A complete list of active advisors currently associated with Arc Advisers LLC

Warmer can help you find a great advisor at Arc Advisers LLC or one who fits your needs even better.

Arc Advisers LLC is a fee-only registered investment adviser that provides portfolio management through recommended third‑party sub-advisors, as well as project-based and ongoing comprehensive financial planning for individuals, trusts, retirement accounts, charitable organizations, and small businesses. The firm integrates tax and estate‑planning coordination into its planning work and offers tailored ongoing wealth-management engagements for higher‑net‑worth families and entities. The firm emphasizes sustainable, responsible, and impact (SRI/ESG) investing and builds strategic asset allocations and an Investment Policy Statement with each client before recommending a sub‑advisor. Investment management is generally implemented on a discretionary basis by the selected sub‑advisor; the firm conducts due diligence and ongoing monitoring of sub‑advisor holdings, strategies, performance, compliance, and business continuity. Compared with many single‑advisor independent firms, Arc Advisers manages a relatively large asset base—approximately $105 million in discretionary client assets for about 90 clients as of January 2026—while remaining a solo practitioner. It primarily implements its SRI focus through outsourced sub‑advisors, negotiates fee arrangements with those managers (and discloses steps taken to mitigate related conflicts), and in some cases assists high‑net‑worth clients with assessments of real estate or other private transactions.

To learn more about the advisors currently working at Arc Advisers LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.