Matson Money, Inc.

Matson Money, Inc. (CRD# 110425) is a financial advisory firm headquartered in Mason, OH. They manage $7,401,261,052 in 62,883 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    7,401
    MILLION
  • Total Number of Accounts
    62,883
    ACCOUNTS
  • Average Account Value
    $117,699
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Matson Money, Inc.
Showing 1 - 10 of 11 top financial advisors.
1
Robert R. Gardner
CRD#: 1788067
82 Patton Ave, Suite 208, Asheville, NC 28801
96
Wealthminder
score

Robert Gardner (CRD# 1788067) is an Investment Advisor Representative working at Matson Money, Inc. in Asheville, NC and has over 30 years of experience in the finance industry. Robert Gardner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Philip J. Corson
CRD#: 5857729
100 Stone Village Drive, Suite 208, Fort Mill, SC 29708
93
Wealthminder
score

Philip Corson (CRD# 5857729) is an Investment Advisor Representative working at Matson Money, Inc. in Fort Mill, SC and has over 7 years of experience in the finance industry.

3
Ronnie M. Kidd
CRD#: 2286371
2023 La Dora Drive, High Point, NC 27265
93
Wealthminder
score

Ronnie Kidd (CRD# 2286371) is an Investment Advisor Representative working at Matson Money, Inc. in High Point, NC and has over 25 years of experience in the finance industry.

4
Daniel J. List
CRD#: 2619515
3700 Park 42 Drive, Suite 105a, Cincinnati, OH 45241
93
Wealthminder
score

Daniel List (CRD# 2619515) is an Investment Advisor Representative working at Matson Money, Inc. in Cincinnati, OH and has over 23 years of experience in the finance industry.

5
Mark E. Matson
CRD#: 1385759
5955 Deerfield Blvd., Cincinnati, OH 45040
93
Wealthminder
score

Mark Matson (CRD# 1385759) is an Investment Advisor Representative working at Matson Money, Inc. in Cincinnati, OH and has over 25 years of experience in the finance industry.

6
Michelle L. Matson
CRD#: 2693148
5955 Deerfield Blvd., Mason, OH 45040
93
Wealthminder
score

Michelle Matson (CRD# 2693148) is an Investment Advisor Representative working at Matson Money, Inc. in Mason, OH and has over 22 years of experience in the finance industry.

7
Steve B. Miller
CRD#: 2941806
5955 Deerfield Blvd., Cincinnati, OH 45040
93
Wealthminder
score

Steve Miller (CRD# 2941806) is an Investment Advisor Representative working at Matson Money, Inc. in Cincinnati, OH and has over 20 years of experience in the finance industry.

8
Stephen C. Tosi
CRD#: 4632046
2323 Addison Blvd, High Point, NC 27262
93
Wealthminder
score

Stephen Tosi (CRD# 4632046) is an Investment Advisor Representative working at Matson Money, Inc. in High Point, NC and has over 15 years of experience in the finance industry.

9
Jeffrey M. Cooper
CRD#: 6366670
Sentry Wealth, Po Box 369, Arden, NC 28704
90
Wealthminder
score

Jeffrey Cooper (CRD# 6366670) is an Investment Advisor Representative working at Matson Money, Inc. in Arden, NC and has over 4 years of experience in the finance industry.

10
John R. Potter
CRD#: 6597571
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC 28277
89
Wealthminder
score

John Potter (CRD# 6597571) is an Investment Advisor Representative working at Matson Money, Inc. in Charlotte, NC and has over 2 years of experience in the finance industry.

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