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OpenArc Corporate Advisory

ATLANTA, GA

CRD: 336837

In network coverage since September 30, 2026 · 16+ stories

$10.1BRegulatory AUMSEC Form ADV · Oct 17

146EmployeesForm ADV

2Deals on our tracker

Regulatory AUM · Aug 16 – Oct 17

Deal recordFull tracker →

Aug 13, 26Deal announced — coverage

Aug 11, 26Deal announced — coverage

Network coverage

Data

LPL leads 30-day advisor activity; Kestra Private Wealth Services is third with 71

The 12 firms in the table account for 779 tracked events, and The Retirement Planning Group ties Raymond James Financial Services at 64.

Data · Oct 15Advisor moves outnumber breakaways about 17 to 1 in our 30-day count

Data · Oct 14UBS logs 91 events in past 30 days; LPL second with 83

book · Oct 14NIL pay comes as 1099 income with nothing withheld, Dynasty's LaPorta says

practice · Oct 13OpenArc and SageSpring build in-house advisor training programs

Data · Oct 12Advisor moves outnumber breakaways 38 to 1 over the past 30 days

Moves · Oct 12UBS leads 30-day advisor departures; Cetera Planning Partners leads arrivals

Data · Oct 10UBS tops 30-day advisor activity; 1,838 moves and 35 breakaways logged

Data · Oct 8XYPN's registration pipeline rises 83% to 110 firms

Data · Oct 7Advisor moves outpace breakaways 59 to 1 in 30-day tracking

The Close · Oct 4Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals

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

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