RIA Intel›Advisers›Massachusetts›MERIDIAN FINANCIAL SERVICES, INC.

MERIDIAN FINANCIAL SERVICES, INC.

Advisory

MA

Data as of Feb 11, 2026 · Source: SEC Form ADV

Rank in MA

#1,073

of 1,590 advisers by AUM

Average account

$693K

across 105 accounts

AUM per adviser

$73M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$73M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$73M

Discretionary AUM$73M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees5

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InFL, MA

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

60 clients

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

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