Meridian Investment Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Little Rock, AR. Its latest Form ADV filing, dated March 9, 2026, reports $862M in regulatory assets under management, 6 employees, and 458 accounts.
Assets Under Management
$862M
Employees
6
Offices
--
Total Clients
233
Primary office
LITTLE ROCK, AR
11300 CANTRELL ROAD, SUITE 200, LITTLE ROCK, AR, United States
Top client segmentHNWI represent 44.2% of total clients.
Top client categories% of clientsClients
1
HNWI
44.2%
103
2
Individuals
37.8%
88
3
Pension Plans
12.0%
28
4
Charitable
3.0%
7
5
Corporations
2.1%
5
Categories with <5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$862Mas of March 9, 2026
Discretionary100.0%
$862M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$862M
Total Accounts458
10Y AUM Change+$393M (+84.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee39:1
10Y Employee Change-1 (-14.3%)
* 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.