POLARIS INVESTMENT ADVISORS, LLC
CRD #324093 SEC #801-127125 FRAMINGHAM, MA (508) 481-2299
SEC Registered
Total AUM
$178.4M
Discretionary
$176.7M
Employees
3
Clients
1
Accounts
295
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $178.4M | $176.7M | $1.7M | 3 | 10 |
| Apr 2025 | $178.4M | $176.7M | $1.7M | 3 | 10 |
| Feb 2025 | $178.4M | $176.7M | $1.7M | 3 | 10 |
| Feb 2025 | $178.4M | $176.7M | $1.7M | 3 | 10 |
| Feb 2024 | $171.5M | $167.4M | $4.1M | 3 | 15 |
| Dec 2023 | $156.1M | $152.7M | $3.4M | 4 | 7 |
| May 2023 | $156.1M | $152.7M | $3.4M | 4 | 7 |
| Feb 2023 | $0 | $0 | $0 | 4 | 0 |
| Jan 2023 | $0 | $0 | $0 | 4 | 0 |
| Dec 2022 | $0 | $0 | $0 | 4 | 0 |
DateNov 2025
Total AUM$178.4M
Discretionary$176.7M
Non-Disc.$1.7M
Employees3
Clients10
DateApr 2025
Total AUM$178.4M
Discretionary$176.7M
Non-Disc.$1.7M
Employees3
Clients10
DateFeb 2025
Total AUM$178.4M
Discretionary$176.7M
Non-Disc.$1.7M
Employees3
Clients10
DateFeb 2025
Total AUM$178.4M
Discretionary$176.7M
Non-Disc.$1.7M
Employees3
Clients10
DateFeb 2024
Total AUM$171.5M
Discretionary$167.4M
Non-Disc.$4.1M
Employees3
Clients15
DateDec 2023
Total AUM$156.1M
Discretionary$152.7M
Non-Disc.$3.4M
Employees4
Clients7
DateMay 2023
Total AUM$156.1M
Discretionary$152.7M
Non-Disc.$3.4M
Employees4
Clients7
DateFeb 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateJan 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0
DateDec 2022
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees4
Clients0