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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MERIDIAN FINANCIAL PARTNERS LLC

CRD 281969

WARRENTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:58ec04ac-3786-0b02-5ffa-2532362ab659

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 13
Dated events: 5
On other graphs: 0
Observed: Feb 10, 2016 to Mar 18, 2026
24 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.95 fund_share=0.0 institutional_share=0.04 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $628MItem 5.F on the latest filing (2026-03-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $625M
Private client RAUM: $598MderivedItem 5.D individuals plus high net worth individuals
Private client share: 95%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $126Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 7
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 1,522
Individual clients: 238
High net worth clients: 320
Custody, client assets: $228M
SEC number: 801-107287
CRD: 281969
Filings on the tape: 24
First filed: Feb 10, 2016
Latest filed: Mar 18, 2026
Organised: Limited Liability Company, VA

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
NATHANIEL SCOTT GILBERT	n/a	WARRENTON, VA	10	23	4	no
SARAH JEAN YAKEL	Certified Financial Planner	WARRENTON, VA	10	23	4	no
Sarah Glover Irving	Certified Financial Planner	WARRENTON, VA	5	15	n/a	no
Daniel James Fortunato	Certified Financial Planner	WARRENTON, VA	1	13	n/a	no
Kira Lane Topeka	n/a	WARRENTON, VA	0	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GILBERT, NATHANIEL, SCOTT	MANAGING PARTNER, CO-FOUNDER	C	yes	09/2015	Feb 10, 2016	Jun 11, 2024
THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024	MANAGING MEMBER	C	yes	05/2024	May 31, 2024	Jun 11, 2024
YAKEL, JONATHAN, DAVID	Trustee	F	yes	02/2024	Jun 11, 2024	Jun 11, 2024
YAKEL, SARAH, JEAN	Trustee	F	yes	02/2024	Feb 10, 2016	Jun 11, 2024
YAKEL, SARAH, JEAN	MANAGING PARTNER, CO-FOUNDER, CCO	Na	yes	09/2015	Feb 10, 2016	Jun 11, 2024
Irving, Sarah, Glover	Member	Na	no	05/2024	May 31, 2024	Jun 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Washington	Va	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 18, 2026	$628M	$625M	7	6	1	n/a	n/a
2024	Mar 13, 2025	$511M	$509M	6	4	1	n/a	n/a
2023	Mar 6, 2024	$401M	$400M	6	4	1	n/a	n/a
2022	Feb 7, 2023	$344M	$343M	7	5	0	n/a	n/a
2021	Mar 3, 2022	$359M	$359M	7	5	0	n/a	n/a
2020	Feb 6, 2021	$284M	$284M	5	4	0	n/a	n/a
2019	Feb 21, 2020	$229M	$229M	5	4	0	n/a	n/a
2018	Mar 28, 2019	$183M	$183M	5	4	0	n/a	n/a
2017	Feb 27, 2018	$168M	$168M	4	3	1	n/a	n/a
2016	Feb 22, 2017	$118M	$118M	3	2	n/a	n/a	n/a
2015	Mar 8, 2016	$95.6M	$95.6M	3	2	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$628M	$511M	22.9%	$344M	22.2%	7	6	1	1

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERIDIAN FINANCIAL PARTNERS LLC	2	Mar 3, 2016	Mar 8, 2016	WARRENTON, VA	Channel change	Other	100.0%

Relationships

Registered with (6)

← Kira Lane TopekaAdvisorregistration: current employment
Feb 3, 2026 to presentfactForm ADV
← Daniel James FortunatoAdvisorregistration: current employment
Feb 22, 2025 to presentfactForm ADV
← Sarah Glover IrvingAdvisorregistration: current employment
Jan 28, 2021 to presentfactForm ADV
← NATHANIEL SCOTT GILBERTAdvisorregistration: current employment
Mar 8, 2016 to presentfactForm ADV
← SARAH JEAN YAKELAdvisorregistration: current employment
Mar 8, 2016 to presentfactForm ADV
← Lucy Elizabeth ValandraAdvisorregistration: previous registration
Sep 22, 2023 to Jan 26, 2024factForm ADV

Controls (4)

