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.
SEC-registered adviser
Matson Money, Inc.
Latest filing May 15, 2026
First filing on the tape Mar 21, 2012 · 24 filings
SEC status approved since Dec 5, 1991
RAUM
$24B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
48%
$12B individuals and HNW
Advisors
11
registered through the firm on IAPD
RAUM per advisor
$2.2B
derived; firm RAUM over IAPD count
Employees
69
9 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
0
reported on Schedule D
History
24 filings and snapshots on the tape
RAUM$24B as of May 15, 2026
Mar 21, 2012$3.3B then
HNW client RAUM$6.3B as of May 15, 2026
Mar 30, 2018$2.7B then
State-registered IARs (5.B.3)6 as of May 15, 2026
Mar 26, 20134 then
Employees (5.A)69 as of May 15, 2026
Mar 26, 201339 then
Private funds: no history
RAUM +18% over the last fiscal year+11% a year over threeIARs 8 to 6
Practice profile
derived from the filing of May 15, 2026; every figure names its basis
Archetypes, each a printed rule
- Dual wealth and asset manager · private-client share 20 to 60 percent and fund or institutional share at least 30 percent
- RAUM per advisor
- $2.2BderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 2,653derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $2.1MderivedHNW RAUM over HNW clients
- Average account
- $811,521derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 2.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 6.3derivedItem 5.A over advisors
- Advisors per office
- 5.5derived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +18%derivedbetween the last two annual amendments
- Advisor growth, one year
- -13%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- -0.5%derived
- Compensation
- percentage of assets, otherreportedItem 5.E
- Advisory activities
- portfolio management for individuals, portfolio management for investment companies, publications, educational seminarsreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- marketing includes testimonials (5.L.1.c)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Investment companies$12B50%
- High-net-worth individuals$6.3B26%
- Individuals$5.4B22%
- Pension and profit-sharing plans$392M1.6%
- Corporations and businesses$98.1M0.4%
- Charitable organizations$80.6M0.3%
- State and municipal entities$11.0M0.0%
- Individual clients
- 26,217reported
- HNW clients
- 2,962reported
- Pension plan clients
- 477reported
- Charitable clients
- 81reported
- Accounts
- 29,979reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.48 fund_share=0.5 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
11 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Daniel Joseph List | Mason, Oh | Dec 7, 1999 | 32 y | 0 |
| Mark Edward Matson | Scottsdale, Az | Dec 7, 1999 | 34 y | 0 |
| Ronnie Myron Kidd | High Point, Nc | Aug 9, 2006 | 33 y | 4 |
| Richard Michael FlandersCertified Financial Planner | Colfax, Nc | May 21, 2007 | 41 y | 2 |
| Keith Eric Laibson | Concord, Nc | Mar 9, 2009 | 29 y | 2 |
| Jeffrey Miles Cooper | Asheville, Nc | Sep 18, 2017 | 16 y | 1 |
| Robert Reich GardnerCertified Financial Planner | Asheville, Nc | Feb 5, 2018 | 38 y | 1 |
| Brian David Debord | Mason, Oh | Mar 24, 2021 | 14 y | 0 |
| Christopher French | Scottsdale, Az | Apr 6, 2023 | 10 y | 0 |
| Matthew Der | Scottsdale, Az | Apr 6, 2023 | 13 y | 0 |
| Heather Nicole Ann Nelson | Mason, Oh | May 11, 2023 | 14 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount5 left over 36 months
Left, latest
- Stephen Craig Tosi to Sowell ManagementSep 10, 2025 · RIA to RIA
- Peter Alexander Kitzerow to Freedom Investment Management, Inc.Aug 8, 2025 · RIA to RIA
- John Randall Potter to Efficient AdvisorsMar 19, 2025 · RIA to RIA
- Cody Daniel Zindler to Studioi, LLCJul 31, 2024 · RIA to a state-registered adviser
