POLARIS WEALTH ADVISORY GROUP, LLC
Legal name: POLARIS WEALTH ADVISORY GROUP
CRD #158718 SEC #801-72654 SAN RAFAEL, CA 415-263-5600
SEC Registered
Total AUM
$1.5B
Discretionary
$1.5B
Employees
36
Clients
--
Accounts
4,317
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2023 | $1.5B | $1.5B | $0 | 36 | 0 |
| Mar 2023 | $1.5B | $1.5B | $0 | 36 | 0 |
| Feb 2023 | $2B | $1.9B | $87.7M | 22 | 0 |
| Feb 2023 | $2B | $1.9B | $87.7M | 22 | 0 |
| Nov 2022 | $2B | $1.9B | $87.7M | 22 | 0 |
| Oct 2022 | $2B | $1.9B | $87.7M | 22 | 0 |
| Oct 2022 | $2B | $1.9B | $87.7M | 22 | 0 |
| Oct 2022 | $2B | $1.9B | $87.7M | 22 | 0 |
| Jun 2022 | $2B | $1.9B | $87.7M | 22 | 0 |
| Mar 2022 | $2B | $1.9B | $87.7M | 22 | 0 |
| Feb 2022 | $2B | $1.9B | $87.7M | 22 | 0 |
| Feb 2022 | $2B | $1.9B | $87.7M | 22 | 0 |
| Dec 2021 | $1.8B | $1.8B | $68.7M | 22 | 0 |
| Nov 2021 | $1.8B | $1.8B | $68.7M | 22 | 0 |
| Sep 2021 | $1.8B | $1.8B | $68.7M | 22 | 0 |
| Jun 2021 | $1.8B | $1.8B | $68.7M | 22 | 0 |
| Jun 2021 | $1.8B | $1.8B | $68.7M | 22 | 0 |
| May 2021 | $1.6B | $1.6B | $71.5M | 21 | 0 |
| Mar 2021 | $1.6B | $1.6B | $71.5M | 21 | 0 |
| Mar 2021 | $1.6B | $1.6B | $71.5M | 21 | 0 |
| Feb 2021 | $1.5B | $1.5B | $58.8M | 21 | 0 |
| Dec 2020 | $1.2B | $1.1B | $62.1M | 24 | 0 |
| Sep 2020 | $1.2B | $1.1B | $62.1M | 24 | 0 |
| Aug 2020 | $1.2B | $1.1B | $62.1M | 24 | 0 |
| Aug 2020 | $1.2B | $1.1B | $62.1M | 24 | 0 |
| Aug 2020 | $1.2B | $1.1B | $62.1M | 24 | 0 |
| Jun 2020 | $2B | $1.9B | $78M | 35 | 0 |
| May 2020 | $2B | $1.9B | $78M | 35 | 0 |
| May 2020 | $2B | $1.9B | $78M | 35 | 0 |
| Feb 2020 | $2B | $1.9B | $78M | 35 | 0 |
| Jul 2019 | $1.6B | $1.5B | $67.2M | 34 | 0 |
| May 2019 | $1.6B | $1.5B | $67.2M | 34 | 0 |
| Mar 2019 | $1.6B | $1.5B | $67.2M | 34 | 0 |
| Jan 2019 | $1.5B | $1.4B | $30.6M | 35 | 0 |
| Dec 2018 | $1.5B | $1.4B | $30.6M | 35 | 0 |
| Oct 2018 | $1.5B | $1.4B | $30.6M | 35 | 0 |
| May 2018 | $1.5B | $1.4B | $30.6M | 35 | 0 |
| May 2018 | $1.5B | $1.4B | $30.6M | 35 | 0 |
| Mar 2018 | $1.5B | $1.4B | $30.6M | 35 | 0 |
| Sep 2017 | $1.1B | $1.1B | $27M | 33 | 1,200 |
| Sep 2017 | $1.1B | $1.1B | $27M | 33 | 1,200 |
| May 2017 | $1.1B | $1.1B | $27M | 33 | 1,200 |
| Mar 2017 | $1.1B | $1.1B | $27M | 33 | 1,200 |
| Nov 2016 | $975.5M | $931.4M | $44.2M | 24 | 1,100 |
| May 2016 | $975.5M | $931.4M | $44.2M | 24 | 1,100 |
| Mar 2016 | $975.5M | $931.4M | $44.2M | 24 | 1,100 |
| Nov 2015 | $518.6M | $517.4M | $1.1M | 26 | 500 |
| Oct 2015 | $518.6M | $517.4M | $1.1M | 26 | 500 |
| Oct 2015 | $518.6M | $517.4M | $1.1M | 26 | 500 |
| Oct 2015 | $518.6M | $517.4M | $1.1M | 26 | 500 |
| Oct 2015 | $518.6M | $517.4M | $1.1M | 26 | 500 |
| Mar 2015 | $518.6M | $517.4M | $1.1M | 15 | 500 |
| Dec 2014 | $424.7M | $424.4M | $256K | 14 | 400 |
| Dec 2014 | $424.7M | $424.4M | $256K | 14 | 400 |
| Aug 2014 | $424.7M | $424.4M | $256K | 14 | 400 |
| May 2014 | $424.7M | $424.4M | $256K | 14 | 400 |
| Feb 2014 | $424.7M | $424.4M | $256K | 14 | 400 |
| Feb 2014 | $424.7M | $424.4M | $256K | 14 | 400 |
| Nov 2013 | $15.9M | $15.8M | $115.8K | 10 | 26 |
| Aug 2013 | $15.9M | $15.8M | $115.8K | 10 | 26 |
| Feb 2013 | $15.9M | $15.8M | $115.8K | 10 | 26 |
| Nov 2012 | $0 | $0 | $0 | 1 | 0 |
| Aug 2012 | $0 | $0 | $0 | 1 | 0 |
| Mar 2012 | $0 | $0 | $0 | 1 | 0 |
DateApr 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees36
Clients0
DateMar 2023
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$0
Employees36
Clients0
DateFeb 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.7M
Employees22
Clients0
DateFeb 2023
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.7M
Employees22
Clients0
DateNov 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.7M
Employees22
Clients0
DateOct 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.7M
Employees22
Clients0
DateOct 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.7M
Employees22
Clients0
DateOct 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.7M
Employees22
Clients0
DateJun 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.7M
Employees22
Clients0
DateMar 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.7M
Employees22
Clients0
DateFeb 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.7M
Employees22
Clients0
DateFeb 2022
Total AUM$2B
Discretionary$1.9B
Non-Disc.$87.7M
Employees22
Clients0
