Meridian Financial Partners LLC logo

Meridian Financial Partners LLC

Updated today

Total assets under management

$627,591,835

Total clients

558

57% high-net worth

Total advisors

5

of 7 employees

Firm size

Team

4-10 advisors or $500M+ in AUM

Average clients per advisor

112

Average account size

$1,124,717

About

Meridian Financial Partners LLC provides personalized asset management and ongoing financial planning to individuals, high‑net‑worth clients, trusts, charitable organizations and pension plans, managing approximately $627.6 million in client assets according to its brochure. The firm describes its predominant service as asset management integrated with financial planning throughout the client relationship rather than as a one‑time deliverable.

The firm’s investment approach emphasizes asset allocation as the primary driver of performance and typically manages client portfolios on a discretionary basis while allowing clients to place reasonable restrictions and express investment preferences. Meridian combines its own research with third‑party research and consulting, discloses use of Horizon Investments research, and recommends Schwab for custody and trade execution.

Noteworthy among peers, Meridian advertises third‑party ratings and explicitly discloses receipt of research and consulting from Horizon Investments, a relationship the brochure notes could create incentives tied to research access. The firm also manages all client assets in‑house (it does not allocate to outside managers) and details use of a wider set of investment tools and specialized hourly services—such as margin, short sales, REITs, MLPs, and expert‑witness or divorce‑related engagements—that some team firms do not typically emphasize.

Client services

Financial planning Portfolio management

Expertise

Wealth management

Fee options

Percentage

$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.70% $10,000,001+: 0.50%

Project-based

$300 per hour for projects outside scope of ongoing financial planning

Other

Account minimum: $250,000 (subject to discretion to waive) Minimum fee: $3,000 minimum annual fee per household

Main office location

Meridian Financial Partners LLC

39 South 4 Th Street

Warrenton VA 20186, United States

Number of offices

2

Most active in

California · Colorado · Florida · Louisiana · Maryland · Massachusetts · New Hampshire · New York · North Carolina · Texas · Virginia · West Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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