Advisor Resource Council is an SEC registered investment adviser organized as a limited liability company with a primary office location in Dallas, TX. Its latest Form ADV filing, dated March 31, 2026, reports $3.5B in regulatory assets under management, 119 employees, 52 offices, and 11,836 accounts.
Assets Under Management
$3.5B
Employees
119
Offices
52 offices
Total Clients
11,836
Primary office
DALLAS, TX
15110 DALLAS PARKWAY, SUITE 500, DALLAS, TX, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.8% of total clients.
Top client categories% of clientsClients
1
Individuals
80.8%
9,565
2
HNWI
18.0%
2,134
3
Pension Plans
0.6%
72
4
Charitable
0.3%
38
5
Corporations
0.2%
27
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of March 31, 2026
Discretionary96.5%
$3.4B
97% of total RAUM96.5%
Non-discretionary3.5%
$121M
3% of total RAUM3.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$3.5B
Total Accounts11,836
10Y AUM Change+$2.8B (+377.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees119
Clients per Employee99:1
10Y Employee Change+50 (+72.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.