← GILBERT, NATHANIEL, SCOTTOwnerMANAGING PARTNER, CO-FOUNDER, ownership code C, individual
Feb 10, 2016 to Jun 11, 2024factForm ADV
← YAKEL, SARAH, JEANOwnerTRUSTEE, ownership code F, individual
Feb 10, 2016 to Jun 11, 2024factForm ADV
← YAKEL, JONATHAN, DAVIDOwnerTRUSTEE, ownership code F, individual
Jun 11, 2024 to Jun 11, 2024factForm ADV
← THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024OwnerMANAGING MEMBER, ownership code C, domestic entity
May 31, 2024 to Jun 11, 2024factForm ADV

Owns (1)

← Irving, Sarah, GloverOwnerMEMBER, ownership code NA, individual
May 31, 2024 to Jun 11, 2024factForm ADV

Moved with (1)

← MERIDIAN FINANCIAL PARTNERS LLCRegistered adviser2 advisors, team lift out, same day
Mar 3, 2016 to Mar 8, 2016factForm ADV

Dated events

Occurred
Mar 13, 2025
Regulatory AUM changed
Meridian Financial Partners Llc reported RAUM $510.8M, up 27% from $400.8M (2024-06-11 to 2025-03-13)
Form ADVobserved 5 days ago
$110M
Occurred
Jun 11, 2024
Control person joined
David Jonathan Yakel (Trustee) appeared on Schedule A of Meridian Financial Partners Llc
Form ADVobserved 5 days ago
Occurred
Jan 26, 2024
Advisor changed firm
Lucy Elizabeth Valandra left Meridian Financial Partners Llc for Stephens Consulting, Llc (registered 2024-02-12)
Form ADVobserved 5 days ago
Occurred
Feb 10, 2016
Succession filed (Item 4)
Meridian Partners Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)
Form ADVobserved 5 days ago
Occurred
Feb 10, 2016
First Form ADV filing
Meridian Partners Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58ec04ac-3786-0b02-5ffa-2532362ab659
First observed: Feb 10, 2016
Last observed: Mar 18, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MERIDIAN FINANCIAL PARTNERS LLC

CRD 281969

WARRENTON, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:58ec04ac-3786-0b02-5ffa-2532362ab659

Data as of Mar 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:35 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

NATHANIEL SCOTT GILBERT

n/a

WARRENTON, VA

SARAH JEAN YAKEL

Certified Financial Planner

WARRENTON, VA

Sarah Glover Irving

Certified Financial Planner

WARRENTON, VA

n/a

Daniel James Fortunato

Certified Financial Planner

WARRENTON, VA

n/a

Kira Lane Topeka

n/a

WARRENTON, VA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GILBERT, NATHANIEL, SCOTT

MANAGING PARTNER, CO-FOUNDER

yes

09/2015

Feb 10, 2016

Jun 11, 2024

THE SARAH J. YAKEL REVOCABLE LIVING TRUST U/A DATED FEBRUARY 16, 2024

MANAGING MEMBER

yes

05/2024

May 31, 2024

Jun 11, 2024

YAKEL, JONATHAN, DAVID

Trustee

yes

02/2024

Jun 11, 2024

YAKEL, SARAH, JEAN

Trustee

yes

02/2024

Feb 10, 2016

Jun 11, 2024

YAKEL, SARAH, JEAN

MANAGING PARTNER, CO-FOUNDER, CCO

yes

09/2015

Feb 10, 2016

Jun 11, 2024

Irving, Sarah, Glover

Member

05/2024

May 31, 2024

Jun 11, 2024

City

State

Country

Employees

Also broker-dealer

Washington

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 18, 2026

$628M

$625M

n/a

2024

Mar 13, 2025

$511M

$509M

n/a

2023

Mar 6, 2024

$401M

$400M

n/a

2022

Feb 7, 2023

$344M

$343M

n/a

2021

Mar 3, 2022

$359M

n/a

2020

Feb 6, 2021

$284M

n/a

2019

Feb 21, 2020

$229M

n/a

2018

Mar 28, 2019

$183M

n/a

2017

Feb 27, 2018

$168M

n/a

2016

Feb 22, 2017

$118M

n/a

2015

Mar 8, 2016

$95.6M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$628M

$511M

22.9%

$344M

22.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERIDIAN FINANCIAL PARTNERS LLC

Mar 3, 2016

Mar 8, 2016

WARRENTON, VA

Channel change

Other

100.0%