RIA Intel›Advisers›Virginia›MERIDIAN FINANCIAL PARTNERS LLC

MERIDIAN FINANCIAL PARTNERS LLC

Advisory

N·WARRENTON, VA

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

Total AUM

$628M

1-Year AUM Growth

+16.6%

3-Year CAGR

+11.9%

Employees

6

Assets Under Management

Total AUM$628M

Discretionary AUM$625M

Non-Discretionary AUM$2M

Discretionary %99.6%

Total Clients540

Team

Total Employees6

Investment Advisers7

Employee Growth (1Y)-20.0%

Filing History

Total Filings on Record21

First FilingFeb 10, 2016

Latest FilingMar 18, 2026

🔒 Full AUM trend chart and 21 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on MERIDIAN FINANCIAL PARTNERS LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.