RIA Intel›Advisers›Maryland›MERIDIAN FINANCIAL GROUP, INC.

MERIDIAN FINANCIAL GROUP, INC.

Advisory

MD

Data as of Aug 28, 2026 · Source: SEC Form ADV

Rank in MD

#452

of 468 advisers by AUM

Average account

$779K

across 64 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$50M

Discretionary AUM$50M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients64

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndJune

Operates InMD

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

64 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MD

Closest by assets under management. All figures from Form ADV.

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SILVER SPRING, MD

$50M

HUNT VALLEY, MD

$49M

PICKET FENCE FINANCIAL, LLC

FOREST HILL, MD

$50M

DOLAN FINANCIAL CORP

SILVER SPRING, MD

$49M

BRYAN INVESTMENTS, LLC

$51M

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