Empowering Independent Financial Advisors to define their success through exceptional resources, collaborated wisdom, and flexible business models.
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Criteria for this ranking can be found HERE.
The ultimate support system for advisors, designed by advisors. We are committed to empowering entrepreneurial-spirited, independent financial advisors to thrive in their careers. At ARC, we provide you with the tools and resources to streamline your daily tasks and grow your business, so you can focus on being a trusted fiduciary for your clients.
Advisor Resource Council (ARC) was created by a group of industry thought leaders looking to provide valuable resources to independent advisors to enable them to do what they do best. Since our inception in 2012, we've grown to a network of 80+ elite advisors with over $3BN of Assets Under Advisement (AUA).
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Advisor Resource Council
ARC offers resources typically reserved for large firms while still being able to maintain a tight-knit company culture. Advisors receive direct contact support at every step, resulting in quick turnarounds to act swiftly with clients. Our multi-state network of collaboration also allows for strategy flexibility.
At ARC, we equip every advisor with the resources needed to manage your growing business.
Our full-service asset management capabilities empower you to scale your practice by focusing on your clients' needs.
You can strategize your business's future with our in-house succession planning consultants while leveraging their real world experiences about buying and selling practices.
Our dedicated marketing team can provide you with professional resources & tools to grow your business.
We take all of the necessary payroll, filings, and compliance work off of you so that you can focus on your book.
You can efficiently manage your business with the latest industry technology for both you and your clients.
Our experienced team handles time-consuming tasks - paperwork, compliance, and operations behind the scenes so you can focus on client relationships.
Advisors looking to own their own firm, tired of arbitrary decisions like reductions in payouts, product quotas, and revenue elimination and seek the benefits an RIA provides their clients, like fiduciary status and the ability to focus on their clients, choose ARC.
Advisors requiring access to a range of software and technological programs for trading, billing, account maintenance, and compliance allowing them to take care of customer relationships, financial planning, and management systems, choose ARC.
Advisors looking to attract new clients and gain trust by affiliating with a meaningful and professional brand identity. Having access to ARC’s corporate brand and its marketing strategies featuring an experienced marketing team, our advisors enjoy turnkey marketing campaigns, including: websites, social media tools, seminars, PR strategies, and digital marketing. Along with these, communication for client acquisition, education, and client retention is also offered and another reason advisors choose ARC.
Succession planning provides stability for you and your family by ensuring your practice continues through death, disability, or retirement. However, many advisors fuel their business growth by buying other advisors’ practices. At ARC, our in-house succession planning consultants take the time to learn what your ideal transaction is. We utilize our first-hand experiences to provide solutions that yield the optimal outcome for you, your family, and your clients. Another reason advisors choose ARC.
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15110 Dallas Pkwy #500
Dallas, TX 75248
(972) 421-1360
info@thearcfirm.com
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