{
  "crd_number": 324093,
  "slug": "polaris-investment-advisors-llc-framingham-ma-324093",
  "primary_business_name": "POLARIS INVESTMENT ADVISORS, LLC",
  "legal_name": "POLARIS INVESTMENT ADVISORS, LLC",
  "dbas": [],
  "city": "Framingham",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2023-01-03",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-01-30",
  "carried_forward": false,
  "raum_total": 217051377.0,
  "raum_discretionary": 214908445.0,
  "raum_non_discretionary": 2142932.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1660625.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 40331891.0,
      "count": 89
    },
    "pension_profit_sharing": {
      "raum": 2142932.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 136013302.0,
      "count": 49
    },
    "corporations_other_businesses": {
      "raum": 36902627.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MA",
    "ME",
    "NH",
    "TX"
  ],
  "websites": [
    "https://polarisadv.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324093",
  "city_as_filed": "FRAMINGHAM",
  "url": "https://advisorcensus.com/firm/polaris-investment-advisors-llc-framingham-ma-324093",
  "display_name": "Polaris Investment Advisors, LLC",
  "summary": "Polaris Investment Advisors, LLC is an SEC-registered investment advisory firm in Framingham, MA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.",
  "citation": "AdvisorCensus. Polaris Investment Advisors, LLC (CRD 324093): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Polaris Investment Advisors, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Polaris Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges."
    },
    {
      "q": "Where is Polaris Investment Advisors, LLC located?",
      "a": "Polaris Investment Advisors, LLC's principal office is in Framingham, MA, according to its Form ADV."
    },
    {
      "q": "Is Polaris Investment Advisors, LLC registered with the SEC or a state?",
      "a": "Polaris Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 324093."
    },
    {
      "q": "How much does Polaris Investment Advisors, LLC manage?",
      "a": "Polaris Investment Advisors, LLC reports $217,051,377 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (99% discretionary)."
    },
    {
      "q": "How have Polaris Investment Advisors, LLC's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Polaris Investment Advisors, LLC: Regulatory assets under management: $156,093,974 in the October 2023 data and $217,051,377 in the October 2026 data, up 39%. Total employees: 4 in October 2023 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Polaris Investment Advisors, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (89); high net worth individuals (49)."
    },
    {
      "q": "Which custodians does Polaris Investment Advisors, LLC use?",
      "a": "Polaris Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Polaris Investment Advisors, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/324093"
    },
    {
      "q": "Does Polaris Investment Advisors, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated January 30, 2026 says: \"Polaris generally requires a minimum relationship size of $100,000, which may be waived at the sole discretion of the Advisor.\""
    },
    {
      "q": "What changed in Polaris Investment Advisors, LLC's recent Form ADV filings?",
      "a": "In the February 2026 filing data: Regulatory assets under management went from $178,352,519 to $217,051,377 (+22%)."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 156093974.0,
      "total_employees": 4,
      "filing_date": "2023-05-03"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 171493981.0,
      "total_employees": 3,
      "filing_date": "2024-02-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 178352519.0,
      "total_employees": 3,
      "filing_date": "2025-04-23"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 217051377.0,
      "total_employees": 4,
      "filing_date": "2026-01-30"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $178,352,519 to $217,051,377 (+22%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated January 30, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Polaris generally requires a minimum relationship size of $100,000, which may be waived at the sole discretion of the Advisor."
        ]
      }
    ],
    "quotes": [
      "Polaris generally requires a minimum relationship size of $100,000, which may be waived at the sole discretion of the Advisor."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/polaris-investment-advisors-llc-framingham-ma-324093.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 89,
      "fewer_than_5": false,
      "raum": 40331891.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 49,
      "fewer_than_5": false,
      "raum": 136013302.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 2142932.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1660625.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 36902627.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/324093",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}