# POLARIS FINANCIAL PARTNERS, LLC

POLARIS FINANCIAL PARTNERS, LLC of WESTERVILLE, OH is an SEC-registered investment adviser.

## Registration

- CRD: 299258
- Type: SEC-registered investment adviser
- SEC file number: 801-132733
- Location: 470 OLDE WORTHINGTON ROAD SUITE 450, WESTERVILLE, OH, 43082
- Phone: 614-901-3400
- Latest filing: 2026-04-08
- Regulatory AUM: $226.0M
- Discretionary AUM: $226.0M
- Clients: 3
- Accounts: 456

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Robert Thomas Deitrick | CEO, MANAGING MEMBER | — |
| William Bradford Harrigan | GENERAL COUNSEL & INVESTMENT ADVISOR REPRESENTATIVE & CCO | — |
| Justin Drake | CHIEF MARKETING OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/299258/brochure
- Similar advisers: https://search.stillhousedata.com/firm/299258/similar
- Related entities: https://search.stillhousedata.com/firm/299258/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/299258

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.