SourcingSourcing

MERIDIAN FINANCIAL, LLC

B57
CRD 119679·SEC 801-117452·HOLLISTON, MA
AUM
$283.9M
$100M-$500M
Est. Revenue
$2.8M
@ 1% on AUM
Est. EBITDA
$852K
@ 30% margin
Est. Deal Value
$6.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MERIDIAN FINANCIAL, LLC
CRD
119679
SEC file #
801-117452
EIN
522452613
DBA names
—

Economics

AUM
$283.9M
AUM band
$100M-$500M
AUM trajectory
'20'26
$113.1M → $283.9M▲ +151%
Client mix
Individuals Other89
Individuals High Net Worth88

Operations

Employees (total)
5
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'20'26
2 advisors → 2 advisors▬ 0%
Primary office
HOLLISTON MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
meridianfinancial.net

Compliance

Disclosures (firm)
2
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
BRUGGEMAN, GEORGIA, GUYOTT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
BRUGGEMAN, GEORGIA, GUYOTT
GRIFFITH, ANN, MARGARET
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MERIDIANFINANCIAL.NET
Rdap Domain Creation Date
2003-05-28T19:41:49Z
Rdap Firm Age Years
23
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002032629
Edgar Registered
Yes
Edgar Filing Count
20
Edgar First Filing Date
2024-08-13
Edgar Last Filing Date
2026-04-21
Edgar 13f Count
18
Edgar 13f Latest AUM Estimate
Filing Date2026-04-21
Accession0002032629-26-000002
Edgar Former Names
Meridian Financial, LLC

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4812
Soi Zip Pct 200k Plus
0.2413
Soi Zip Returns 200k Plus
1800
Soi Zip Total AGI
1,140,984
Census Median Hh Income
149,614
Census High Income Households
1884
Census Median Age
45.1
Census Pop 65 66 Total
371
Census Total Households
5,562
Fdic Zip Total Deposits
6,678,690,000
Fdic Zip Branch Count
106
Fdic Zip Top Banks
Middlesex Savings Bank
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (31)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Census Bachelors Plus Count
4,001
Census Median Home Value
588,000
Census Unemployed Count
412
Census Zip
01746
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
13 WATER STREETHOLLISTON, MA 01746
Business
13 WATER STREETHOLLISTON, MA 01746
Edgar EIN
522452613
Edgar Recent Filings
13F-HR2026-04-21 · 0002032629-26-000002
13F-HR2026-01-23 · 0002032629-26-000001
Fdic Zip Branches Raw
Shawmut Bank, National AssociationHolliston, MA
BayBankHolliston, MA
Fdic Zip HHI
2925.05
Fdic Zip Top Bank Share Pct
50.81
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2035-05-28T19:41:49Z
Rdap Domain Last Changed
2026-05-15T21:10:40Z
Rdap Nameservers
Kallie.ns.cloudflare.comKip.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI15,830
Returns1,590
Stub 2
AGI33,085
Returns890
Stub 3
AGI47,889
Returns770
Soi Zip Total Business Income
39,270
Soi Zip Total Cap Gains
78,267
Soi Zip Total Dividends
23,000
Soi Zip Total Returns
7,460
Top Owner CRD
1433089
Trust Company Affiliate
No

People (3)

3
BRUGGEMAN, GEORGIA, GUYOTT
IAR · Direct Owner · 87.5%
1433089
ANN MARGARET GRIFFITH
Executive Officer · 2.5%
2936554
RANA L CHOUBAH
IAR
5256950