Polaris Investment Advisors LLC

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Assets, Funds, Holdings

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Polaris Investment Advisors LLC
CRD #324093
SEC #801-127125
CIK #
AUM $178.4 M (2025-04-23)
Employees 3 (67% Investors, 0% Brokers)
Phone508-481-2299
Address615 Concord Street
Framingham, MA 01702
Source [IAPD] [Website]
Total AUM ($M)
180144108723602011201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 94 40.4
(b) Individuals (high net worth individuals) 46 114.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 1.7
(h) Charitable organizations 0 1.6
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 20.5
(n) Other 0 0.0
Total 295 178.4
By Discretionary
Discretionary 294 176.7
Non-Discretionary 1 1.7
Total 295 178.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 178.4
Total 295 178.4
Comparable Firms State AUM ($B)
RIK Saylor Financial Inc
OH 0.2
TAM Financial Advisors LLC
0.2
Cooksen Wealth LLC
TX 0.2
Parkworth Wealth Management Inc
CA 0.2
D'Arcy Capital Management LLC
CA 0.2
Personal Choice Financial Advisors LLC
OH 0.2
JE Simmons & Co PC
TX 0.2
Lauer Wealth LLC
IN 0.2
Werlinich Asset Management LLC
0.2
Tranquilli Financial Advisor LLC
NJ 0.2
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