Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
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.
$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%
$300 per hour for projects outside scope of ongoing financial planning
Account minimum: $250,000 (subject to discretion to waive) Minimum fee: $3,000 minimum annual fee per household
Meridian Financial Partners LLC
39 South 4 Th Street
Warrenton VA 20186, United States
Number of offices
2
California · Colorado · Florida · Louisiana · Maryland · Massachusetts · New Hampshire · New York · North Carolina · Texas · Virginia · West Virginia
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 65
Warrenton, VA
Meridian Financial Partners LLC
Series 65
Warrenton, VA
Meridian Financial Partners LLC
Series 65
Warrenton, VA
Meridian Financial Partners LLC
Series 66
Warrenton, VA
Meridian Financial Partners LLC
CFP®
Warrenton, VA
Meridian Financial Partners LLC
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