Merchant, a leading global provider of growth capital and strategic resources, has announced a new partnership with Meridian Wealth Management. This collaboration comes as Meridian continues to solidify its position as a prominent fiduciary Registered Investment Advisor (RIA) with $4.2 billion in assets under management as of June 30, 2025.
Founded in 2010 by Greg Couch, Meridian Wealth Management has established itself as a premier destination for both clients and financial advisors alike. With a client-centric focus, the firm offers a diverse range of services including investment management, estate planning, retirement consulting, and comprehensive financial planning. Its adaptive multi-custodial approach enables Meridian to cater to a diverse range of clients, including high-net-worth families, institutional investors, and nonprofit organizations, across nine offices in six U.S. states.
Meridian’s growth since its inception has been remarkable. Over the past few years, the firm has seen its assets under management more than double, skyrocketing from $1.8 billion in 2022 to over $4.2 billion by mid-2025. This impressive expansion is complemented by the addition of more than 20 new advisors and the opening of six new offices. Key to this growth has been Meridian’s dedication to cultivating a vibrant culture and upholding advisor independence, which sets it apart in a competitive market. Recognized as one of Forbes’ Top RIA Firms in both 2023 and 2024, Meridian is deeply committed to delivering personalized, fiduciary-driven advice through a relationship-first approach.
The newly formed partnership with Merchant is poised to enhance Meridian’s capabilities further. By providing strategic resources and flexible capital, Merchant will enable Meridian to continue scaling its operations while upholding its foundational values, which are centered on exceptional client service. Moreover, access to Merchant’s expansive ecosystem of independent firms and essential service providers will open new avenues for growth and innovation.
This strategic alliance marks a significant milestone not only for Meridian Wealth Management but also for the broader financial services industry, as it underscores the importance of partnerships that prioritize client-centric approaches and advisor autonomy. As both firms move forward, clients can expect enhanced services and a steadfast commitment to excellence in financial advisory support.
KEY QUOTES:
“Our partnership with Meridian reflects Merchant’s belief in backing firms that combine strategic clarity with a deep sense of purpose. Greg and his team have built an exceptional business—grounded in trust, independence, and true client alignment. We’re excited to support their continued growth, expand their national reach and help bring their vision to more advisors and families across the country.”
Tim Bello, Co-Founder and Managing Partner at Merchant
“We’ve always believed that the best wealth management comes from putting people first—our clients and our advisors. Partnering with Merchant allows us to deepen that commitment while accelerating our national growth. Their long-term mindset and collaborative approach align perfectly with our values and our mission.”
Greg Couch, Founder and CEO of Meridian Wealth Management
