AdvisorRanked
95
Clean

MERIDIAN INVESTMENT ADVISORS, INC.

10321 N. PENNSYLVANIA ST., INDIANAPOLIS, IN 46280
Fiduciaryfee-onlySEC Registered
317-573-5257 HTTP://WWW.MERIDIANINVEST.COM CRD #107593
$628M
Assets Managed
4
Clients
5
Employees
32
Years Active
since 1994

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46084. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: Yes

This firm has direct custody of client assets, rather than using an independent custodian. This is a higher-risk arrangement that requires additional regulatory safeguards.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 32 years.

Firm Details

Legal NameMERIDIAN INVESTMENT ADVISORS, INC.
CRD Number#107593
SEC RegisteredYes
Registration Date1994-05-31
States RegisteredIN
Assets Under Management$628M
Number of Clients4
Employees5
Compensation Typefee-only
Last ADV Filing46084

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Frequently Asked Questions

Is MERIDIAN INVESTMENT ADVISORS, INC. a fiduciary?

Yes. MERIDIAN INVESTMENT ADVISORS, INC. is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does MERIDIAN INVESTMENT ADVISORS, INC. charge clients?

MERIDIAN INVESTMENT ADVISORS, INC. uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does MERIDIAN INVESTMENT ADVISORS, INC. have any complaints?

No. MERIDIAN INVESTMENT ADVISORS, INC. has zero complaints or disciplinary actions on file with the SEC or FINRA across 32 years of operation.

How does MERIDIAN INVESTMENT ADVISORS, INC. compare to other advisors in INDIANAPOLIS?

MERIDIAN INVESTMENT ADVISORS, INC. has a Red Flag Score of 95/100. There are 52 registered advisory firms in INDIANAPOLIS. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46084. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.