Meridian Blog

Meridian Financial Partners is proud to announce that Sarah Yakel, Founding Partner, has been recognized by InvestmentNews as one of the 2025 $100M Club Top Female Advisors.

This inaugural list celebrates female advisors nationwide who demonstrate excellence in wealth management, managing over $100 million in assets under management (AUM) while delivering exceptional client service and leadership. The InvestmentNews Intelligence Unit, in collaboration with independent industry experts, conducted a rigorous analysis to identify advisors who combine scale, professionalism, and impact.

“Sarah Yakel has demonstrated success and a level of excellence that places her amongst the elite,” said Chris Sweeney, Managing Editor for Special Reports at InvestmentNews.

Yakel brings more than 25 years of experience in investments and trusts, guiding clients toward financial clarity and peace of mind. Respected for her calm, analytical approach and practical financial planning, she co-founded Meridian Financial Partners in 2015 to provide independent, fee-only fiduciary advice. Sarah’s work is grounded in helping clients balance their financial stability with living meaningful and fulfilling lives.

“This recognition is especially meaningful because it reflects the trust my clients place in me and the support of the incredible team we’ve built at Meridian,” Yakel said. “It reinforces my belief that financial planning is not just about assets—it’s about helping people feel secure and confident in every stage of life.”

The $100M Club Top Female Advisors award is a testament to Yakel’s professionalism, commitment to clients, and leadership within the wealth management industry.

Disclosure: InvestmentNews inaugural 2025 $100M Club Top Female Advisors list highlights female advisors nationwide who demonstrate excellence in wealth management, managing over $100 million in assets under management (AUM) while delivering exceptional client service and leadership. The InvestmentNews Intelligence Unit, in collaboration with independent industry experts, conducted a rigorous analysis to identify advisors who combine scale, professionalism, and impact, and covers the period of 01/01/2024-12/31/2024. Neither Meridian Financial Partners nor its financial advisors paid a fee to InvestmentNews to obtain or use the ranking. All information on nominees had to be verified by their compliance team before it could be accepted.