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MERIDIAN FINANCIAL ADVISORS, LLC
CRD 119679File 801-117452
APPROVED
Retail clients
Disclosure events
Filing as of May 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$283.9M
Below cohort median (national)
Discretionary AUM
$283.9M
Clients
177
659 accounts
Employees
5
Below cohort median in MA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Oct 7, 2019
- Principal office
- 13 WATER STREET, SUITE 302, HOLLISTON, MA, 01746
- Phone
- (508) 429-2600
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $283.9M
- Discretionary AUM
- $283.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 659
- Non-discretionary accounts
- 0
- Total accounts
- 659
- AUM per client
- $1.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $239.7M |
| Individuals (other than high net worth individuals) | 89 | $44.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C2
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 171 | 177 | increased by6 |
| Apr 1, 2026 | AUM | $257,881,702 | $283,927,964 | increased by$26,046,262 |
| Apr 1, 2026 | Accounts | 745 | 659 | decreased by86 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 4 | 5 | increased by1 |
| Dec 1, 2025 vs May 1, 2025 | Disclosures | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Employees | 3 | 4 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 129 | 171 | increased by42 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $186,189,298 | $257,881,702 | increased by$71,692,404 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 129 | 745 | increased by616 |
| May 1, 2022 | Clients | 124 | 129 | increased by5 |
| May 1, 2022 | AUM | $157,003,537 | $186,189,298 | increased by$29,185,761 |
| May 1, 2022 | Accounts | 124 | 129 | increased by5 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MERIDIAN FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MERIDIAN FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.