RIA · Independent channel
Meridian Wealth
Meridian Wealth Advisors
Acquired by Savant Wealth Management · May 2026
Albuquerque, New Mexico RIA acquired by Savant Wealth Management in 2026 (SEC CRD 140991).
- Website
- meridianwealthadvisors.com
- Regulator record
- MERIDIAN WEALTH ADVISORS, LLC (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$168M
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining Meridian Wealth in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Meridian Wealth in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Jun 3 | Acquisition | Meridian Wealth AdvisorsAlbuquerque, NM | Savant Wealth ManagementRIA | $168M | InvestmentNews |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.