CRD: 164109
Advisor Resource Council
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- Custodian
- Charles Schwab & Company · Interactive Brokers · LPL Financial · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-01-2012
- Office Locations
- 47
Office Locations
About Advisor Resource Council
Advisor Resource Council (ARC) is an advisor-built RIA platform supporting entrepreneurial independent financial advisors with centralized operations and compliance, technology, marketing, succession planning, and full-service asset management so advisors can focus on fiduciary client relationships. ARC emphasizes a tight-knit, multi-state collaborative network with direct, quick-turnaround support, and was named a 2025 Forbes Top RIA Firm.
Reported data analysis
What the numbers show
Between November 24, 2025 and March 31, 2026, reported AUM increased 15.6%, from $3.0B to $3.5B.
Across 5 reported observations, AUM increased 28.5% between December 16, 2022 and March 31, 2026, from $2.7B to $3.5B.
Of the latest reported AUM, 96.5% is discretionary and 3.5% is non-discretionary.
The firm reports 70 advisory representatives and 11,849 clients, or 169.3 clients per representative. That equates to $294.2K in reported AUM per client.
The profile lists 47 reported office locations and 14 years in operation. The source data was last updated on March 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Advisor Resource Council record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS CHAD ATKINS
Managing Member
- CRD
- #2459496
- Ownership
- 25% but less than 50%
BRANDON JOSEPH DAY
Investment Advisor, Managing Member, President
- CRD
- #4715355
- Ownership
- 25% but less than 50%
Showing 2 of 6 owners & executives
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WILLIAM THOMAS ATKINS JR
--
- CRD
- #6440039
James Ault
--
- CRD
- #7893852
Showing 2 of 86 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,365,655,963 | $310,399 |
| Non-Discretionary | $120,820,451 | $121,672 |
| Total | $3,486,476,414 | $294,565 |
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Separately Managed Accounts
SMA allocation detail is available
Advisor Resource Council has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Advisor Resource Council's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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