Matson Financial Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Danbury, CT. Its latest Form ADV filing, dated March 23, 2026, reports $519M in regulatory assets under management, 9 employees, and 822 accounts.
Assets Under Management
$519M
Employees
9
Offices
--
Total Clients
232
Primary office
DANBURY, CT
4 MOUNTAIN VIEW TERRACE, SUITE 104, DANBURY, CT, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Commissions
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 67.2% of total clients.
Top client categories% of clientsClients
1
HNWI
67.2%
156
2
Individuals
31.9%
74
3
Charitable
0.9%
2
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$519Mas of March 23, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$519M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$519M
Total Accounts822
10Y AUM Change+$344M (+196.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee26:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.