POLARIS INVESTMENT ADVISORS, LLC

CRD 324093File 801-127125

APPROVED

Retail clients

Custody

Filing as of Jan 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$217.1M

Below cohort median (national)

Discretionary AUM

$214.9M

Non-discretionary $2.1M

Clients

138

295 accounts

Employees

Bottom 25% of cohort in MA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: BRO
Registration date: Jan 3, 2023
Principal office: 615 CONCORD STREET, SUITE 5, FRAMINGHAM, MA, 01702
Phone: (508) 481-2299
Website: https://polarisadv.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $217.1M
Discretionary AUM: $214.9M
Non-discretionary AUM: $2.1M
Discretionary accounts: 294
Non-discretionary accounts: 1
Total accounts: 295
AUM per client: $1.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$36.9M
Charitable organizations	Fewer than 5	$1.7M
High net worth individuals	49	$136.0M
Pension and profit sharing plans	Fewer than 5	$2.1M
Individuals (other than high net worth individuals)	89	$40.3M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.