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ADVISOR RESOURCE COUNCIL

DALLAS, TX · CRD 164109 · IAPD ↗ · (972) 421-1360

$3.49BRegulatory AUM
70Advisory reps
119Employees
13Clients
51-100Planning clients
0Private funds
44States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2026 — ADVISOR RESOURCE COUNCIL notice-filed in DE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — ADVISOR RESOURCE COUNCIL shrank from 81 to 70 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
55
April 2025 — ADVISOR RESOURCE COUNCIL shrank from 91 to 81 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
63
April 2025 — ADVISOR RESOURCE COUNCIL reports 51-100 financial-planning clients, up from 26-50.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
55
April 2024 — ADVISOR RESOURCE COUNCIL's Item 11 disclosure-reporting entries rose by 2 (1 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
55
April 2024 — ADVISOR RESOURCE COUNCIL shrank from 125 to 91 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.