Overview
Assets Under Management: $284 million
Headquarters: HOLLISTON, MA
High-Net-Worth Clients: 88
Average Client Assets: $2.7 million
Frequently Asked Questions
MERIDIAN FINANCIAL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119679), MERIDIAN FINANCIAL, LLC is subject to fiduciary duty under federal law.
MERIDIAN FINANCIAL, LLC is headquartered in HOLLISTON, MA.
MERIDIAN FINANCIAL, LLC serves 88 high-net-worth clients according to their SEC filing dated March 30, 2026. View client details ↓
According to their SEC Form ADV, MERIDIAN FINANCIAL, LLC offers financial planning and portfolio management for individuals. View all service details ↓
MERIDIAN FINANCIAL, LLC manages $284 million in client assets according to their SEC filing dated March 30, 2026.
According to their SEC Form ADV, MERIDIAN FINANCIAL, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 88
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.42%
Average Client Assets: $2.7 million
Total Client Accounts: 659
Discretionary Accounts: 659
Regulatory Filings
CRD Number: 119679
Filing ID: 2064251
Last Filing Date: 2026-03-30 16:19:58