DateDec 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$68.7M
Employees22
Clients0
DateNov 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$68.7M
Employees22
Clients0
DateSep 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$68.7M
Employees22
Clients0
DateJun 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$68.7M
Employees22
Clients0
DateJun 2021
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$68.7M
Employees22
Clients0
DateMay 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$71.5M
Employees21
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$71.5M
Employees21
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$71.5M
Employees21
Clients0
DateFeb 2021
Total AUM$1.5B
Discretionary$1.5B
Non-Disc.$58.8M
Employees21
Clients0
DateDec 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$62.1M
Employees24
Clients0
DateSep 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$62.1M
Employees24
Clients0
DateAug 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$62.1M
Employees24
Clients0
DateAug 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$62.1M
Employees24
Clients0
DateAug 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$62.1M
Employees24
Clients0
DateJun 2020
Total AUM$2B
Discretionary$1.9B
Non-Disc.$78M
Employees35
Clients0
DateMay 2020
Total AUM$2B
Discretionary$1.9B
Non-Disc.$78M
Employees35
Clients0
DateMay 2020
Total AUM$2B
Discretionary$1.9B
Non-Disc.$78M
Employees35
Clients0
DateFeb 2020
Total AUM$2B
Discretionary$1.9B
Non-Disc.$78M
Employees35
Clients0
DateJul 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$67.2M
Employees34
Clients0
DateMay 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$67.2M
Employees34
Clients0
DateMar 2019
Total AUM$1.6B
Discretionary$1.5B
Non-Disc.$67.2M
Employees34
Clients0
DateJan 2019
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$30.6M
Employees35
Clients0
DateDec 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$30.6M
Employees35
Clients0
DateOct 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$30.6M
Employees35
Clients0
DateMay 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$30.6M
Employees35
Clients0
DateMay 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$30.6M
Employees35
Clients0
DateMar 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$30.6M
Employees35
Clients0
DateSep 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$27M
Employees33
Clients1,200
DateSep 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$27M
Employees33
Clients1,200
DateMay 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$27M
Employees33
Clients1,200
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$27M
Employees33
Clients1,200
DateNov 2016
Total AUM$975.5M
Discretionary$931.4M
Non-Disc.$44.2M
Employees24
Clients1,100
DateMay 2016
Total AUM$975.5M
Discretionary$931.4M
Non-Disc.$44.2M
Employees24
Clients1,100
DateMar 2016
Total AUM$975.5M
Discretionary$931.4M
Non-Disc.$44.2M
Employees24
Clients1,100
DateNov 2015
Total AUM$518.6M
Discretionary$517.4M
Non-Disc.$1.1M
Employees26
Clients500
DateOct 2015
Total AUM$518.6M
Discretionary$517.4M
Non-Disc.$1.1M
Employees26
Clients500
DateOct 2015
Total AUM$518.6M
Discretionary$517.4M
Non-Disc.$1.1M
Employees26
Clients500
DateOct 2015
Total AUM$518.6M
Discretionary$517.4M
Non-Disc.$1.1M
Employees26
Clients500
DateOct 2015
Total AUM$518.6M
Discretionary$517.4M
Non-Disc.$1.1M
Employees26
Clients500
DateMar 2015
Total AUM$518.6M
Discretionary$517.4M
Non-Disc.$1.1M
Employees15
Clients500
DateDec 2014
Total AUM$424.7M
Discretionary$424.4M
Non-Disc.$256K
Employees14
Clients400
DateDec 2014
Total AUM$424.7M
Discretionary$424.4M
Non-Disc.$256K
Employees14
Clients400
DateAug 2014
Total AUM$424.7M
Discretionary$424.4M
Non-Disc.$256K
Employees14
Clients400
DateMay 2014
Total AUM$424.7M
Discretionary$424.4M
Non-Disc.$256K
Employees14
Clients400
DateFeb 2014
Total AUM$424.7M
Discretionary$424.4M
Non-Disc.$256K
Employees14
Clients400
DateFeb 2014
Total AUM$424.7M
Discretionary$424.4M
Non-Disc.$256K
Employees14
Clients400
DateNov 2013
Total AUM$15.9M
Discretionary$15.8M
Non-Disc.$115.8K
Employees10
Clients26
DateAug 2013
Total AUM$15.9M
Discretionary$15.8M
Non-Disc.$115.8K
Employees10
Clients26
DateFeb 2013
Total AUM$15.9M
Discretionary$15.8M
Non-Disc.$115.8K
Employees10
Clients26
DateNov 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0