MERIDIAN INVESTMENT ADVISORS

11300 Cantrell Road
Suite 200
Little Rock, Arkansas 72212
Tel: 501-663-7055

About MERIDIAN INVESTMENT ADVISORS

MERIDIAN INVESTMENT ADVISORS, formally registered with the SEC as MERIDIAN INVESTMENT ADVISORS. The firm was established in 10/14/1977. They have over 1 offices throughout the country.

MERIDIAN INVESTMENT ADVISORS is a Little Rock, Arkansas based Financial Planning firm with nearly $766,523,683 assets under management, offering retirement planning & investment advisory services to 460 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110216
SEC#	801-13452
Assets Managed by Firm	$766,523,683
No. of Clients	460
No. of Advisors	6

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	460	$766,523,683
Individuals (other than high net worth individuals)	90	$42,769,273
High net worth individuals	102	$306,704,662
Pension and profit sharing plans	25	$286,382,549
Charitable organizations	7	$10,757,671
Corporations or other businesses	5	$15,511,858

More Retirement Planning firms in Little Rock, Arkansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
STEPHENS 111 Center St Little Rock, AR, 72201	$14,783,890,572	21924	629
STEPHENS INVESTMENT MANAGEMENT GROUP, LLC 111 Center Street Little Rock, AR, 72201	$7,463,667,271	162	23
ARVEST WEALTH MANAGEMENT 5201 Village Parkway Rogers, AR, 72758	$2,593,400,723	7674	252
36 NORTH CAPITAL MANAGEMENT, LLC 901 Se Village Loop, Suite 1 Bentonville, AR, 72712	$2,346,620,000	4	4
GREENWOOD GEARHART INC. 26 E Center St Fayetteville, AR, 72701-4278	$1,637,149,230	2873	23

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