A complete list of active advisors currently associated with OpenArc Corporate Advisory, LLC

Warmer can help you find a great advisor at OpenArc Corporate Advisory, LLC or one who fits your needs even better.

OpenArc Corporate Advisory provides wealth management, financial planning, and institutional retirement services to individuals, high‑net‑worth clients, pension and retirement plans, trusts, foundations, and nonprofit endowments. The firm reports approximately $10.1 billion in discretionary assets under management (as of March 25, 2026) and delivers discretionary portfolio management as well as retirement plan consulting and fiduciary solutions. Investment advice is grounded in institutional research, manager due diligence, and diversified strategies that include asset allocation, ETFs, alternatives, private funds, direct indexing and digital assets, with both ERISA 3(21) consulting and 3(38) discretionary plan solutions offered. OpenArc routinely uses third‑party managers and platform technology (including Dynasty’s TAMP and Pontera’s order management tools) to implement, monitor, and, in some cases, rebalance held‑away accounts on a discretionary basis. Compared with many peers, the brochure highlights several operational integrations and compensation arrangements that are significant to its model: a recent launch date yet multi‑billion dollar discretionary scale, contractual relationships with Dynasty (including access to its TAMP and financing arrangements), an added custody relationship with Goldman Sachs Custody Solutions, and the use of Pontera for held‑away account implementation (with a disclosed 0.20% payment to Pontera). These platform and referral arrangements are disclosed as potential conflicts of interest the firm says it manages through policies and client disclosures.

To learn more about the advisors currently working at OpenArc Corporate Advisory, 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.