National Retirement Planning Experts

National Coverage
Local Professionals

MERIDIAN FINANCIAL, LLC

13 Water Street
Holliston, Massachusetts 1746
Tel: 508-429-2600

Need a Financial Advisor?
Compare Vetted Advisors

About MERIDIAN FINANCIAL, LLC

MERIDIAN FINANCIAL, LLC, formally registered with the SEC as MERIDIAN FINANCIAL, LLC. The firm was established in 10/07/2019. They have over 2 offices throughout the country.

MERIDIAN FINANCIAL, LLC is a Holliston, Massachusetts based Financial Planning firm with nearly $193,113,688 assets under management, offering retirement planning & investment advisory services to 554 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#119679
SEC#801-117452
Assets Managed by Firm$193,113,688
No. of Clients554
No. of Advisors4

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals

Firm Client Information

No. of ClientsAUM
Firm Total554$193,113,688
Individuals (other than high net worth individuals)81$81,746,858
High net worth individuals57$111,366,830

More Retirement Planning firms in Holliston, Massachusetts:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
FIDELITY MANAGEMENT & RESEARCH COMPANY LLC
245 Summer Street
Boston, MA, 2210
$3,148,421,739,247233331108
WELLINGTON MANAGEMENT COMPANY LLP
280 Congress Street
Boston, MA, 2210
$1,204,691,064,45913382139
SSGA FUNDS MANAGEMENT, INC.
1 Iron Street
Boston, MA, 2210
$841,529,842,790247250
GEODE CAPITAL MANAGEMENT, LLC
100 Summer Street, 12th Floor
Boston, MA, 2110
$803,470,618,544174156
STRATEGIC ADVISERS LLC
245 Summer Street
Boston, MA, 2210
$659,550,224,9821712300219

Explore More Retirement Advisors in Holliston, Massachusetts