Meridian Financial Advisors, LLC
● SEC registered since 2019CRD 119679SEC# 801-117452Holliston, MA
Reg. AUM
$308.6M
Employees
5
Accounts
676
Location
Holliston, MA
Meridian Financial Advisors, LLC assets under management
Meridian Financial Advisors, LLC is a registered investment adviser overseen by the SEC based in Holliston, MA. The firm has been registered since 2019. It reports $308.6 million in regulatory assets under management and employs 5 people.
Meridian Financial Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Ann Margaret Griffith | Chief Compliance Officer | Under 5% | 2025 |
| Georgia Guyott Bruggeman Control | Chief Executive Officer And Managing Member | Over 75% | 1990 |
Frequently asked questions
How much does Meridian Financial Advisors, LLC manage?
Meridian Financial Advisors, LLC reports $308.6 million in regulatory assets under management on its Form ADV.
How many employees does Meridian Financial Advisors, LLC have?
Meridian Financial Advisors, LLC reports 5 employees.
Where is Meridian Financial Advisors, LLC located?
Meridian Financial Advisors, LLC is based in Holliston, MA and has been SEC-registered since 2019.
Does Meridian Financial Advisors, LLC disclose fund performance?
Meridian Financial Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 13 Water Street, Suite 302, Holliston, MA 01746 |
| Phone | (508) 429-2600 |
| Fax | (508) 429-2600 |
| Office hours | 10:00 a.m. - 4:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 2032629 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$308.6M▲ 20%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 61%
Larger than 39% of 16,389 advisers
EmployeesTop 62%
More than 38% of 16,799 advisers
Assets under management
$308.6Mregulatory AUM
Discretionary $308.6M