SourcingSourcing

POLARIS FINANCIAL PARTNERS, LLC

A65
CRD 299258·SEC 801-132733·WESTERVILLE, OH
AUM
$226.0M
$100M-$500M
Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$678K
@ 30% margin
Est. Deal Value
$5.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
POLARIS FINANCIAL PARTNERS, LLC
CRD
299258
SEC file #
801-132733
EIN
—
DBA names
—

Economics

AUM
$226.0M
AUM band
$100M-$500M
AUM trajectory
'25'26
$191.5M → $226.0M▲ +18%
Client mix
Individuals Other75
Individuals High Net Worth68
Pension Profit Sharing Plans1
Charitable Organizations1

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
3 advisors → 3 advisors▬ 0%
Primary office
WESTERVILLE OH
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
04/08/2026
ADV-W filed at
—
Website
polarisfinancial.net

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DEITRICK, ROBERT, THOMAS
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
DEITRICK, ROBERT, THOMAS
HARRIGAN, WILLIAM, BRADFORD
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
POLARISFINANCIAL.NET
Rdap Domain Creation Date
2014-08-04T20:00:59Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4827
Soi Zip Pct 200k Plus
0.2033
Soi Zip Returns 200k Plus
3,290
Soi Zip Total AGI
2,454,418
Fdic Zip Total Deposits
11,802,870,000
Fdic Zip Branch Count
169
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Firstar Bank, National AssociationWesterville, OH
Firstar Bank, National AssociationWesterville, OH
Fdic Zip HHI
1400.08
Fdic Zip Top Bank Share Pct
28.85
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-08-04T20:00:59Z
Rdap Domain Last Changed
2024-08-05T18:00:50Z
Rdap Nameservers
Ns17.domaincontrol.comNs18.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI33,420
Returns3,120
Stub 2
AGI70,062
Returns1,890
Stub 3
AGI107,850
Returns1,730
Soi Zip Total Business Income
81,753
Soi Zip Total Cap Gains
190,536
Soi Zip Total Dividends
62,459
Soi Zip Total Returns
16,180
Top Owner CRD
1158292
Trust Company Affiliate
No

People (2)

2
DEITRICK, ROBERT, THOMAS
IAR · Direct Owner · 87.5%
1158292
HARRIGAN, WILLIAM, BRADFORD
IAR · Executive Officer · 2.5%
7655589