Advisor Resource Council

RIASEC Registered

Total AUM

$3.5B

Discretionary

$3.4B

97% of AUM

Avg account

$295K

Accounts

11,836

Employees

119

Advisory reps

Firm details

Headquarters: Dallas, Texas
CRD number: 164109
Registered since: June 1, 2012
Website: www.advisorresourcecouncil.com
Custodians: LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI53.82%
Individuals42%
Pension & Profit Sharing Plans3.27%
Charitable Organizations0.5%
Corporations / Businesses0.41%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Advisor Resource Council is an independent, owner-operated RIA that has been registered with the SEC since 2012. The firm serves individual, family and institutional clients and combines financial planning, portfolio management for individuals and small businesses, pension consulting-style services and the selection of third‑party advisers. It operates as a capital allocator, maintains an insurance brokerage function, and lists professional affiliations with accountants, law firms and insurance companies. Fee arrangements include asset-based fees, hourly billing and fixed-fee engagements. Forbes recognized the firm on its RIA lists in both 2023 and 2024.