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Wednesday, August 19, 2026The Morning Brief →Sign in
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OpenArc Corporate Advisory

ATLANTA, GA
CRD: 336837
In PWD coverage since August 14, 2026 · 5 stories
$10.1BRegulatory AUMSEC Form ADV · Aug 15
146EmployeesForm ADV
2Deals on our tracker
-6Talent net · 12 months1 in · 7 out
Talent flow · 12 monthsOn the wire →
Net -6 · 1 arrivals · 7 departures
Arrivals
Global Corporate and Institutional Advisory Services (GCIAS) team
Aug 14 · from Merrill Lynch
Departures
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Advisor
Aug 18 · destination pending
Deal recordFull tracker →
Aug 13, 26Deal announced — coverage
Aug 11, 26Deal announced — coverage
PWD coverage
advisers

OpenArc moves into recordkeeper searches as an independent fiduciary

The RIA is taking its fiduciary practice to the search stage, where provider selection sets up the ongoing oversight to follow.
advisers · Aug 18OpenArc adds recordkeeper search to its fiduciary platform
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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