6 Meridian
6 Meridian is an independent registered investment advisory firm in Wichita, Kansas, serving high-net-worth individuals, families, and business owners across the United States with wealth management, customized investments, and life-transition planning under the Hightower Advisors platform.
- Company typePrivate
- Founded2016
- HeadquartersWichita, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
What 6 Meridian does
6 Meridian is an independent registered investment advisory firm headquartered in Wichita, Kansas, founded in September 2016 by a team of 13 professionals — including seven advisors — who departed Morgan Stanley with $2.2 billion in client assets. The firm serves high-net-worth individuals, families, and business owners across the United States through four core service lines: Life Transition Planning, Customized Investment Solutions, Family Wealth Preservation, and the proprietary Compass Wealth Planning methodology, with investment execution delivered through Separately Managed Portfolios and a dedicated ETF platform at 6MeridianFunds.com.
The firm operates as a group of investment professionals registered with Hightower Advisors, LLC, an SEC-registered investment adviser, with certain professionals additionally registered through Hightower Securities, LLC (member FINRA/SIPC) for securities offerings. Its technology stack is a multi-custodian platform architecture spanning Pershing, BlueArc Capital (Liccar and UMB), Kayne Capital, CAIS Capital, and the NPT Donor Advised Fund, accessed via the firm's Compass client portal. No proprietary AI/ML capabilities, API products, or mobile applications are disclosed; the technology posture is traditional RIA infrastructure.
6 Meridian monetizes through recurring advisory fees on assets under management, with pricing structured as personalized, quote-based engagements initiated via introductory consultation and supported by annual reviews. Go-to-market is enterprise-field-sales style direct advisory consultation supplemented by content marketing (blog, monthly Viewpoint newsletter, social channels) and Wichita Regional Chamber of Commerce membership for local referral generation. Revenue, current AUM, and detailed financials are not publicly disclosed.
6 Meridian firmographics
Firmographics- Name
- 6 Meridian
- Legal name
- Hightower Advisors, LLC
- Website
- https://6meridian.com
- Company type
- Private
- Founded year
- 2016
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- 6 Meridian is an independent registered investment advisory firm in Wichita, Kansas, serving high-net-worth individuals, families, and business owners across the United States with wealth management, customized investments, and life-transition planning under the Hightower Advisors platform.
- Ownership category
- akta.pro rank
6 Meridian industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where 6 Meridian is headquartered
LocationHeadquarters
- HQ city
- Wichita
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
6 Meridian business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Advisory Fees: Fee-based investment advisory services where the firm manages client assets under a collaborative and customized approach. The firm operates under Hightower Advisors, LLC, an SEC registered investment adviser, with some professionals also registered with Hightower Securities, LLC for securities offerings through the firm.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Consultation-based engagement with customized financial planning |
Go-to-market motion1 record
Distribution channels2 records
Marketing channels4 records
6 Meridian product offering
Product offeringCore offering
6 Meridian is an independent registered investment advisory firm providing fee-based wealth management services to high-net-worth individuals and families across the United States. The firm delivers four integrated service pillars — Life Transition Planning, Customized Investment Solutions, Family Wealth Preservation, and Compass Wealth Planning — supported by Separately Managed Portfolios and proprietary Exchange Traded Funds offered through 6MeridianFunds.com. The firm operates under Hightower Advisors, LLC as an SEC registered investment adviser, with execution and custody routed through multiple third-party custodian platforms.
Product overview
6 Meridian is an independent registered investment advisory firm offering a comprehensive wealth management platform comprised of four core service offerings: Life Transition Planning, Customized Investment Solutions, Family Wealth Preservation, and Compass Wealth Planning. The firm also provides access to Separately Managed Portfolios and Exchange Traded Funds through its dedicated fund platform (6MeridianFunds.com). The services work together as an integrated approach where advisors perform in-depth analysis of client circumstances and financial goals, then devise customized plans that are reviewed annually and adjusted as needed. The firm operates under Hightower Advisors, LLC as an SEC registered investment adviser serving high-net-worth individuals and families across the United States from its Wichita, KS headquarters.
Differentiator
Problem solved
Functional benefit
Brands
- 6 Meridian Funds: Exchange Traded Funds offered through the firm.
- Compass Wealth Planning
Products and services
- Life Transition Planning Financial planning service focused on guiding clients through major life changes such as divorce, death of a loved one, career changes, sudden illness or injury, and other significant transitions, providing both emotional-aware financial guidance and customized planning.
- Customized Investment Solutions Investment advisory service that connects clients' past financial situations to future objectives through personalized investment strategies tailored to individual risk tolerance, time horizon, and goals.
- Family Wealth Preservation Wealth management service focused on guiding the establishment and preservation of family legacy across generations through estate planning, wealth transfer strategies, and multi-generational stewardship guidance.
- Compass Wealth Planning Proprietary dynamic financial planning service that creates a baseline financial roadmap reviewed annually and adjusted as clients' goals and circumstances evolve over time, aligning financial strategies with life transitions.
- Separately Managed Portfolios Professionally managed investment portfolios offering customized asset allocation and active management matched to each client's individual risk tolerance, objectives, and circumstances, delivered through separately managed accounts.
- Exchange Traded Funds (6 Meridian Funds) Proprietary investment vehicles offered through the firm's dedicated fund platform at 6MeridianFunds.com, providing investors access to diversified ETF strategies managed by 6 Meridian.
Quantifiable outcome
- Risk-mitigated returns matched to individual risk tolerance and objectives
Companies that use 6 Meridian
Customer profileNamed customers1 record
Segments3 records
Ideal customer profiles2 records
6 Meridian technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature2 records
6 Meridian partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core, supporting and minor.
- Hightower Advisors, LLCcore6 Meridian operates as a group of investment professionals registered with Hightower Advisors, LLC, an SEC registered investment adviser. Some investment professionals are also registered with Hightower Securities, LLC and offer securities through that entity, member FINRA/SIPC. The firm benefits from the Hightower platform infrastructure while maintaining independence in client relationships.
