Polaris Financial Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westerville, OH. Its latest Form ADV filing, dated April 8, 2026, reports $226M in regulatory assets under management, 3 employees, and 456 accounts.
Assets Under Management
$226M
Employees
3
Offices
--
Total Clients
145
Primary office
WESTERVILLE, OH
470 OLDE WORTHINGTON ROAD SUITE 450, WESTERVILLE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 51.7% of total clients.
Top client categories% of clientsClients
1
Individuals
51.7%
75
2
HNWI
46.9%
68
3
Pension Plans
0.7%
1
4
Charitable
0.7%
1
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of April 8, 2026
Discretionary100.0%
$226M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$226M
Total Accounts456
10Y AUM Change+$35M (+18.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee48:1
10Y Employee Change-2 (-40.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.