Polaris Financial Partners, LLC
● SEC registered since 2025CRD 299258SEC# 801-132733Westerville, OH
Reg. AUM
$226M
Employees
3
Accounts
456
Location
Westerville, OH
Polaris Financial Partners, LLC assets under management
Polaris Financial Partners, LLC operates as an SEC-registered investment adviser based in Westerville, OH. The firm has been registered since 2025. It reports $226 million in regulatory assets under management and employs 3 people.
Polaris Financial Partners, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Robert Thomas Deitrick Control | Ceo, Managing Member | Over 75% | 2003 |
| William Bradford Harrigan | General Counsel & Investment Advisor Representative & Cco | Under 5% | 2009 |
Frequently asked questions
How much does Polaris Financial Partners, LLC manage?
Polaris Financial Partners, LLC reports $226 million in regulatory assets under management on its Form ADV.
How many employees does Polaris Financial Partners, LLC have?
Polaris Financial Partners, LLC reports 3 employees.
Where is Polaris Financial Partners, LLC located?
Polaris Financial Partners, LLC is based in Westerville, OH and has been SEC-registered since 2025.
Does Polaris Financial Partners, LLC disclose fund performance?
Polaris Financial Partners, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 470 Olde Worthington Road Suite 450, Westerville, OH 43082 |
| Phone | 614-901-3400 |
| Fax | 614-901-4030 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 2103435 |
| Discloses disciplinary history | No |
Regulatory AUM
$226M▲ 18%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 71%
Larger than 29% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$226Mregulatory AUM
Discretionary $226M