SourcingSourcing

MATSON FINANCIAL ADVISORS, INC.

B50
CRD 122480·SEC 801-61439·DANBURY, CT
AUM
$518.9M
$500M-$1B
Est. Revenue
$5.2M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$12.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MATSON FINANCIAL ADVISORS, INC.
CRD
122480
SEC file #
801-61439
EIN
—
DBA names
—

Economics

AUM
$518.9M
AUM band
$500M-$1B
AUM trajectory
'20'26
$246.9M → $518.9M▲ +110%
Client mix
Individuals High Net Worth156
Individuals Other74
Charitable Organizations2

Operations

Employees (total)
9
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
5 advisors → 5 advisors▬ 0%
Primary office
DANBURY CT
Branches
—

Custodian & Brokerage

Primary custodian
Pershinglow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed feesCommissions

Filings

Latest ADV filing
03/23/2026
ADV-W filed at
—
Website
linkedin.com/company/matson-financial-advisors-inc(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MATSON, MICHAEL, JOHN
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MATSON, MICHAEL, JOHN
MATSON, LAURA, BRUSH
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1632
Soi Zip Pct 200k Plus
0.0422
Soi Zip Returns 200k Plus
1,150
Soi Zip Total AGI
1,671,590
Fdic Zip Total Deposits
45,595,259,000
Fdic Zip Branch Count
671
Fdic Zip Top Banks
Union Savings Bank
Savings Bank of Danbury

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Pershing4
E*trade4
Fdic Zip Branches Raw
Fleet Bank, National AssociationDanbury, CT
Fleet Bank, National AssociationDanbury, CT
Fdic Zip HHI
1465.12
Fdic Zip Top Bank Share Pct
30.81
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI107,376
Returns9,440
Stub 2
AGI259,752
Returns7,120
Stub 3
AGI243,073
Returns3,950
Soi Zip Total Business Income
110,479
Soi Zip Total Cap Gains
31,287
Soi Zip Total Dividends
19,509
Soi Zip Total Returns
27,270
Top Owner CRD
1408878
Trust Company Affiliate
No

People (4)

4
MATSON, MICHAEL, JOHN
IAR · Direct Owner · 87.5%
1408878
MATSON, LAURA, BRUSH
Executive Officer · 2.5%
4581014
Kyle Matson
IAR
7298819
AUDREY KAY HIMEBAUGH
IAR
4416291