FRAMINGHAM, MACRD 324093Latest ADV January 30, 2026
Polaris Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Framingham, MA. Its latest Form ADV filing, dated January 30, 2026, reports $217M in regulatory assets under management, 4 employees, 1 office, and 295 accounts.
Assets Under Management
$217M
Employees
4
Offices
1 office
Total Clients
138
Primary office
FRAMINGHAM, MA
615 CONCORD STREET, SUITE 5, FRAMINGHAM, MA, United States
Top client segmentIndividuals represent 64.5% of total clients.
Top client categories% of clientsClients
1
Individuals
64.5%
89
2
HNWI
35.5%
49
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$217Mas of January 30, 2026
Discretionary99.0%
$215M
99% of total RAUM99.0%
Non-discretionary1.0%
$2M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$217M
Total Accounts295
10Y AUM Change+$217M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee35:1
10Y Employee Change0 (0.0%)
* 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.