Your Goals.
Our Guidance.

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For Institutions

Investment consulting and OCIO services built for complex institutions.
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For Private Clients

Financial planning and investment management for wealthy individuals and families.

Why Clients Choose Mason

Mason offers independent guidance, a research-driven process, and a complete view of each client’s financial picture.

Large enough to compete with the country’s largest institutions.
Small enough to know every client by name.

$17.3B

Total Assets Under Management*

900+

Private and Institutional Clients

46

States with Mason Clients**

* As of 6/30/2026
** Mason has clients in 46 states and in D.C.

Who We Serve

Unequivocally Focused On Your Goals and Your Mission

Private Clients

We help high-net-worth individuals and families simplify complex financial lives and make confident decisions at every stage of wealth.

Institutions

We bring the investment rigor and independence that boards and investment committees need to meet their fiduciary obligations and achieve their mission.

Our Methodology

Our Research-Based Approach To Wealth Management

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Meet Our Leaders

Full Team
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William Mason, III

Founder and Chairman

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Scott George

Co-Chief Executive Officer, Co-Chief Investment Officer, and President

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Allison Gormier

President — Institutional Division and Senior Investment Consultant

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Chris Schreiner

Co-Chief Executive Officer

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Thomas Pudner

Co-Chief Investment Officer and Co-Director of Research

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News & Views

All News & Insights

Mason Investment Advisory Services Lands in Top 50 on Financial Advisor Magazine's 2026 RIA Survey and Rankings

Mason Ranked #24 on Barron's 2026 Top 100 Institutional Consulting Teams

Mason Named Among the Largest Wealth Management Firms in Greater Washington by the Washington Business Journal (2025)

Mason Recognized for Sixth Consecutive Year on Barron’s “Top 100 RIA Firms”

Mason Named Among Top OCIO Providers by Pensions & Investments (2025)

We’d Love to Hear From You

Let’s Start a Conversation

Whether you’re leading an institution or planning for your family’s future, we’re here to listen, answer your questions, and help you think through what comes next.

Contact Us