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OpenArc Corporate Advisory

ATLANTA, GA

CRD: 336837

In PWD coverage since September 11, 2026 · 16+ stories

$10.1BRegulatory AUMSEC Form ADV · Oct 3

146EmployeesForm ADV

2Deals on our tracker

Regulatory AUM · Aug 16 – Oct 3

Deal recordFull tracker →

Aug 13, 26Deal announced — coverage

Aug 11, 26Deal announced — coverage

PWD coverage

The Close

Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals

The Oct. 4 arrivals came as advisor moves across the industry outnumbered announced deals nearly three to one over the prior 30 days.

Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements

Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97

Data · Oct 3OpenArc Corporate Advisory tops 30-day tally, ahead of UBS

Data · Oct 3Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches

Data · Sep 30MissionSquare's two arms log 190 advisor moves in one month

Data · Sep 292,543 advisor moves in 30 days outpace the 771 announced deals

Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave

Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices

Data · Sep 19Wealth's talent war is a block trade

Data · Sep 17Consolidation is clearing one advisor book at a time

Data · Sep 162,433 advisors changed firms in 30 days. Ten changed custodians.

Data · Sep 15The blank offering line is now the private-markets tell

the_wrap · Sep 15The platform buyers set Monday's advisor price

Data · Sep 14Recruiting's center of gravity has moved downstream

Data · Sep 11Tastytrade and MissionSquare just joined the advisor talent war