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ADVISOR RESOURCE COUNCIL

CRD 164109 · SEC 801-76667

Visit website

15110 DALLAS PARKWAY, SUITE 500, DALLAS, TX, 75248, United States

Phone

(972) 421-1360

Fax

(972) 421-1390

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$3.49B

Discretionary AUM

$3.37B

Team

119 total employees; 70 advisory reps; 13 broker-dealer reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals9565$1.46B
High net worth individuals2134$1.88B
Pension/profit sharing plans72$113.9M
Charitable organizations38$17.4M
Corporations/business entities27$14.4M

States served

AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, KS, KY, LA, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, OH, OK, OR, PA, SC, TN, UT, VA, WI, WY, MO, WA, TX, NH, HI, CT, FL

All web addresses on file

Official SEC filing: View on IAPD