 759
Custody, client assets: $2.1B
SEC number: 801-18054
CRD: 111113
Filings on the tape: 42
First filed: Mar 27, 2012
Latest filed: Mar 27, 2026
Organised: Corporation, DE
Website: masoncompanies.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first; showing 25 of 31

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
SCOTT STANLEY GEORGE	n/a	RESTON, VA	27	41	n/a	no
RICHARD STANLEY BALDWIN	n/a	RESTON, VA	26	30	n/a	no
CHRISTOPHER LEE SCHREINER	Certified Financial Planner	RESTON, VA	25	27	n/a	no
DAVID WALTER ODIORNE	Certified Financial Planner\|Chartered Financial Consultant	RESTON, VA	25	27	n/a	no
DAVID ROBERT GILBERT	Certified Financial Planner	RESTON, VA	24	25	n/a	no
THOMAS ROLFE PUDNER	Certified Financial Planner	RESTON, VA	20	23	2	no
BRIAN MICHAEL KELLEY	Certified Financial Planner	RESTON, VA	19	26	n/a	no
ALLISON LORI Berlenbach Gormier	Certified Financial Planner	RESTON, VA	18	20	1	no
DAVID CHARLES ENGLER	Certified Financial Planner	RESTON, VA	17	22	n/a	no
SHARON L KAMPNER	Certified Financial Planner	RESTON, VA	15	24	2	no
BARBARA MICHELINI JOYCE	Certified Financial Planner	RESTON, VA \| PALATINE, IL	11	31	n/a	no
ERIC CHARLES RIFE	n/a	RESTON, VA	10	11	n/a	no
CLAUDELLE GEHY	n/a	RESTON, VA	9	10	n/a	no
WILLIAM MICHAEL COURSON	n/a	RESTON, VA	8	33	2	no
RANDON BRUCE TAGG	n/a	RESTON, VA	5	11	n/a	no
SARAH E BAKER	Certified Financial Planner	RESTON, VA	5	21	2	no
BLAINE WILLIAM HOMAN	Certified Financial Planner	RESTON, VA	3	25	2	no
WILLIAM JESSE DWENGER	Certified Financial Planner	RESTON, VA	3	21	n/a	no
Loizos Sergios Kapnisi	n/a	RESTON, VA	3	15	3	no
DANIEL ROBERT CORNO	Certified Financial Planner	RESTON, VA	3	15	n/a	no
MARK ALEXANDER HAYNES	Certified Financial Planner	RESTON, VA	3	18	n/a	no
MATTHEW JON KRAUSE	Certified Financial Planner	RESTON, VA	3	13	2	no
Caleb James Fry	Certified Financial Planner	RESTON, VA	3	14	2	no
Shayna Amalie Lebowitz	Certified Financial Planner	RESTON, VA	3	19	4	no
DEREK LESNAK	Chartered Financial Analyst	RESTON, VA	2	13	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DELANEY, JOHN, MURPHY	CHIEF COMPLIANCE OFFICER	Na	yes	10/2023	Mar 27, 2026	Mar 27, 2026
GEORGE, SCOTT, STANLEY	CO-CHIEF EXECUTIVE OFFICER	Na	yes	01/2024	Mar 27, 2026	Mar 27, 2026
MASON INTERNATIONAL, INC.	PARENT CORPORATION	E	yes	07/1982	Mar 27, 2026	Mar 27, 2026
MASON, WILLIAM, NOYES	Chairman	Na	yes	07/1982	Mar 27, 2026	Mar 27, 2026
SCHREINER, CHRISTOPHER, LEE	CO-CHIEF EXECUTIVE OFFICER	Na	yes	01/2024	Mar 27, 2026	Mar 27, 2026
MASON, WILLIAM, NOYES	Shareholder	E	yes	07/1982	Mar 27, 2012	Oct 17, 2024
GOUIN, GEORGE, MICHAEL	CHIEF OPERATING OFFICER	Na	no	03/2025	Mar 27, 2026	Mar 27, 2026

