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

MERIDIAN FINANCIAL GROUP, INC.

Advisory

MILWAUKIE, OR

Data as of Mar 18, 2026 · Source: SEC Form ADV

Rank in OR

#279

of 305 advisers by AUM

Average account

$350K

across 181 accounts

AUM per adviser

$32M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 18, 2026.

Total AUM

$63M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$63M

Discretionary AUM$62M

Non-Discretionary AUM$1M

Discretionary %98%

Total Clients121

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR

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

121 clients

37 high-net-worth

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

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Advisers of similar size in OR

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

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THE FREYR GROUP, LLC

$65M

D. MATTERSDORFF LLC

LAKE OSWEGO, OR

$62M

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