Portfolio
All deals
The complete integration register for Meridian Wealth Partners.
| Firm | Stage | AUM | Advisors | Lead | Time in stage | Synergy | |
|---|---|---|---|---|---|---|---|
| Fairbanks Legacy Partners1,450 households | Acquired | $2.1B | 18 | Maya Chen | 5 / 7 days | — | |
| Cedar & Main Financial210 households | Stack discovery | $180M | 2 | Owen Brooks | 7 / 10 days | — | |
| Juniper Bend Advisors190 households | Stack discovery | $150M | 2 | Owen Brooks | 8 / 10 days | — | |
| Elkhart Advisory Group340 households | Rationalization | $290M | 3 | Nina Patel | 14 / 10 days | — | |
| Bluffview Wealth900 households | Migration | $1.2B | 11 | Theo Grant | 28 / 45 days | $150K | |
| Ives & Company610 households | Migration | $770M | 7 | Maya Chen | 34 / 45 days | $95K | |
| Dunmore Private Wealth520 households | Standardization | $650M | 6 | Nina Patel | 17 / 30 days | $106K | |
| Ashworth Capital Advisors380 households | Data integration | $410M | 4 | Theo Grant | 39 / 45 days | $90K | |
| Harborlight Investments300 households | Data integration | $340M | 4 | Maya Chen | 52 / 45 days | $71K | |
| Granite Row Wealth430 households | Complete | $520M | 5 | Owen Brooks | Complete | $25K |