- Kim-Ngon Trinh Wicker to Csp Financial Group LLCNov 15, 2023 · RIA to a newly registered adviser
- Philip James Corson to Efficient AdvisorsMar 23, 2023 · RIA to RIA
- Cindy Ann Carpenter to Vanguard Advisers, Inc.Feb 3, 2022 · RIA to affiliated broker-dealer or bank
- Sean Babin to Edward JonesAug 23, 2019 · RIA to affiliated broker-dealer or bank
- Steven Bradford Miller to Sowell ManagementJun 27, 2018 · RIA to RIA
Joined, latest
- Peter Alexander Kitzerow from Provident Wealth Advisors, LLCFeb 23, 2021 · Other
- Cindy Ann Carpenter from J.P. Morgan Securities LLCJun 21, 2019 · Wirehouse to independent RIA
- Sean Babin from Charles Schwab & Co., Inc.Mar 22, 2019 · Affiliated broker-dealer or bank to independent RIA
- Robert Reich Gardner from Edward JonesFeb 5, 2018 · Other
- Jeffrey Miles Cooper from Sentry Wealth, Inc.Sep 18, 2017 · Other
- John Randall Potter from Strategic Planning CorporationMar 23, 2017 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Matthew Joshua Crawford · Vice President Of Coachingcontrolsince 04/2019 · owns less than 5%
- Joseph Daniel List · Chief Compliance Officer & Presidentcontrolsince 08/2009 · owns less than 5%
- Edward Mark Matson · Ceo, Cfo, Director, Shareholdercontrolsince 10/1991 · owns 75% or more
- Kay Melissa Matson · Executive Vice Presidentcontrolsince 05/2019 · owns less than 5%
- Lotz Michelle Matson · Vice President, Secretarycontrolsince 09/2004 · owns less than 5%
- Sanford Matthew Matson · Shareholdersince 11/1997 · owns 10% to 25%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Scottsdale, Az | 3 | 0 | 0 | ||
| Mason, Oh · principal | 3 | 0 | 0 | ||
| High Point, Nc | 1 | 0 | 0 | ||
| Charlotte, Nc | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Scottsdale, AZ5 employees
ADV anomalies
3 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing May 15, 2026MATSON, MARK, EDWARD (CEO, CFO, DIRECTOR, SHAREHOLDER) left Schedule A between the filings of 2020-03-31 and 2026-05-15peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing May 15, 2026MATSON, MICHELLE, LOTZ (VICE PRESIDENT, SECRETARY) left Schedule A between the filings of 2020-03-31 and 2026-05-15peers: independent wealth managers, $20B and over (84)
- control person changedChange between filings · filing May 15, 2026CRAWFORD, JOSHUA, MATTHEW (VICE PRESIDENT OF COACHING) left Schedule A between the filings of 2020-03-31 and 2026-05-15peers: independent wealth managers, $20B and over (84)
What changed
consecutive filings, newest first
- Advisory employees · 10 to 9Mar 31, 2026 to May 15, 2026
- Employees · 72 to 69Mar 31, 2026 to May 15, 2026
- State-registered IARs · 7 to 6Mar 31, 2026 to May 15, 2026
- Accounts · 30,142 to 29,979Jul 19, 2025 to Mar 31, 2026
- Charity clients · 77 to 81Jul 19, 2025 to Mar 31, 2026
- Corporate clients · 169 to 167Jul 19, 2025 to Mar 31, 2026
- HNW clients · 2,345 to 2,962Jul 19, 2025 to Mar 31, 2026
- Individual clients · 26,969 to 26,217Jul 19, 2025 to Mar 31, 2026
- Pension plan clients · 493 to 477Jul 19, 2025 to Mar 31, 2026
- State-registered IARs · 8 to 7Jul 19, 2025 to Mar 31, 2026
- Discretionary RAUM · $21B to $24BJul 19, 2025 to Mar 31, 2026
- HNW RAUM · $4.7B to $6.3BJul 19, 2025 to Mar 31, 2026
- Individual RAUM · $5.1B to $5.4BJul 19, 2025 to Mar 31, 2026
- Pension RAUM · $342M to $392MJul 19, 2025 to Mar 31, 2026
- RAUM · $21B to $24BJul 19, 2025 to Mar 31, 2026
- Financial planning clients · unset to Mar 31, 2025 to Jul 19, 2025
- Related adviser · false to trueMar 31, 2025 to Jul 19, 2025
- Accounts · 30,605 to 30,142Mar 29, 2024 to Mar 31, 2025
- Charity clients · 69 to 77Mar 29, 2024 to Mar 31, 2025
- Corporate clients · 174 to 169Mar 29, 2024 to Mar 31, 2025
- HNW clients · 2,176 to 2,345Mar 29, 2024 to Mar 31, 2025
- Individual clients · 27,602 to 26,969Mar 29, 2024 to Mar 31, 2025