- PershingcoreCustodian and account servicing platform providing client account administration, reporting, and portfolio management tools accessible through investor.pershing.com
- BlueArc CapitalsupportingInvestment management platform partner offering separately managed account solutions through Liccar and UMB custodian relationships
- Kayne CapitalsupportingAlternative investment platform providing access to Kayne Capital's investment strategies and fund administration services
- CAIS CapitalsupportingAlternative investment platform offering access to curated alternative investment products and managed accounts
- Wichita Regional Chamber of CommerceminorActive member of the local Wichita business community, demonstrating commitment to the regional business ecosystem and local networking opportunities
Scale indicators2 records
Recent moves5 records
Expansion highlights4 records
6 Meridian competitors and assessment
Company assessmentDirect peers
- Buckingham Strategic Wealth: Buckingham Strategic Wealth (now part of The Buckingham Family of Financial Services) is an independent, fee-only RIA serving HNW clients with comprehensive financial planning and evidence-based investment management. It is a direct peer to 6 Meridian in target market (HNW households), service model (planning-led, fee-only), and core value proposition.
- Sanctuary Wealth: Sanctuary Wealth is an independent wealth management firm built around a partnership model of advisor teams serving HNW clients. It is a direct peer to 6 Meridian in business model (partner-led teams, fee-based RIA, comprehensive wealth planning) and in the segment of breakaway wirehouse teams building independent platforms.
- Mariner Wealth Advisors: Mariner is a national independent RIA that has scaled through acquiring breakaway advisor teams and now manages tens of billions in AUM. It is a direct peer in business model (independent RIA, fee-based, advisor-led teams) and in the HNW wealth management segment 6 Meridian targets.
- Mercer Advisors: Mercer Advisors is a national RIA that has grown both organically and via acquisition, focused on HNW households with comprehensive wealth management, estate planning, and tax services. It is a direct competitor to 6 Meridian in the HNW segment and represents the type of scaled consolidator 6 Meridian could either compete with or be acquired by.
- Creative Planning: Creative Planning is a large independent RIA headquartered in Overland Park, KS, serving HNW individuals and families with comprehensive wealth management, estate planning, and tax services. It is a direct geographic and service-line peer to 6 Meridian, also based in the Wichita/Kansas City corridor, with similar focus on financial planning-led advisory.
- Carson Group: Carson Group is an independent wealth management firm offering financial planning, investment management, and advisor coaching/support to financial professionals. It is comparable to 6 Meridian as an independent, planning-led RIA serving HNW clients, and offers a similar breakaway-advisor-friendly affiliation model.
Broad incumbents
- Edelman Financial Engines: Edelman Financial Engines is one of the largest US independent RIAs, serving HNW and mass-affluent clients with fee-only wealth management and financial planning. It is a broad incumbent comparable to 6 Meridian in target customer and core service offering, but at substantially greater scale.
- Commonwealth Financial Network: Commonwealth is a large independent broker-dealer and RIA support platform serving independent advisors across the US. While its business model leans more toward advisor support and broker-dealer services than pure RIA, it is comparable as the type of scaled platform that supports breakaway/advisor-led firms similar to 6 Meridian.
- Hightower Advisors: Hightower Advisors is the SEC-registered parent platform under which 6 Meridian operates and is itself a large RIA with affiliated advisor teams across the US. It is a broad incumbent in the same space; while 6 Meridian is an affiliate (not a direct competitor), Hightower sets the platform economics, compliance, and strategic context for 6 Meridian's operations.
- Focus Financial Partners: Focus Financial Partners is a partnership of independent RIAs and wealth management firms. Although now taken private, it represents the broader RIA roll-up/consolidator model and is comparable to the Hightower-type parent structure under which 6 Meridian operates. Provides benchmark on how large RIA affiliate networks are valued.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
6 Meridian social profiles
Digital presence6 Meridian compliance and trust
Trust signalCompliance2 records
6 Meridian financial estimates
Financial estimateRevenue estimate
Valuation estimate
6 Meridian leadership team
Management profileNumber of profiles
Profiles5 records
6 Meridian funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
6 Meridian M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about 6 Meridian
What does 6 Meridian do?
6 Meridian is an independent registered investment advisory firm providing fee-based wealth management services to high-net-worth individuals and families across the United States. The firm delivers four integrated service pillars — Life Transition Planning, Customized Investment Solutions, Family Wealth Preservation, and Compass Wealth Planning — supported by Separately Managed Portfolios and proprietary Exchange Traded Funds offered through 6MeridianFunds.com. The firm operates under Hightower Advisors, LLC as an SEC registered investment adviser, with execution and custody routed through multiple third-party custodian platforms.
Is 6 Meridian a public or private company?
6 Meridian is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was 6 Meridian founded?
6 Meridian was founded in 2016. It employs 11 to 50 people.
Where is 6 Meridian based?
6 Meridian is headquartered in Wichita, United States, in the North America region.
How does 6 Meridian make money?
One revenue line is on record: advisory Fees.
Who are 6 Meridian's main competitors?
Direct peers on record are Buckingham Strategic Wealth, Sanctuary Wealth, Mariner Wealth Advisors, Mercer Advisors, Creative Planning and Carson Group. Broad incumbents are Edelman Financial Engines, Commonwealth Financial Network, Hightower Advisors and Focus Financial Partners.
Does 6 Meridian have an API?
No public API is recorded for 6 Meridian.
What industry is 6 Meridian in?
6 Meridian's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.