DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
B. Riley Wealth Advisors, Inc. Firm · Private equity · matched Meridian Financial Partners Also on RIA / Wealth Management | Unsized | Memphis, | $7.6B | 30 | 5 | 2020 | ||
MERIDIAN INVESTMENT ADVISORS Registered adviser · RIA / Wealth · matched MERIDIAN MANAGEMENT CO · 801-13452 Also on Allocators | LITTLE ROCK, | $862M | 4 | 2012 | ||||
| INDIANAPOLIS, | $628M | 5 | 2012 | |||||
| WARRENTON, | $628M | 5 | 2016 | |||||
Meridian Capital Partners, Inc. Firm · Private equity · matched Meridian Fund Management, LLC Also on RIA / Wealth Management | · probable Unsized | Albany, | $282M | 6 | 5 | |||
GULF STREAM ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched MERIDIAN CREDIT MANAGEMENT LLC · 801-117217 | CHARLOTTE, | $2.6B | 6 | 2019 | ||||
| HOLLISTON, | $284M | 2 | 2019 | |||||
| $124M | 2 | 2025 | ||||||
| UNIONTOWN, | $182M | 2012 | ||||||
| SEAL BEACH, | $102M | 2012 | ||||||
| $72.7M | 2026 | |||||||
| MILWAUKIE, | $63.3M | 2026 | ||||||
| $49.9M | 2026 | |||||||
MERIDIAN ADVISORY SERVICES Registered adviser · RIA / Wealth · matched MERIDIAN ADVISORY SERVICES LLC · 801-60923 | $37.0M | 2012 | ||||||
MERIDIAN ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched RICHARD B. PRICE D/B/A MERIDIAN ASSET MANAGEMENT | $33.6M | 2026 | ||||||
MERIDIAN ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched MERIDIAN ASSET MANAGEMENT LLC · 801-63422 | COTTONWOOD HEIGHTS, | $8.5M | 2012 | |||||
| $10.4M | 2026 | |||||||
| $10.2M | 2026 | |||||||
| $5.2M | 2026 | |||||||
| Golden Valley, | 455 | |||||||
| Deerfield, | 336 | |||||||
| Greensboro, | 240 | |||||||
| Middleton, | 172 | |||||||
| WARRENTON, | 2015 | |||||||
| Milwaukee, | 116 | |||||||
| Delray Beach, | 62 | |||||||
| $275M | 131 | 2012 | ||||||
| Bethesda, | 60 | |||||||
| $74.6M | 40 | 2012 | ||||||
| $791,053 | 4 | 2018 | ||||||
| 2 | ||||||||
| 2012 | ||||||||
| New York, | 120 | |||||||
| New York, | 120 | |||||||
| LEXINGTON, | $5.0B | 58 | 2012 | |||||
| AUSTIN, | $1.7B | 9 | 2016 | |||||
| EAST NORRITON, | $1.4B | 10 | 2017 | |||||
| New York, | $32.5M | 4 | 6 | 2021 | ||||
| $723M | 3 | 2011 | ||||||
| $632M | 5 | 14 | 2032 | |||||
| BOULDER, | $514M | 2012 | ||||||
| Johnson City, | 1,068 | |||||||
| $3.7M | 2026 | |||||||
| ALBUQUERQUE, | $156M | 2023 | ||||||
MERIDIAN WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched MERIDIAN WEALTH MANAGEMENT, LLC · 801-135297 | $118M | 3 | 2026 | |||||
| South Bend, | 314 | |||||||
| $2.4M | 2015 | |||||||
| Los Angeles, | $79.0M | 1 | ||||||
| Deerfield, | 455 | |||||||
| · probable Unsized | Chicago, | $130B | 10 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.