Meridian Investment Advisors, Inc.
- Regulatory AUM
- $628M
- Discretionary
- $469M
- Clients
- 627
- Avg AUM / client
- $1.0M
- Accounts
- 1,154
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 372 | $159M | 25.4% |
| High net worth individuals | 240 | $309M | 49.2% |
| Pension and profit sharing plans | 15 | $159M | 25.4% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Robert Burley | President And Ceo, Cco | Apr 2008 (18y) | 75% or more | |
| Michael Richard Werner | Registered representative | CFP | Apr 2018 (8y) | |
| Keith Bartley Allen | Registered representative | Apr 2021 (5y) | ||
| Madeline Grace Speckman | Registered representative | CFP | Jan 2026 (1y) | |
| Bradley J Bolin | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/03/2026 | 905 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
Custody
Reported custodians
- Fidelity Distributors Company Llc $457M (73% of AUM) Mar 2026
- Fidelity Investments Institutional Services Company, Inc. $202M (64% of AUM) Oct 2019
- TD Ameritrade $12.8M (2% of AUM) Dec 2022
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 03, 2026.
View current Form ADV (SEC/IAPD) ↗