MERIDIAN INVESTMENT ADVISORS, INC.
SEC RegisteredWe are long-term thinkers and asset allocators.
About the firm
Meridian Investment Advisors Inc. takes the long view, identifies potential threats to clients' financial futures, and mitigates those risks through solid investment principles and comprehensive planning. The firm now also offers in-house tax preparation services for individuals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advisory and asset allocation, comprehensive financial planning, risk management, and in-house tax preparation services for individuals. Services are tailored for individuals and families, businesses, and organizations seeking preservation and long-term growth.
Who they serve
Individuals and families, businesses and their executives and employees, and organizations (corporations).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 372 | $159M |
| High Net Worth Individuals | 240 | $309M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 15 | $159M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $2,000,000 | 0.50% |
| Next $10,000,000 | 0.38% |
| Above $15,000,000 | 0.00% |
Data as of March 3, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MERIDIAN INVESTMENT ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.