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MASON ASSOCIATES, INC.	n/a	n/a	n/a	N	yes	n/a
MASON SECURITIES, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$16B	$15B	72	32	0	n/a	n/a
2024	Mar 28, 2025	$13B	$12B	71	31	0	n/a	n/a
2023	Mar 29, 2024	$12B	$12B	79	36	0	n/a	n/a
2022	Mar 28, 2023	$10B	$9.8B	78	34	1	n/a	n/a
2021	Mar 29, 2022	$11B	$11B	72	34	1	n/a	n/a
2020	Mar 30, 2021	$9.5B	$9.2B	71	33	1	n/a	n/a
2019	Mar 31, 2020	$8.3B	$8.0B	68	30	1	n/a	n/a
2018	Mar 29, 2019	$6.5B	$6.4B	68	26	2	n/a	n/a
2017	Mar 28, 2018	$7.0B	$6.9B	66	27	2	n/a	n/a
2016	Mar 29, 2017	$5.8B	$5.7B	60	22	n/a	n/a	n/a
2015	Mar 15, 2016	$4.8B	$4.8B	58	24	n/a	n/a	n/a
2014	Mar 2, 2015	$4.4B	$4.4B	55	19	n/a	n/a	n/a
2013	Mar 19, 2014	$4.0B	$3.9B	57	19	n/a	n/a	n/a
2012	Apr 1, 2013	$3.3B	$3.2B	54	19	n/a	n/a	n/a
2011	Mar 27, 2012	$2.5B	$2.4B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	3	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$16B	$13B	18.7%	$10B	15.8%	72	71	0	0

Relationships

Registered with (40)

← Sarah Grace AveryAdvisorregistration: current employment
Jun 10, 2026 to presentfactForm ADV
← PETER BRYAN KOKOLUSAdvisorregistration: current employment
May 18, 2026 to presentfactForm ADV
← Jason HicksAdvisorregistration: current employment
Jul 8, 2025 to presentfactForm ADV
← Stefan Nicholas PatchanAdvisorregistration: current employment
Nov 1, 2024 to presentfactForm ADV
← Devin Scott JohnsonAdvisorregistration: current employment
Jul 16, 2024 to presentfactForm ADV
← KEENAN MALCOLM BAILEYAdvisorregistration: current employment
Apr 4, 2024 to presentfactForm ADV
← DEREK LESNAKAdvisorregistration: current employment
Mar 20, 2024 to presentfactForm ADV
← Shayna Amalie LebowitzAdvisorregistration: current employment
Sep 19, 2023 to presentfactForm ADV
← Caleb James FryAdvisorregistration: current employment
Aug 29, 2023 to presentfactForm ADV
← MATTHEW JON KRAUSEAdvisorregistration: current employment
May 4, 2023 to presentfactForm ADV
← MARK ALEXANDER HAYNESAdvisorregistration: current employment
May 2, 2023 to presentfactForm ADV
← DANIEL ROBERT CORNOAdvisorregistration: current employment
Jan 18, 2023 to presentfactForm ADV
← WILLIAM JESSE DWENGERAdvisorregistration: current employment
Sep 28, 2022 to presentfactForm ADV
← Loizos Sergios KapnisiAdvisorregistration: current employment
Sep 28, 2022 to presentfactForm ADV
← BLAINE WILLIAM HOMANAdvisorregistration: current employment
Sep 27, 2022 to presentfactForm ADV
← SARAH E BAKERAdvisorregistration: current employment
Apr 26, 2021 to presentfactForm ADV
← RANDON BRUCE TAGGAdvisorregistration: current employment
Nov 5, 2020 to presentfactForm ADV
← WILLIAM MICHAEL COURSONAdvisorregistration: current employment
Jul 20, 2018 to presentfactForm ADV
← CLAUDELLE GEHYAdvisorregistration: current employment
Oct 11, 2016 to presentfactForm ADV
← ERIC CHARLES RIFEAdvisorregistration: current employment
Oct 2, 2015 to presentfactForm ADV
← BARBARA MICHELINI JOYCEAdvisorregistration: current employment
Mar 23, 2015 to presentfactForm ADV
← SHARON L KAMPNERAdvisorregistration: current employment
Jul 27, 2011 to presentfactForm ADV
← DAVID CHARLES ENGLERAdvisorregistration: current employment
Jan 16, 2009 to presentfactForm ADV
← ALLISON LORI Berlenbach GormierAdvisorregistration: current employment
Jul 14, 2008 to presentfactForm ADV
← BRIAN MICHAEL KELLEYAdvisorregistration: current employment
Dec 4, 2006 to presentfactForm ADV
← THOMAS ROLFE PUDNERAdvisorregistration: current employment
May 2, 2006 to presentfactForm ADV
← DAVID ROBERT GILBERTAdvisorregistration: current employment
Jan 8, 2002 to presentfactForm ADV
← DAVID WALTER ODIORNEAdvisorregistration: current employment
Jan 9, 2001 to presentfactForm ADV
← CHRISTOPHER LEE SCHREINERAdvisorregistration: current employment
Jan 1, 2001 to presentfactForm ADV
← RICHARD STANLEY BALDWINAdvisorregistration: current employment
Aug 31, 2000 to presentfactForm ADV
and 10 more

