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RIA / WealthRegistered advisermixed wealth managerSEC registeredRAUM 10b 100b

MATSON MONEY, INC.

CRD 110425

MASON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7bca8918-e951-8114-7482-485d1d962228

Data as of May 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 26
Dated events: 16
On other graphs: 0
Observed: Mar 21, 2012 to May 15, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: mixed wealth managerderivedprivate_client_share=0.48 fund_share=0.5 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $24BItem 5.F on the latest filing (2026-05-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $24B
Private client RAUM: $12BderivedItem 5.D individuals plus high net worth individuals
Private client share: 48%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 11
RAUM per advisor: $2.2Bderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 69
Advisory employees: 9
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 29,979
Individual clients: 26,217
High net worth clients: 2,962
SEC number: 801-40176
CIK: 1672512
CRD: 110425
Filings on the tape: 24
First filed: Mar 21, 2012
Latest filed: May 15, 2026
Organised: Corporation, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
MARK EDWARD MATSON	n/a	Scottsdale, AZ \| CINCINNATI, OH \| MASON, OH	26	34	n/a	no
DANIEL JOSEPH LIST	n/a	MASON, OH \| Mason, OH	26	32	n/a	no
RONNIE MYRON KIDD	n/a	High Point, NC \| HIGH POINT, NC	20	33	4	no
RICHARD MICHAEL FLANDERS	Certified Financial Planner	COLFAX, NC \| Greensboro, NC	19	41	2	no
KEITH ERIC LAIBSON	n/a	CONCORD, NC \| Concord, NC	17	29	2	no
JEFFREY MILES COOPER	n/a	ASHEVILLE, NC \| BRADENTON, FL \| Arden, NC	9	16	1	no
ROBERT REICH GARDNER	Certified Financial Planner	ASHEVILLE, NC	8	38	1	no
BRIAN DAVID DEBORD	n/a	MASON, OH	5	14	n/a	no
Matthew Der	n/a	Scottsdale, AZ	3	13	n/a	no
Christopher French	n/a	Scottsdale, AZ	3	10	n/a	no
HEATHER NICOLE ANN NELSON	n/a	MASON, OH	3	14	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
LIST, DANIEL, JOSEPH	CHIEF COMPLIANCE OFFICER & PRESIDENT	Na	yes	08/2009	May 15, 2026	May 15, 2026
Matson, Melissa, Kay	EXECUTIVE VICE PRESIDENT	Na	yes	05/2019	May 15, 2026	May 15, 2026
CRAWFORD, JOSHUA, MATTHEW	VICE PRESIDENT OF COACHING	Na	yes	04/2019	Mar 31, 2020	Mar 29, 2024
MATSON, MARK, EDWARD	CEO, CFO, DIRECTOR, SHAREHOLDER	E	yes	10/1991	Mar 21, 2012	Mar 29, 2024
MATSON, MICHELLE, LOTZ	VICE PRESIDENT, SECRETARY	Na	yes	09/2004	Mar 21, 2012	Mar 29, 2024
MATSON, MATTHEW, SANFORD	Shareholder	B	no	11/1997	May 15, 2026	May 15, 2026

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Scottsdale	Az	United States	5	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 31, 2026	$24B	$24B	72	10	1	n/a	n/a
2024	Mar 31, 2025	$21B	$21B	72	10	1	n/a	n/a
2023	Mar 29, 2024	$20B	$20B	61	10	1	n/a	n/a
2022	Mar 31, 2023	$18B	$18B	69	11	1	n/a	n/a
2021	Mar 31, 2022	$19B	$19B	72	8	1	n/a	n/a
2020	Mar 31, 2021	$16B	$16B	76	7	1	n/a	n/a
2019	Mar 31, 2020	$17B	$17B	72	6	1	n/a	n/a
2018	Mar 29, 2019	$16B	$16B	75	6	1	n/a	n/a
2017	Mar 30, 2018	$17B	$17B	74	6	1	n/a	n/a
2016	Mar 31, 2017	$7.4B	$7.4B	68	5	n/a	n/a	n/a
2015	Mar 29, 2016	$6.2B	$6.2B	63	5	n/a	n/a	n/a
2014	Mar 30, 2015	$6.1B	$6.1B	60	5	n/a	n/a	n/a
2013	Mar 26, 2014	$5.0B	$5.0B	48	5	n/a	n/a	n/a
2012	Mar 26, 2013	$3.6B	$3.6B	39	5	n/a	n/a	n/a
2011	Mar 21, 2012	$3.3B	$3.3B	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	5

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$24B	$21B	18.3%	$18B	11.2%	69	72	1	1

Relationships

Registered with (20)

