Tulsa, OK S. Sheridan Rd. Office

Advisor Resource Council is an SEC-registered adviser that works with individuals (including high net worth clients), retirement plans, charitable organizations, and business entities, providing asset management, financial planning and consulting, retirement plan consulting, and referrals to third‑party money managers and wrap-fee programs. Services are delivered through a network of investment adviser representatives who may provide discretionary or nondiscretionary portfolio management and who also produce written financial plans or consultations as requested.

The firm’s investment process blends artificial intelligence tools with traditional fundamental analysis to construct a suite of model and separately managed account strategies under its AIQ platform (Advanced, Focused, Essentials, and Foundations), and it offers custom solutions including option-based strategies (e.g., spreads and box spreads) for eligible clients. Advisors also use third‑party platforms and sponsored programs (including several LPL advisory programs and Direct‑at‑Fund American Funds solutions) to match account size and client objectives to appropriate investment vehicles.

Compared with many multi‑team peers, ARC discloses a notable level of non‑investment affiliations: the firm owns a majority interest in ARC Insurance Ventures (a life and health insurance agency that also provides merchant services) and a 50% interest in ARC Insurance Consultants, and many IARs are licensed insurance agents who may sell insurance products for separate compensation. The brochure also describes arrangements by which some IARs coordinate estate‑planning document preparation with independent attorneys or law firms (and, in certain circumstances, the firm may subsidize those legal fees), which the firm says is handled through independent engagements rather than in‑house legal services.