ABOUT ARC

A group of people are posing for a picture in front of a staircase.

Since ARC’s inception in 2012, we have experienced consistent, controlled growth while maintaining our strategic focus on providing independent advisors with the resources necessary to maintain and scale their businesses.


ARC has been recognized as one of America's Top RIA Firm by Forbes in 2024 (2023), one of the Financial Times Top 300 RIA Firms in 2018, and LPL Financial Executive Council members for seven consecutive years, 2014-2021. We were recognized as LPL Financial Chairman’s Council members in 2013 and ARC leaders Jean Paul Lagarde, 2019-2021 and Tyson Vanlandingham, 2018, 2019, 2021, have been recognized as Money Makers by New Orleans City Business.


ARC is focused on providing independent advisors with the flexibility and freedom to build and manage their own business while leveraging our support systems to achieve their full potential.


ARC provides a complete technology and operations platform, as well as support from a community of like-minded advisors, and the resources of invaluable affiliated businesses all designed to empower each partner firm.

Our Three Guiding Principles for Success

 

Collaborated Wisdom. Exceptional Resources. Inspired Advisors

OUR CORE VALUES

A black and white drawing of a graduation cap on a white background.

ADVOCACY

The advisor is a fiduciary for their clients. As a firm, it is our responsibility to advocate for the advisor and provide the resources and structure for advisors to meet their fiduciary standard.

A black and white drawing of an open book on a white background.

TRANSPARENCY

If you ask a question, you can expect a direct answer. Our hope is always to find solutions for you and your clients, but in the even that we cannot you can expect a clear concise reason why.

A black and white drawing of two hands shaking each other.

INDEPENDENCE

We want to work with other like-minded business owners. Six of our seven board members continue to manage client assets.

A black and white drawing of a light bulb on a white background.

COLLABORATION

We’re a robust network complete with compliance, operations, asset management, financial planning, tax planning, and retirement plan specialists. If you need a resource, we either have one in the network or can make an introduction.

A black and white drawing of a graduation cap on a white background.

ADVOCACY

The advisor is a fiduciary for their clients. As a firm, it is our responsibility to advocate for the advisor and provide the resources and structure for advisors to meet their fiduciary standard.

A black and white drawing of two hands shaking each other.

INDEPENDENCE
We want to work with other like-minded business owners. Six of our seven board members continue to manage client assets.

A black and white drawing of an open book on a white background.

TRANSPARENCY

If you ask a question, you can expect a direct answer. Our hope is always to find solutions for you and your clients, but in the even that we cannot you can expect a clear concise reason why.

A black and white drawing of a light bulb on a white background.

COLLABORATION
We’re a robust network complete with compliance, operations, asset management, financial planning, tax planning, and retirement plan specialists. If you need a resource, we either have one in the network or can make an introduction.

OUR CORE VALUES

A black and white drawing of a graduation cap on a white background.

ADVOCACY

The advisor is a fiduciary for their clients. As a firm, it is our responsibility to advocate for the advisor and provide the resources and structure for advisors to meet their fiduciary standard.

A black and white drawing of an open book on a white background.

TRANSPARENCY

If you ask a question, you can expect a direct answer. Our hope is always to find solutions for you and your clients, but in the even that we cannot you can expect a clear concise reason why.

A black and white drawing of two hands shaking each other.

INDEPENDENCE

We want to work with other like-minded business owners. Six of our seven board members continue to manage client assets.

A black and white drawing of a light bulb on a white background.

COLLABORATION

We’re a robust network complete with compliance, operations, asset management, financial planning, tax planning, and retirement plan specialists. If you need a resource, we either have one in the network or can make an introduction.

DO WHAT YOU DO BEST

  • Act as a true fiduciary
  • No sales quotas
  • Give advice on your terms

YOU'RE IN CHARGE

  • Choose between hybrid or RIA only affiliation options
  • Plan provider agnostic
  • Create your own or join an existing branch

THE ARC ADVANTAGE

  • Receive the tools to succeed
  • Consultants to help you make the best decisions
  • More free time to focus on what you do best

THE ARC DIFFERENCE

ARC was founded by a team of financial services industry veterans to foster a collaborative network that provides exceptional resources to independent financial advisors looking to define their own success. To this day 3 out of 4 ARC Partners continue to manage a book of business.

 

So, when we say we empower our advisors by providing exceptional resources, we have hands on knowledge of what works and what doesn’t. Our sole purpose is to empower our advisors to achieve their full potential.

 

It is not by accident that we work with some of the financial services industry’s most reputable custodians. This allows our advisors to choose their preferred partner or partners, be it Charles Schwab or LPL Financial.

 

Our innovative platform of comprehensive solutions and services provides our advisors the freedom to concentrate on growing your business.