← HEATHER NICOLE ANN NELSONAdvisorregistration: current employment
May 11, 2023 to presentfactForm ADV
← Matthew DerAdvisorregistration: current employment
Apr 6, 2023 to presentfactForm ADV
← Christopher FrenchAdvisorregistration: current employment
Apr 6, 2023 to presentfactForm ADV
← BRIAN DAVID DEBORDAdvisorregistration: current employment
Mar 24, 2021 to presentfactForm ADV
← ROBERT REICH GARDNERAdvisorregistration: current employment
Feb 5, 2018 to presentfactForm ADV
← JEFFREY MILES COOPERAdvisorregistration: current employment
Sep 18, 2017 to presentfactForm ADV
← RONNIE MYRON KIDDAdvisorregistration: current employment
May 25, 2017 to presentfactForm ADV
← KEITH ERIC LAIBSONAdvisorregistration: current employment
May 2, 2017 to presentfactForm ADV
← RICHARD MICHAEL FLANDERSAdvisorregistration: current employment
Mar 23, 2017 to presentfactForm ADV
← MARK EDWARD MATSONAdvisorregistration: current employment
Dec 7, 1999 to presentfactForm ADV
← DANIEL JOSEPH LISTAdvisorregistration: current employment
Dec 7, 1999 to presentfactForm ADV
← STEPHEN CRAIG TOSIAdvisorregistration: previous registration
May 25, 2017 to Sep 10, 2025factForm ADV
← PETER ALEXANDER KITZEROWAdvisorregistration: previous registration
Feb 23, 2021 to Aug 8, 2025factForm ADV
← John Randall PotterAdvisorregistration: previous registration
Mar 23, 2017 to Mar 19, 2025factForm ADV
← CODY DANIEL ZINDLERAdvisorregistration: previous registration
Mar 13, 2024 to Jul 31, 2024factForm ADV
← Kim-Ngon Trinh WickerAdvisorregistration: previous registration
Apr 6, 2023 to Nov 15, 2023factForm ADV
← PHILIP JAMES CORSONAdvisorregistration: previous registration
Mar 23, 2017 to Mar 23, 2023factForm ADV
← CINDY Ann CARPENTERAdvisorregistration: previous registration
Jun 21, 2019 to Feb 3, 2022factForm ADV
← Sean BabinAdvisorregistration: previous registration
Mar 22, 2019 to Aug 23, 2019factForm ADV
← STEVEN BRADFORD MILLERAdvisorregistration: previous registration
Jul 13, 2004 to Jun 27, 2018factForm ADV

Controls (5)

← MATSON, MARK, EDWARDOwnerCEO, CFO, DIRECTOR, SHAREHOLDER, ownership code E, individual
Mar 21, 2012 to Mar 29, 2024factForm ADV
← LIST, DANIEL, JOSEPHOwnerCHIEF COMPLIANCE OFFICER & PRESIDENT, ownership code NA, individual
Mar 21, 2012 to Mar 29, 2024factForm ADV
← MATSON, MICHELLE, LOTZOwnerVICE PRESIDENT, SECRETARY, ownership code NA, individual
Mar 21, 2012 to Mar 29, 2024factForm ADV
← Matson, Melissa, KayOwnerEXECUTIVE VICE PRESIDENT, ownership code NA, individual
Mar 29, 2019 to Mar 29, 2024factForm ADV
← CRAWFORD, JOSHUA, MATTHEWOwnerVICE PRESIDENT OF COACHING, ownership code NA, individual
Mar 31, 2020 to Mar 29, 2024factForm ADV

Owns (1)

← MATSON, MATTHEW, SANFORDOwnerVICE PRESIDENT OF TECHNOLOGY / SHAREHOLDER, ownership code B, individual
Mar 21, 2012 to Mar 29, 2024factForm ADV

