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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Callan Family Office, LLC vs Openarc Corporate Advisory, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Callan Family Office, LLC is the larger of the two, with $10B in regulatory assets to $10B at Openarc Corporate Advisory, LLC, 1% more than its rival, by their latest Form ADV filings. Openarc Corporate Advisory, LLC reports more individual clients (3,841 vs 170), while Callan Family Office, LLC’s clients hold more on average (about $42 million each against $2.6 million). Callan Family Office, LLC is based in Radnor, Pennsylvania and Openarc Corporate Advisory, LLC in Atlanta, Georgia.

FigureCallan Family Office, LLCOpenarc Corporate Advisory, LLC
Regulatory AUM$10B$10B
National rank#96#98
HeadquartersRadnor, PennsylvaniaAtlanta, Georgia
Individual clients1703,841
High-net-worth clients1702,356
Average client assets$42 million$2.6 million
Accounts2,69714,525
Discretionary90% of AUM100% of AUM
Employees49146
Advisory staff1580
Clients per advisory employee1148
Offices151
Form ADV filed2026-03-302026-09-16

Callan Family Office, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Openarc Corporate Advisory, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees

Questions

Which is bigger, Callan Family Office, LLC or Openarc Corporate Advisory, LLC?

Callan Family Office, LLC, with $10B in regulatory assets under management against $10B at Openarc Corporate Advisory, LLC. Nationally they rank #96 and #98 among 5,657 independent wealth management RIAs.

How many clients do Callan Family Office, LLC and Openarc Corporate Advisory, LLC have?

Callan Family Office, LLC reports 170 individual clients (170 high-net-worth) with 15 advisory employees; Openarc Corporate Advisory, LLC reports 3,841 (2,356 high-net-worth) with 80 advisory employees.

How do Callan Family Office, LLC and Openarc Corporate Advisory, LLC charge clients?

Only Openarc Corporate Advisory, LLC lists hourly charges on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Callan Family Office, LLC and Openarc Corporate Advisory, LLC offer?

Callan Family Office, LLC lists other services, which Openarc Corporate Advisory, LLC does not. Openarc Corporate Advisory, LLC lists pension consulting, which Callan Family Office, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for businesses and institutions; selecting other advisers.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Callan Family Office, LLC ↗, Openarc Corporate Advisory, LLC ↗. How to check a financial advisor →