RIA Intel›Advisers›Connecticut›MATSON FINANCIAL ADVISORS, INC.

MATSON FINANCIAL ADVISORS, INC.

Advisory

N·DANBURY, CT

Data as of Mar 23, 2026 · Source: SEC Form ADV

Total AUM

$519M

1-Year AUM Growth

+22.6%

3-Year CAGR

+5.4%

Employees

5

Assets Under Management

Total AUM$519M

Discretionary AUM$0

Non-Discretionary AUM$519M

Discretionary %0%

Total Clients221

Team

Total Employees5

Investment Advisers9

Employee Growth (1Y)-25.0%

Filing History

Total Filings on Record34

First FilingAug 28, 2002

Latest FilingMar 23, 2026

🔒 Full AUM trend chart and 34 historical filings spanning 24+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MATSON FINANCIAL ADVISORS, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.