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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.49
Polaris Financial Partners logo

Polaris Financial Partners

Westerville, OH · Firm website

107%AUM growth, 2024 to 2026
$226MAUM in the 2026 filing
24%client growth
3people at the firm

AUM by filing

$76M2023
$109M2024
$192M2025
$226M2026

Clients by filing

1142023
1172024
1132025
1452026

Key people

  • Robert DeitrickCEO and Managing PartnerOwner · 7 years at the firm
    in
  • William Harrigan
    William HarriganGeneral CounselOwner · 2 years at the firm

Against the list

  • MeasureThis firmList median
  • AUM growth107%104%
  • Client growth24%43%
  • People37
  • AUM per person$75.3M$49.7M

Rank by measure

  • Official rankNo. 49107%
  • Client growthNo. 7724%
  • AUM added per personNo. 28$38.9M
  • AUM per personNo. 30$75.3M
← No. 48 Colton Groome Financial AdvisorsNo. 50 Martin Wealth Solutions →
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Polaris Financial Partners: No. 49 on The Lean 100 (2026) — Private Wealth Daily