Meridian Financial, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Holliston, MA. Its latest Form ADV filing, dated March 30, 2026, reports $284M in regulatory assets under management, 5 employees, 3 offices, and 659 accounts.
Assets Under Management
$284M
Employees
5
Offices
3 offices
Total Clients
177
Primary office
HOLLISTON, MA
13 WATER STREET, SUITE 302, HOLLISTON, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 50.3% of total clients.
Top client categories% of clientsClients
1
Individuals
50.3%
89
2
HNWI
49.7%
88
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$284Mas of March 30, 2026
Discretionary100.0%
$284M
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$284M
Total Accounts659
10Y AUM Change+$171M (+151.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee35:1
10Y Employee Change+2 (+66.7%)
* 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.