MATSON FINANCIAL ADVISORS, INC.
CRD #122480 SEC #801-61439 DANBURY, CT 203-743-0131
SEC Registered
Total AUM
$446.9M
Discretionary
$0
Employees
8
Clients
101
Accounts
221
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $446.9M | $0 | $446.9M | 8 | 0 |
| Mar 2025 | $446.9M | $0 | $446.9M | 8 | 0 |
| Mar 2024 | $381.5M | $0 | $381.5M | 7 | 0 |
| Mar 2023 | $311.1M | $0 | $311.1M | 8 | 0 |
| Mar 2022 | $379M | $0 | $379M | 12 | 0 |
| Feb 2021 | $324.7M | $0 | $324.7M | 9 | 0 |
| Jun 2020 | $285M | $0 | $285M | 9 | 0 |
| Jun 2020 | $285M | $0 | $285M | 9 | 0 |
| Mar 2020 | $285M | $0 | $285M | 9 | 0 |
| Mar 2019 | $246.9M | $0 | $246.9M | 9 | 0 |
| Mar 2018 | $231.7M | $0 | $231.7M | 9 | 0 |
| Mar 2017 | $175.2M | $0 | $175.2M | 9 | 200 |
| Oct 2016 | $166.9M | $0 | $166.9M | 7 | 200 |
| Aug 2016 | $166.9M | $0 | $166.9M | 7 | 200 |
| Apr 2016 | $166.9M | $0 | $166.9M | 7 | 200 |
| Apr 2016 | $166.9M | $0 | $166.9M | 7 | 200 |
| Mar 2016 | $166.9M | $0 | $166.9M | 7 | 200 |
| Feb 2015 | $144.7M | $0 | $144.7M | 7 | 147 |
| Mar 2014 | $128M | $0 | $128M | 6 | 133 |
| Feb 2013 | $109.7M | $0 | $109.7M | 5 | 134 |
| May 2012 | $92.8M | $0 | $92.8M | 1 | 117 |
| Mar 2012 | $93.3M | $0 | $93.3M | 1 | 117 |
| Nov 2011 | $74.7M | $0 | $74.7M | 1 | 101 |
| Apr 2011 | $74.7M | $0 | $74.7M | 5 | -- |
| Mar 2008 | $49.6M | $0 | $49.6M | 5 | -- |
| Feb 2007 | $46.5M | $0 | $46.5M | 5 | -- |
| Feb 2006 | $39M | $0 | $39M | 5 | -- |
| Sep 2005 | $39.3M | $0 | $39.3M | 5 | -- |
| Nov 2003 | $25M | $0 | $25M | 5 | -- |
DateJun 2025
Total AUM$446.9M
Discretionary$0
Non-Disc.$446.9M
Employees8
Clients0
DateMar 2025
Total AUM$446.9M
Discretionary$0
Non-Disc.$446.9M
Employees8
Clients0
DateMar 2024
Total AUM$381.5M
Discretionary$0
Non-Disc.$381.5M
Employees7
Clients0
DateMar 2023
Total AUM$311.1M
Discretionary$0
Non-Disc.$311.1M
Employees8
Clients0
DateMar 2022
Total AUM$379M
Discretionary$0
Non-Disc.$379M
Employees12
Clients0
DateFeb 2021
Total AUM$324.7M
Discretionary$0
Non-Disc.$324.7M
Employees9
Clients0
DateJun 2020
Total AUM$285M
Discretionary$0
Non-Disc.$285M
Employees9
Clients0
DateJun 2020
Total AUM$285M
Discretionary$0
Non-Disc.$285M
Employees9
Clients0
DateMar 2020
Total AUM$285M
Discretionary$0
Non-Disc.$285M
Employees9
Clients0
DateMar 2019
Total AUM$246.9M
Discretionary$0
Non-Disc.$246.9M
Employees9
Clients0
DateMar 2018
Total AUM$231.7M
Discretionary$0
Non-Disc.$231.7M
Employees9
Clients0
DateMar 2017
Total AUM$175.2M
Discretionary$0
Non-Disc.$175.2M
Employees9
Clients200
DateOct 2016
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees7
Clients200
DateAug 2016
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees7
Clients200
DateApr 2016
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees7
Clients200
DateApr 2016
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees7
Clients200
DateMar 2016
Total AUM$166.9M
Discretionary$0
Non-Disc.$166.9M
Employees7
Clients200
DateFeb 2015
Total AUM$144.7M
Discretionary$0
Non-Disc.$144.7M
Employees7
Clients147
DateMar 2014
Total AUM$128M
Discretionary$0
Non-Disc.$128M
Employees6
Clients133
DateFeb 2013
Total AUM$109.7M
Discretionary$0
Non-Disc.$109.7M
Employees5
Clients134
DateMay 2012
Total AUM$92.8M
Discretionary$0
Non-Disc.$92.8M
Employees1
Clients117
DateMar 2012
Total AUM$93.3M
Discretionary$0
Non-Disc.$93.3M
Employees1
Clients117
DateNov 2011
Total AUM$74.7M
Discretionary$0
Non-Disc.$74.7M
Employees1
Clients101
DateApr 2011
Total AUM$74.7M
Discretionary$0
Non-Disc.$74.7M
Employees5
Clients--
DateMar 2008
Total AUM$49.6M
Discretionary$0
Non-Disc.$49.6M
Employees5
Clients--
DateFeb 2007
Total AUM$46.5M
Discretionary$0
Non-Disc.$46.5M
Employees5
Clients--
DateFeb 2006
Total AUM$39M
Discretionary$0
Non-Disc.$39M
Employees5
Clients--
DateSep 2005
Total AUM$39.3M
Discretionary$0
Non-Disc.$39.3M
Employees5
Clients--
DateNov 2003
Total AUM$25M
Discretionary$0
Non-Disc.$25M
Employees5
Clients--