Adviser Investments to Partner with Polaris


June 3, 2022

On April 12, 2022, Adviser Investments, LLC announced its partnership with Polaris Wealth Advisory Group.

Under the terms of the transaction, Adviser Investments, LLC (“Adviser Investments”) and Polaris Wealth Advisory Group (“Polaris”) will combine their businesses to create a national financial planning advisory firm. The management of Adviser Investments and Polaris will own the combined firm in partnership with Summit Partners, a global growth equity investment firm. The transaction, subject to customary closing conditions, is expected to close in the second quarter of 2022. Further terms of the transaction were not disclosed.

Adviser Investments, based in Newton, Massachusetts, is a full-service wealth management firm, offering investment management, financial and tax planning, managed individual bond portfolios, and 401(k) advisory services. Adviser Investments has approximately $7 billion in assets under management.

Polaris, based in San Rafael, California, is a wealth management firm, offering financial planning and proprietary investment management services. Polaris has approximately $2 billion in assets under management.

To read the press release: please click here.

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