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Wednesday, October 7, 2026The Morning Brief →Sign in
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OpenArc Corporate Advisory

ATLANTA, GA
CRD: 336837
In network coverage since September 14, 2026 · 16+ stories
$10.1BRegulatory AUMSEC Form ADV · Oct 3
146EmployeesForm ADV
2Deals on our tracker
Regulatory AUM · Aug 16 – Oct 3
Deal recordFull tracker →
Aug 13, 26Deal announced — coverage
Aug 11, 26Deal announced — coverage
Network coverage
Data

Advisor moves outpace breakaways 59 to 1 in 30-day tracking

OpenArc Corporate Advisory logged 98 tracked events, ahead of UBS at 95, as advisor moves reached 1,991 in the 30-day window.
The Close · Oct 4Cetera Planning Partners adds advisors from The Retirement Planning Group as recruiting outruns deals
Data · Oct 4RFG Advisory leads wealth management activity as advisor moves nearly triple deal announcements
Data · Oct 4Five retirement-focused firms produce 341 market events, more than triple UBS's 97
Data · Oct 3OpenArc Corporate Advisory tops 30-day tally, ahead of UBS
Data · Oct 3Advisor moves hit 2,555 in 30 days, outpacing 336 fund launches
Data · Sep 30MissionSquare's two arms log 190 advisor moves in one month
Data · Sep 292,543 advisor moves in 30 days outpace the 771 announced deals
Data · Sep 28Broadridge and LPL fill wealth-platform executive seats as three Schwab executives leave
Data · Sep 24Fund launches outnumber new firms four to one, and the industry builds product, not practices
Data · Sep 19Wealth's talent war is a block trade
Data · Sep 17Consolidation is clearing one advisor book at a time
Data · Sep 162,433 advisors changed firms in 30 days. Ten changed custodians.
Data · Sep 15The blank offering line is now the private-markets tell
the_wrap · Sep 15The platform buyers set Monday's advisor price
Data · Sep 14Recruiting's center of gravity has moved downstream
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