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POLARIS INVESTMENT ADVISORS, LLC

FRAMINGHAM, MA · CRD 324093 · IAPD ↗ · polarisadv.com · (508) 481-2299

$217.1MRegulatory AUM
2Advisory reps
4Employees
9Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
March 2025 — POLARIS INVESTMENT ADVISORS, LLC reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
65
March 2025 — POLARIS INVESTMENT ADVISORS, LLC now reports custody of client assets ($14.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
50
March 2024 — POLARIS INVESTMENT ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.