Be advised. This firm is no longer registered.

Polaris Wealth Advisory Group

Polaris Wealth Advisory Group (CRD# 158718) is a financial advisory firm headquartered in San Rafael, CA. They manage $1,508,968,850 in 4,317 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,509
    MILLION
  • Total Number of Accounts
    4,317
    ACCOUNTS
  • Average Account Value
    $349,541
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Polaris Wealth Advisory Group
No Advisor Found.
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