Controls (5)

← GEORGE, SCOTT, STANLEYOwnerPRESIDENT, ownership code NA, individual
Mar 27, 2012 to Oct 17, 2024factForm ADV
← SCHREINER, CHRISTOPHER, LEEOwnerCO-CHIEF EXECUTIVE OFFICER, ownership code NA, individual
Aug 4, 2015 to Oct 17, 2024factForm ADV
← MASON, WILLIAM, NOYESOwnerSHAREHOLDER, ownership code E, individual
Mar 27, 2012 to Oct 17, 2024factForm ADV
← DELANEY, JOHN, MURPHYOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Oct 23, 2023 to Oct 17, 2024factForm ADV
← MASON INTERNATIONAL, INC.OwnerPARENT CORPORATION, ownership code E, domestic entity
Mar 27, 2012 to Oct 17, 2024factForm ADV

Dated events

Occurred
Mar 10, 2025
Advisor changed firm
Katherine Anne Fincher left Mason Investment Advisory Services Inc for Mercer Global Advisors Inc. (registered 2025-04-11)
Form ADVobserved 4 days ago
Occurred
Sep 6, 2024
Advisor changed firm
Jason Pan left Mason Investment Advisory Services Inc for Mariner (registered 2024-11-12)
Form ADVobserved 4 days ago
Occurred
Oct 23, 2023
Control person joined
Murphy John Delaney (Chief Compliance Officer) appeared on Schedule A of Mason Investment Advisory Services Inc
Form ADVobserved 4 days ago
Occurred
Dec 12, 2022
Advisor changed firm
Stephen Francis Jacobson left Mason Investment Advisory Services Inc for Verdence Capital Advisors, Llc (registered 2024-06-18)
Form ADVobserved 4 days ago
Occurred
Sep 6, 2022
Advisor changed firm
Karen Nicole Blair left Mason Investment Advisory Services Inc for Osaic Wealth, Inc. (registered 2023-03-28)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2020
Regulatory AUM changed
Mason Investment Advisory Services Inc reported RAUM $8.3B, up 28% from $6.5B (2019-03-29 to 2020-03-31)
Form ADVobserved 4 days ago
$1.8B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1f4825e-ce31-30eb-540c-48f5c4db65cd
First observed: Mar 27, 2012
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MASON INVESTMENT ADVISORY SERVICES INC

CRD 111113

RESTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e1f4825e-ce31-30eb-540c-48f5c4db65cd

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:37 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

