Firms by city
Registered investment advisers in Meridian, ID
9 SEC-registered advisers headquartered in Meridian, listed by regulatory assets under management as reported on Form ADV.
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9 firms listed
| Firm | Headquarters | Regulatory AUM |
|---|---|---|
| Inspire Investing | Meridian, ID | $3.96B |
| Inspire Advisors | Meridian, ID | $1.33B |
| TVFP | Meridian, ID | $336M |
| Next Level Wealth Planning | Meridian, ID | $323M |
| Siddhi Capital | Meridian, ID | $304M |
| Doceo Wealth | Meridian, ID | $274M |
| Hawke Financial Group | Meridian, ID | $270M |
| Enduring Wealth Management | Meridian, ID | $205M |
| Desert Rose Capital Management | Meridian, ID | $192M |
- Headquarters
- Meridian, ID
- Regulatory AUM
- $3.96B
- Headquarters
- Meridian, ID
- Regulatory AUM
- $1.33B
- Headquarters
- Meridian, ID
- Regulatory AUM
- $336M
- Headquarters
- Meridian, ID
- Regulatory AUM
- $323M
- Headquarters
- Meridian, ID
- Regulatory AUM
- $304M
- Headquarters
- Meridian, ID
- Regulatory AUM
- $274M
- Headquarters
- Meridian, ID
- Regulatory AUM
- $270M
- Headquarters
- Meridian, ID
- Regulatory AUM
- $205M
- Headquarters
- Meridian, ID
- Regulatory AUM
- $192M
Figures are from each firm's most recent Form ADV and are dated on its profile. Listing here is a matter of public record, not a recommendation.
About this list
A firm appears here when it reports its principal office in Meridian on Form ADV Part 1A. Many advisers serve clients well beyond the city they are based in, and a firm headquartered elsewhere may still have an office here; see firms headquartered in Idaho.
Figures come from each firm's own filings on the dates shown on its profile. This list is a restatement of public records, not a rating or a recommendation.