Wealth Manager
    SEC Registered
    Manages Private Funds

    Meridian Investment Advisors

    Registered investment advisor · Little Rock, Arkansas · CRD #110216

    Assets Under Management
    $862M
    Client Accounts
    458
    Employees
    6
    CRD Number
    110216
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Meridian Investment Advisors

    Meridian Investment Advisors is a fee-only investment advisory firm founded in 1983, offering wealth management and retirement plan services. It operates independently and is registered with the SEC. The firm focuses on personalized financial solutions for clients across the U.S.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Meridian Investment Advisors

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Meridian Investment Advisors's AUM?

    Meridian Investment Advisors reports approximately $862M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Meridian Investment Advisors headquartered?

    Meridian Investment Advisors is headquartered in Little Rock, Arkansas.

    What is Meridian Investment Advisors's CRD number?

    Meridian Investment Advisors's CRD number is 110216. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Meridian Investment Advisors manage?

    Meridian Investment Advisors manages approximately 458 client accounts according to its latest SEC filing.

    Is Meridian Investment Advisors SEC registered?

    Yes, Meridian Investment Advisors is registered with the SEC as an investment adviser with an approved registration status.

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