Polaris Wealth Advisory Group

Investment Advisor
in Troy, MI

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About this Advisor

Matthew Erickson is a financial advisor operating out of Troy, Michigan with 5 years of relevant experience. Erickson is an employee of Polaris Wealth Advisory Group. Over the course of their career, Erickson has held roles at Regal Investment Advisors, LLC, Legacy Planning & Associates, Inc, Renaissance Capital Management, LLC and Polaris Wealth Advisory Group. Erickson has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is registered to work in Michigan. Polaris Wealth Advisory Group is an advisory firm operating out of San Rafael, CA. The investment advisory business has offices in seven locations and a total of 36 advisors. It oversees $2 billion in total assets among its 4,317 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Of its 4,317 client accounts, 22% are associated with high-net-worth investors who have greater than $1 million in investable assets. Polaris Wealth Advisory Group has a few services, such as financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules depend on which services the firm provides the client. Fee types charged by Polaris Wealth Advisory Group typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

707 E. Maple Suite 101
Troy, MI 48083

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Polaris Wealth Advisory Group Brokerage Details

Total Assets Under Management


MI Average: $7,578,581,321
Total Number of Employees


MI Average: 43
Total Number of Accounts


MI Average: 3,727
Average Account Size


MI Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Matthew Erickson Work History

Matthew has been registered as a financial advisor for 5 years.*

2018 - Present (5 years)

Polaris Wealth Advisory Group

2014 - 2018 (4 years)

Renaissance Capital Management, LLC

2013 - 2016 (3 years)

Legacy Planning & Associates, Inc

2012 - 2013 (1 year)

Regal Investment Advisors, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Matthew Erickson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Polaris Wealth Advisory Group

Nathan Rogers
San Rafael, CA
Spencer Daw
Houston, TX
Matthew Erickson
Troy, MI
Anton Schirmang
Chicago, IL
Ryan Collette
San Rafael, CA
Stephen Lee
Costa Mesa, CA
Jeff Menning
Costa Mesa, CA
Russell Albright
San Rafael, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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