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Sunday, August 23, 2026The Morning Brief →Sign in
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OpenArc Corporate Advisory

ATLANTA, GA
CRD: 336837
In PWD coverage since August 14, 2026 · 7 stories
$10.1BRegulatory AUMSEC Form ADV · Aug 21
146EmployeesForm ADV
2Deals on our tracker
-18Talent net · 12 months11 in · 29 out
Regulatory AUM · Aug 15 – Aug 21
Talent flow · 12 monthsOn the wire →
Net -18 · 11 arrivals · 29 departures
Arrivals
Advisor
Aug 22
Advisor
Aug 22
Advisor
Aug 22
Advisor
Aug 20
Advisor
Aug 20
Advisor
Aug 20 · from OpenArc Corporate Advisory
Departures
Advisor
Aug 22 · destination pending
Advisor
Aug 22 · destination pending
Advisor
Aug 22 · destination pending
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Aug 22 · destination pending
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Aug 22 · destination pending
Advisor
Aug 21 · destination pending
Deal recordFull tracker →
Aug 13, 26Deal announced — coverage
Aug 11, 26Deal announced — coverage
PWD coverage
Data

The benefits channel is the new recruiting battleground

OpenArc and OneDigital logged 149 events in 30 days, clearing UBS's 120, as the advisor talent war pivots from wirehouse breakaways to benefits and retirement books.
Data · Aug 21Recruiting overtakes dealmaking in 30-day RIA tracking
advisers · Aug 18OpenArc adds recordkeeper search to its fiduciary platform
advisers · Aug 18OpenArc moves into recordkeeper searches as an independent fiduciary
advisers · Aug 18OpenArc launches independent provider search for plan sponsors
Family Office · Aug 14Cerulli: 89% of firms cite family meetings as key best practice
M&A · Aug 14Mesirow Buys flexPATH's 3(38) Business in Retirement Push
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