RIA IntelAdvisersColoradoMATTHEWS ADVISORS, LLC

MATTHEWS ADVISORS, LLC

Advisory

COLORADO SPRINGS, CO

Data as of Mar 16, 2026 · Source: SEC Form ADV

Rank in CO
#635
of 720 advisers by AUM
Average account
$350K
across 164 accounts
AUM per adviser
$57M
1 advisers

Source: SEC Form ADV. Figures as filed Mar 16, 2026.

Total AUM
$57M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$57M
Discretionary AUM$57M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients76
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCO, LA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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Closest by assets under management. All figures from Form ADV.

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