Advisor Resource Council
Overview
Advisor Resource Council (ARC) is a Dallas-based financial advisory firm supporting independent advisors across the United States. Founded in 2012, ARC has grown into a $3 billion assets under management (AUM) firm with a network of over 80 independent financial advisors. The firm offers a comprehensive platform of resources, including technology solutions, compliance support, and strategic growth initiatives, empowering advisors to focus on client relationships. ARC's 'plug-and-play' model provides advisors with the flexibility to build and scale their practices, supported by services in marketing, compliance, asset management, operations, and succession planning. This advisor-first philosophy ensures that every solution is customized, every voice matters, and every advisor has direct access to the resources and leadership they need to succeed. In 2025, ARC was recognized as a Forbes Top Registered Investment Advisor (RIA) Firm for the third consecutive year, highlighting its commitment to empowering independent advisors and redefining modern independence in the financial services industry. The firm's dedication to providing exceptional resources and collaborated wisdom continues to drive its growth and success in the financial advisory sector.
Investment Focus
- Advisor must be independent and seeking support in building and scaling their practice.
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Frequently asked questions about Advisor Resource Council
What sectors does Advisor Resource Council invest in?
Advisor Resource Council invests in Financial Services, and is based in Dallas, United States. Advisor Resource Council is listed as a other in the ConnectSafely investor database.
What stage does Advisor Resource Council invest at?
Advisor Resource Council backs companies at Seed, Early Stage, Series A, Series B, Growth and Late Stage.
Which regions does Advisor Resource Council invest in?
Advisor Resource Council invests across United States.
Who are the partners at Advisor Resource Council?
Team members listed for Advisor Resource Council include Jean Paul Lagarde (Chief Investment Officer) and Sarah Pais (Chief Officer of Compliance & Operations).
How do I contact Advisor Resource Council?
Advisor Resource Council's contact details — including phone and LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
