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Firm profile

Meridian Investment Advisors, Inc..

INDIANAPOLIS, INCRD 107593Latest ADV March 3, 2026

Meridian Investment Advisors, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated March 3, 2026, reports $628M in regulatory assets under management, 5 employees, and 1,154 accounts.

Assets Under Management
$628M
Employees
5
Offices
--
Total Clients
627
Primary office
INDIANAPOLIS, IN
10321 N. PENNSYLVANIA ST., INDIANAPOLIS, IN, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOMichael R. Burley
CCOMichael R. Burley

Advisory services offered

4 types reported
Financial Planning Services
Pension consulting services
Portfolio management for businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
372
2
HNWI
38.3%
240
3
Pension Plans
2.4%
15

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$628Mas of March 3, 2026
Discretionary74.6%
$469M
75% of total RAUM74.6%
Non-discretionary25.4%
$159M
25% of total RAUM25.4%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$628M
Total Accounts1,154
10Y AUM Change+$265M (+73.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee125:1
10Y Employee Change0 (0.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.