DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Matthew Robert Knell

Alaska Wealth Advisorsindependent RIAAnchorage, AkIA-onlyIAPD 4924559

Certified Financial Planner

Feed of 09/14/2026

Also filed as Matt Knell

At current firm

1 y

since Jul 17, 2025

In the industry

21 y

since Jun 14, 2005 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Alaska Wealth Advisors independent RIA current
since Jul 17, 2025 · Anchorage, Ak
Arbor Capital Management Inc independent RIA
Sep 2, 2022 to Jul 9, 2025 · Anchorage, Ak
Cuso Financial Services, L.P. former
Jan 2, 2020 to Sep 6, 2022 · Anchorage, Ak
Charles Schwab & Co., Inc. national BD
Aug 5, 2014 to Dec 26, 2019 · Anchorage, Ak
Wells Fargo Advisors wirehouse
Jan 29, 2013 to Jul 25, 2014 · Anchorage, Ak
Wells Fargo Advisors wirehouse
Jan 3, 2011 to Mar 1, 2012 · Anchorage, Ak
Wells Fargo Investments, LLC unclassified
Jun 15, 2005 to Jan 3, 2011 · Homer, Ak

Moves

a registration end followed by a registration begin elsewhere

Arbor Capital Management Inc to Alaska Wealth Advisors
left Jul 9, 2025, registered Jul 17, 2025 (8 days) · RIA to RIA
Cuso Financial Services, L.P. to Arbor Capital Management Inc
left Sep 6, 2022, registered Sep 2, 2022 (-4 days) · Affiliated broker-dealer or bank to independent RIA
Charles Schwab & Co., Inc. to Cuso Financial Services, L.P.
left Dec 26, 2019, registered Jan 2, 2020 (7 days) · Affiliated broker-dealer or bank to another
Wells Fargo Advisors to Charles Schwab & Co., Inc.
left Jul 25, 2014, registered Aug 5, 2014 (11 days) · Wirehouse to affiliated broker-dealer or bank
Wells Fargo Investments, LLC to Wells Fargo Advisors
left Jan 3, 2011, registered Jan 3, 2011 (0 days) · corporate re-registration, not a move

Signals

Matthew Robert Knell left Arbor Capital Management Inc for Alaska Wealth Advisors (registered 2025-07-17)
Jul 9, 2025 · Advisor changed firm · fact
Matthew Robert Knell left Cuso Financial Services, L.P. for Arbor Capital Management Inc (registered 2022-09-02)
Sep 6, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 21derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address