Advisor Resource Council
Answer a few questions and
get matched with an advisor.
Learn more about Advisor Resource Council
Overview
Advisor Resource Council is a financial advisor firm based in Dallas, Texas. Advisor Resource Council has $2.3 billion in assets across 11,081 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management (AUM). The firm has a large group, including 125 financial advisors. Advisor Resource Council does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are exchangable financial assets like options, bonds and stocks.
Advisor Resource Council manages more than half of the firm's accounts on a discretionary basis. Discretionary management means that transaction decisions for the client's account are made by an investment advisor without needing to seek the customer's consent. The company also has 206 non-discretionary accounts totaling $51.7 million in AUM. The investment advisory firm oversees about $209,252 in assets for every client account. An average financial advisor at Advisor Resource Council administers around 89 client accounts.
The firm's headquarters is located at 15110 Dallas Parkway, Dallas, Texas 75248. The company is legally allowed to provide services to clients throughout 43 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Advisor Resource Council by the Numbers
$2.3 billion
134
11,081
$209.3 thousand
Products and Services
Advisor Resource Council provides multiple financial services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. In the prior fiscal year, Advisor Resource Council provided financial planning services to 26-50 of its accounts. The company is engaged in selling products or offering services different than investment advisory services to its customers. The firm also has a number of financial industry affiliations, including with an accountant or accounting firm, lawyer or law firm and insurance company or agency.
Core Advisor Services
-
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
-
Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
-
Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
-
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
-
Find a firm that offers this service
Publication of Periodicals
This is the publication of various financial education materials.
-
Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees charged by financial advisors depend on which services are offered. However, fee types charged by the company can include the following fee structures: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Advisor Resource Council manages money for a broad range of customers. It provides services to retail investors, high net worth investors, pension plans, charitable organizations, corporations and other. Out of its 11,081 customers, Advisor Resource Council's biggest client is retail investors, although it also manages money for 1,956 high-net-worth individuals. The SEC defines a high-net-worth individual as an investor who has at least $750,000 in AUM or a net worth of more than $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 28.83%
- Other Individuals - 67.35%
- Corporations - 3.32%
- Charitable Organizations - 0.5%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Disclosures
Advisor Resource Council does not have any disclosures.
Please visit its Form ADV for more details.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
Financial Advisors at Advisor Resource Council
Dallas, TX
Oxford, MS
Dallas, TX
Dallas, TX
Dallas, TX
Dallas, TX
Metairie, LA
Southlake, TX
Dallas, TX
Not sure which advisor is right for you? Use our matching tool
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Click here to find your advisor matches today
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.