Dated events

Occurred
Sep 10, 2025
Advisor changed firm
Stephen Craig Tosi left Matson Money, Inc. for Sowell Management (registered 2019-05-14)
Form ADVobserved 4 days ago
Occurred
Aug 8, 2025
Advisor changed firm
Peter Alexander Kitzerow left Matson Money, Inc. for Freedom Investment Management, Inc. (registered 2021-04-09)
Form ADVobserved 4 days ago
Occurred
Mar 19, 2025
Advisor changed firm
John Randall Potter left Matson Money, Inc. for Efficient Advisors (registered 2022-06-28)
Form ADVobserved 4 days ago
Occurred
Jul 31, 2024
Advisor changed firm
Cody Daniel Zindler left Matson Money, Inc. for Studioi, Llc (registered 2024-08-29)
Form ADVobserved 4 days ago
Occurred
Mar 29, 2024
Control person left
Michael Richard Wiehe (Vice President Of Project Management) no longer on Schedule A of Matson Money, Inc. (listed 2023-05-11, absent 2024-03-29)
Form ADVobserved 4 days ago
Occurred
Nov 15, 2023
Advisor changed firm
Kim-Ngon Trinh Wicker left Matson Money, Inc. for Csp Financial Group Llc (registered 2024-02-12)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2023
Control person left
Garrett Alex Ash (Vice President Of Advisor Relations) no longer on Schedule A of Matson Money, Inc. (listed 2022-08-01, absent 2023-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 23, 2023
Advisor changed firm
Philip James Corson left Matson Money, Inc. for Efficient Advisors (registered 2022-06-28)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2022
Control person joined
Rick Wiehe (Vice President Of Project Management) appeared on Schedule A of Matson Money, Inc.
Form ADVobserved 4 days ago
Occurred
Feb 3, 2022
Advisor changed firm
Cindy Ann Carpenter left Matson Money, Inc. for Vanguard Advisers, Inc. (registered 2022-03-07)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2020
Control person left
Rick Wiehe (Vice President Of Operations) no longer on Schedule A of Matson Money, Inc. (listed 2019-03-29, absent 2020-03-31)
Form ADVobserved 4 days ago
Occurred
Mar 31, 2020
Control person joined
M Joshua Crawford (Vice President Of Coaching) appeared on Schedule A of Matson Money, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 31, 2020
Control person joined
Garrett Alex Ash (Vice President Of Advisor Relations) appeared on Schedule A of Matson Money, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
Kay Melissa Matson (Executive Vice President) appeared on Schedule A of Matson Money, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 29, 2019
Control person joined
Rick Wiehe (Vice President Of Operations) appeared on Schedule A of Matson Money, Inc.
Form ADVobserved 4 days ago
Occurred
Mar 30, 2018
Regulatory AUM changed
Matson Money, Inc. reported RAUM $16.8B, up 127% from $7.4B (2017-03-31 to 2018-03-30)
Form ADVobserved 4 days ago
$9.4B

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7bca8918-e951-8114-7482-485d1d962228
First observed: Mar 21, 2012
Last observed: May 15, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MATSON MONEY, INC.

CRD 110425

MASON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7bca8918-e951-8114-7482-485d1d962228

Data as of May 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:59 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MARK EDWARD MATSON

n/a

Scottsdale, AZ | CINCINNATI, OH | MASON, OH

n/a

DANIEL JOSEPH LIST

n/a

MASON, OH | Mason, OH

n/a

RONNIE MYRON KIDD

n/a

High Point, NC | HIGH POINT, NC

RICHARD MICHAEL FLANDERS

Certified Financial Planner

COLFAX, NC | Greensboro, NC

KEITH ERIC LAIBSON

n/a

CONCORD, NC | Concord, NC

JEFFREY MILES COOPER

n/a

ASHEVILLE, NC | BRADENTON, FL | Arden, NC

ROBERT REICH GARDNER

Certified Financial Planner

ASHEVILLE, NC

BRIAN DAVID DEBORD

n/a

MASON, OH

n/a

Matthew Der

n/a

Scottsdale, AZ

n/a

Christopher French

n/a

Scottsdale, AZ

n/a

HEATHER NICOLE ANN NELSON

n/a

MASON, OH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

LIST, DANIEL, JOSEPH

CHIEF COMPLIANCE OFFICER & PRESIDENT

yes

08/2009

May 15, 2026

Matson, Melissa, Kay

EXECUTIVE VICE PRESIDENT

yes

05/2019

May 15, 2026

CRAWFORD, JOSHUA, MATTHEW

VICE PRESIDENT OF COACHING

yes

04/2019

Mar 31, 2020

Mar 29, 2024

MATSON, MARK, EDWARD

CEO, CFO, DIRECTOR, SHAREHOLDER

yes

10/1991

Mar 21, 2012

Mar 29, 2024

MATSON, MICHELLE, LOTZ

VICE PRESIDENT, SECRETARY

yes

09/2004

Mar 21, 2012

Mar 29, 2024

MATSON, MATTHEW, SANFORD

Shareholder

11/1997

May 15, 2026

City

State

Country

Employees

Also broker-dealer

Scottsdale

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 31, 2026

$24B

n/a

2024

Mar 31, 2025

$21B

n/a

2023

Mar 29, 2024

$20B

n/a

2022

Mar 31, 2023

$18B

n/a

2021

Mar 31, 2022

$19B

n/a

2020

Mar 31, 2021

$16B

n/a

2019

Mar 31, 2020

$17B

n/a

2018

Mar 29, 2019

$16B

n/a

2017

Mar 30, 2018

$17B

n/a

2016

Mar 31, 2017

$7.4B

n/a

2015

Mar 29, 2016

$6.2B

n/a

2014

Mar 30, 2015

$6.1B

n/a

2013

Mar 26, 2014

$5.0B

n/a

2012

Mar 26, 2013

$3.6B

n/a

2011

Mar 21, 2012

$3.3B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$24B

$21B

18.3%

$18B

11.2%