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MATSON FINANCIAL ADVISORS, INC.

DANBURY, CT · CRD 122480 · IAPD ↗ · 203-743-0131

$518.9MRegulatory AUM
5Advisory reps
9Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — MATSON FINANCIAL ADVISORS, INC. crossed $500M in regulatory AUM ($446.9M -> $518.9M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
70
April 2026 — MATSON FINANCIAL ADVISORS, INC. grew from 3 to 5 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
45
April 2025 — MATSON FINANCIAL ADVISORS, INC. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.