SCOTT STANLEY GEORGE

n/a

RESTON, VA

n/a

RICHARD STANLEY BALDWIN

n/a

RESTON, VA

n/a

CHRISTOPHER LEE SCHREINER

Certified Financial Planner

RESTON, VA

n/a

DAVID WALTER ODIORNE

Certified Financial Planner|Chartered Financial Consultant

RESTON, VA

n/a

DAVID ROBERT GILBERT

Certified Financial Planner

RESTON, VA

n/a

THOMAS ROLFE PUDNER

Certified Financial Planner

RESTON, VA

BRIAN MICHAEL KELLEY

Certified Financial Planner

RESTON, VA

n/a

ALLISON LORI Berlenbach Gormier

Certified Financial Planner

RESTON, VA

DAVID CHARLES ENGLER

Certified Financial Planner

RESTON, VA

n/a

SHARON L KAMPNER

Certified Financial Planner

RESTON, VA

BARBARA MICHELINI JOYCE

Certified Financial Planner

RESTON, VA | PALATINE, IL

n/a

ERIC CHARLES RIFE

n/a

RESTON, VA

n/a

CLAUDELLE GEHY

n/a

RESTON, VA

n/a

WILLIAM MICHAEL COURSON

n/a

RESTON, VA

RANDON BRUCE TAGG

n/a

RESTON, VA

n/a

SARAH E BAKER

Certified Financial Planner

RESTON, VA

BLAINE WILLIAM HOMAN

Certified Financial Planner

RESTON, VA

WILLIAM JESSE DWENGER

Certified Financial Planner

RESTON, VA

n/a

Loizos Sergios Kapnisi

n/a

RESTON, VA

DANIEL ROBERT CORNO

Certified Financial Planner

RESTON, VA

n/a

MARK ALEXANDER HAYNES

Certified Financial Planner

RESTON, VA

n/a

MATTHEW JON KRAUSE

Certified Financial Planner

RESTON, VA

Caleb James Fry

Certified Financial Planner

RESTON, VA

Shayna Amalie Lebowitz

Certified Financial Planner

RESTON, VA

DEREK LESNAK

Chartered Financial Analyst

RESTON, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DELANEY, JOHN, MURPHY

CHIEF COMPLIANCE OFFICER

yes

10/2023

Mar 27, 2026

GEORGE, SCOTT, STANLEY

CO-CHIEF EXECUTIVE OFFICER

yes

01/2024

Mar 27, 2026

MASON INTERNATIONAL, INC.

PARENT CORPORATION

yes

07/1982

Mar 27, 2026

MASON, WILLIAM, NOYES

Chairman

yes

07/1982

Mar 27, 2026

SCHREINER, CHRISTOPHER, LEE

CO-CHIEF EXECUTIVE OFFICER

yes

01/2024

Mar 27, 2026

MASON, WILLIAM, NOYES

Shareholder

yes

07/1982

Mar 27, 2012

Oct 17, 2024

GOUIN, GEORGE, MICHAEL

CHIEF OPERATING OFFICER

03/2025

Mar 27, 2026

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MASON ASSOCIATES, INC.

n/a

yes

n/a

MASON SECURITIES, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$16B

$15B

n/a

2024

Mar 28, 2025

$13B

$12B

n/a

2023

Mar 29, 2024

$12B

n/a

2022

Mar 28, 2023

$10B

$9.8B

n/a

2021

Mar 29, 2022

$11B

n/a

2020

Mar 30, 2021

$9.5B

$9.2B

n/a

2019

Mar 31, 2020

$8.3B

$8.0B

n/a

2018

Mar 29, 2019

$6.5B

$6.4B

n/a

2017

Mar 28, 2018

$7.0B

$6.9B

n/a

2016

Mar 29, 2017

$5.8B

$5.7B

n/a

2015

Mar 15, 2016

$4.8B

n/a

2014

Mar 2, 2015

$4.4B

n/a

2013

Mar 19, 2014

$4.0B

$3.9B

n/a

2012

Apr 1, 2013

$3.3B

$3.2B

n/a

2011

Mar 27, 2012

$2.5B

$2.4B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$16B

$13B

18.7%

$10B

15.8%