- Pension plan clients · 487 to 493Mar 29, 2024 to Mar 31, 2025
- Employees · 61 to 72Mar 29, 2024 to Mar 31, 2025
- State-registered IARs · 9 to 8Mar 29, 2024 to Mar 31, 2025
- Discretionary RAUM · $20B to $21BMar 29, 2024 to Mar 31, 2025
- HNW RAUM · $4.3B to $4.7BMar 29, 2024 to Mar 31, 2025
- Individual RAUM · $5.2B to $5.1BMar 29, 2024 to Mar 31, 2025
- Pension RAUM · $324M to $342MMar 29, 2024 to Mar 31, 2025
- RAUM · $20B to $21BMar 29, 2024 to Mar 31, 2025
- Accounts · 30,322 to 30,605May 11, 2023 to Mar 29, 2024
- Advisory employees · 11 to 10May 11, 2023 to Mar 29, 2024
- Charity clients · 65 to 69May 11, 2023 to Mar 29, 2024
- Corporate clients · 177 to 174May 11, 2023 to Mar 29, 2024
- HNW clients · 1,819 to 2,176May 11, 2023 to Mar 29, 2024
- Individual clients · 27,642 to 27,602May 11, 2023 to Mar 29, 2024
- Pension plan clients · 511 to 487May 11, 2023 to Mar 29, 2024
- Employees · 69 to 61May 11, 2023 to Mar 29, 2024
- State-registered IARs · 10 to 9May 11, 2023 to Mar 29, 2024
- Discretionary RAUM · $18B to $20BMay 11, 2023 to Mar 29, 2024
Signals
16 dated events
- Stephen Craig Tosi left Matson Money, Inc. for Sowell Management (registered 2019-05-14)Sep 10, 2025 · Advisor changed firm · fact
- Peter Alexander Kitzerow left Matson Money, Inc. for Freedom Investment Management, Inc. (registered 2021-04-09)Aug 8, 2025 · Advisor changed firm · fact
- John Randall Potter left Matson Money, Inc. for Efficient Advisors (registered 2022-06-28)Mar 19, 2025 · Advisor changed firm · fact
- Cody Daniel Zindler left Matson Money, Inc. for Studioi, Llc (registered 2024-08-29)Jul 31, 2024 · Advisor changed firm · fact
- 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)Mar 29, 2024 · Control person left · inference
- Kim-Ngon Trinh Wicker left Matson Money, Inc. for Csp Financial Group Llc (registered 2024-02-12)Nov 15, 2023 · Advisor changed firm · fact
- 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)Mar 31, 2023 · Control person left · inference
- Philip James Corson left Matson Money, Inc. for Efficient Advisors (registered 2022-06-28)Mar 23, 2023 · Advisor changed firm · fact
- Rick Wiehe (Vice President Of Project Management) appeared on Schedule A of Matson Money, Inc.Mar 31, 2022 · Control person joined · fact
- Cindy Ann Carpenter left Matson Money, Inc. for Vanguard Advisers, Inc. (registered 2022-03-07)Feb 3, 2022 · Advisor changed firm · fact
- Rick Wiehe (Vice President Of Operations) no longer on Schedule A of Matson Money, Inc. (listed 2019-03-29, absent 2020-03-31)Mar 31, 2020 · Control person left · inference
- M Joshua Crawford (Vice President Of Coaching) appeared on Schedule A of Matson Money, Inc.Mar 31, 2020 · Control person joined · fact
- Garrett Alex Ash (Vice President Of Advisor Relations) appeared on Schedule A of Matson Money, Inc.Mar 31, 2020 · Control person joined · fact
- Kay Melissa Matson (Executive Vice President) appeared on Schedule A of Matson Money, Inc.Mar 29, 2019 · Control person joined · fact
- Rick Wiehe (Vice President Of Operations) appeared on Schedule A of Matson Money, Inc.Mar 29, 2019 · Control person joined · fact
- Matson Money, Inc. reported RAUM $16.8B, up 127% from $7.4B (2017-03-31 to 2018-03-30)Mar 30, 2018 · RAUM change · derived
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- refunds@matsonmoney.comreportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/MATSON-MONEYreportedpublic record, Form ADV, Sep 17, 2026
- Website
- adx.matsonmoney.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 513-204-8000reportedpublic record, Form ADV, May 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Wealth manager with institutional or fund businessderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $2.2Bderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026