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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

MERIDIAN INVESTMENT ADVISORS, INC.

CRD 107593

INDIANAPOLIS, IN

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:76450fc0-d7ba-95c7-9ca4-3c188198c5f2

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Mar 6, 2012 to Mar 3, 2026
42 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=0.75 fund_share=0.0 institutional_share=0.25 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $628MItem 5.F on the latest filing (2026-03-03); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $469M
Private client RAUM: $469MderivedItem 5.D individuals plus high net worth individuals
Private client share: 75%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: 5
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,154
Individual clients: 372
High net worth clients: 240
Custody, client assets: $456M
SEC number: 801-46376
CRD: 107593
Filings on the tape: 42
First filed: Mar 6, 2012
Latest filed: Mar 3, 2026
Organised: Corporation, IN
Website: meridianinvest.com

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
MICHAEL ROBERT BURLEY	n/a	INDIANAPOLIS, IN	18	28	2	no
MICHAEL RICHARD WERNER	Certified Financial Planner	INDIANAPOLIS, IN	8	26	3	no
KEITH BARTLEY ALLEN	n/a	INDIANAPOLIS, IN	5	27	3	no
Madeline Grace Speckman	Certified Financial Planner	INDIANAPOLIS, IN	0	13	2	no
Bradley J Bolin	n/a	INDIANAPOLIS, IN	0	26	2	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
BURLEY, MICHAEL, ROBERT	PRESIDENT AND CEO, CCO	E	yes	04/2008	Mar 6, 2012	Nov 12, 2024

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; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 3, 2026	$628M	$469M	5	4	0	n/a	n/a
2024	Mar 4, 2025	$533M	$416M	4	3	0	n/a	n/a
2023	Feb 23, 2024	$568M	$459M	4	3	0	n/a	n/a
2022	Feb 10, 2023	$492M	$394M	5	4	0	n/a	n/a
2021	Feb 15, 2022	$533M	$533M	6	5	0	n/a	n/a
2020	Mar 16, 2021	$450M	$336M	5	4	0	n/a	n/a
2019	Mar 11, 2020	$387M	$267M	5	4	0	n/a	n/a
2018	Mar 21, 2019	$314M	$214M	5	4	0	n/a	n/a
2017	Mar 27, 2018	$334M	$223M	5	3	0	n/a	n/a
2016	Mar 17, 2017	$363M	$211M	5	3	n/a	n/a	n/a
2015	Mar 10, 2016	$353M	$216M	5	3	n/a	n/a	n/a
2014	Mar 17, 2015	$349M	$223M	6	6	n/a	n/a	n/a
2013	Mar 20, 2014	$332M	$215M	6	6	n/a	n/a	n/a
2012	Mar 26, 2013	$298M	$194M	5	5	n/a	n/a	n/a
2011	Mar 6, 2012	$300M	$201M	n/a	n/a	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
2	0	2	0.0%	0	0	0	2	0

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	$533M	17.9%	$492M	8.5%	5	4	0	0

Relationships

Registered with (8)

← Bradley J BolinAdvisorregistration: current employment
Jun 8, 2026 to presentfactForm ADV
← Madeline Grace SpeckmanAdvisorregistration: current employment
Jan 21, 2026 to presentfactForm ADV
← KEITH BARTLEY ALLENAdvisorregistration: current employment
Apr 22, 2021 to presentfactForm ADV
← MICHAEL RICHARD WERNERAdvisorregistration: current employment
Apr 18, 2018 to presentfactForm ADV
← MICHAEL ROBERT BURLEYAdvisorregistration: previous registration
Jan 31, 2000 to Feb 21, 2008factForm ADV
← TED LEROY SPURGEONAdvisorregistration: previous registration
Feb 13, 2013 to Mar 10, 2015factForm ADV
← PETER DANIEL WALKEYAdvisorregistration: previous registration
Sep 20, 2007 to May 1, 2012factForm ADV
← ROBERT MICHAEL CURRYAdvisorregistration: previous registration
May 2, 2008 to May 1, 2012factForm ADV

Controls (1)

← BURLEY, MICHAEL, ROBERTOwnerPRESIDENT AND CEO, CCO, ownership code E, individual
Mar 6, 2012 to Nov 12, 2024factForm ADV

Dated events

Occurred
Jul 31, 2023
Control person left
J Patrick Burley (Chairman) no longer on Schedule A of Meridian Investment Advisors, Inc. (listed 2023-03-28, absent 2023-07-31)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:76450fc0-d7ba-95c7-9ca4-3c188198c5f2
First observed: Mar 6, 2012
Last observed: Mar 3, 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 INVESTMENT ADVISORS, INC.

CRD 107593

INDIANAPOLIS, IN

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:76450fc0-d7ba-95c7-9ca4-3c188198c5f2

Data as of Mar 3, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

MICHAEL ROBERT BURLEY

n/a

INDIANAPOLIS, IN

MICHAEL RICHARD WERNER

Certified Financial Planner

INDIANAPOLIS, IN

KEITH BARTLEY ALLEN

n/a

INDIANAPOLIS, IN

Madeline Grace Speckman

Certified Financial Planner

INDIANAPOLIS, IN

Bradley J Bolin

n/a

INDIANAPOLIS, IN

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BURLEY, MICHAEL, ROBERT

PRESIDENT AND CEO, CCO

yes

04/2008

Mar 6, 2012

Nov 12, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 3, 2026

$628M

$469M

n/a

2024

Mar 4, 2025

$533M

$416M

n/a

2023

Feb 23, 2024

$568M

$459M

n/a

2022

Feb 10, 2023

$492M

$394M

n/a

2021

Feb 15, 2022

$533M

n/a

2020

Mar 16, 2021

$450M

$336M

n/a

2019

Mar 11, 2020

$387M

$267M

n/a

2018

Mar 21, 2019

$314M

$214M

n/a

2017

Mar 27, 2018

$334M

$223M

n/a

2016

Mar 17, 2017

$363M

$211M

n/a

2015

Mar 10, 2016

$353M

$216M

n/a

2014

Mar 17, 2015

$349M

$223M

n/a

2013

Mar 20, 2014

$332M

$215M

n/a

2012

Mar 26, 2013

$298M

$194M

n/a

2011

Mar 6, 2012

$300M

$201M

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

$533M

17.9%

$492M

8.5%