6 Meridian is an independent registered investment advisor (RIA) firm providing comprehensive wealth management and financial planning services. They cater to high-net-worth individuals, families, and institutions, focusing on personalized strategies, fiduciary responsibility, and a client-centric approach to help achieve long-term financial goals. Their services typically include investment management, retirement planning, estate planning, risk management, and philanthropic giving strategies.
The Peoria headquarters houses the core team of financial advisors, investment analysts, client service professionals, and administrative staff. It's the primary center for developing investment strategies, conducting financial planning, and managing client relationships.
The office is likely situated in a professional office building, designed to offer a secure and confidential environment for client meetings and financial discussions. Features would include private consultation rooms and modern technological infrastructure.
The work culture at 6 Meridian likely emphasizes professionalism, integrity, collaboration, and a strong client-first philosophy. Continuous learning and staying abreast of market trends and financial regulations would be key aspects.
As the firm's primary location, the Peoria headquarters is crucial for maintaining operational consistency, fostering team collaboration, and serving its foundational client base in Central Illinois and beyond.
While 6 Meridian's physical offices are located within the United States (Illinois and Florida), they offer wealth management services that can encompass global investment strategies and support for clients with international assets or financial interests. Their primary service focus remains on US-based clients, but they can coordinate with international partners or utilize global investment vehicles as part of a diversified portfolio.
1201 West Lake Avenue, Suite 210
Peoria
IL
USA
Address: One South Wacker Drive, Suite 2940, Chicago, IL 60606
To provide localized access to 6 Meridian's expertise for the large and diverse client base in the Chicagoland area, leveraging the city's economic strength and concentration of wealth.
Address: 5150 Tamiami Trail N, Suite 402, Naples, FL 34103
To serve the growing population of high-net-worth individuals and families in the Naples area, offering specialized advice for retirement, estate planning, and investment management in a key Florida market.
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As of April 2025, 6 Meridian' leadership includes:
6 Meridian has been backed by several prominent investors over the years, including:
Based on publicly available information, there have been no major C-suite executive hires or departures publicly announced for 6 Meridian in the last 12 months. The leadership team, primarily composed of partners, appears stable. Recent team growth has focused on advisory and support roles rather than top-level executive changes.
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6 Meridian likely uses a standard professional email format. The most common formats are [first_initial][last]@domain.com or [first].[last]@domain.com. Given the firm's size and nature, a consistent format is expected.
[first_initial][last]@6meridian.com
Format
mrocole@6meridian.com
Example
90%
Success rate
Citybiz • 2023-10-26
6 Meridian, an independent registered investment advisor, announced it has been named to Forbes’ list of America’s Top RIA Firms for 2023. The ranking, developed by SHOOK Research, is based on an algorithm of qualitative data, quantitative criteria, and industry experience....more
AdvisorHub • 2023-09-14
AdvisorHub, a prominent financial services industry publication, has included 6 Meridian in its list of 'RIAs to Watch in 2023'. This recognition highlights firms demonstrating significant growth, innovation, and client service excellence in the registered investment advisor space....more
6 Meridian Website (Press Release) • 2022-07-12
6 Meridian announced that Peter Butler has joined the firm as a Partner. Peter brings extensive experience in wealth management and will contribute to the firm's continued growth and client service capabilities in the Chicago market....more
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