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OpenArc Corporate Advisory, LLC

EST. AUM
$10,094,562,750

CONTACTS
121

CLIENT ACCOUNTS
14,525

Firm Details

Metro area Atlanta
CRD Number 336837
Website openarccorporate.com
Client types

Overview

OpenArc Corporate Advisory is an independent, registered investment advisory firm serving private clients and institutions nationwide. OpenArc was found in September 2025 as a result of massive team managing approximately $129 billion in client assets broke away from Merrill Lynch. The firm is supported by Dynasty & Charles Schwab. The firm provides flexible, personalized financial wellness solutions and integrated guidance spanning institutional consulting (including equity compensation, retirement benefits, employee education, and investment consulting) and private wealth services for families and individuals.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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