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RIA comparison · SEC Form ADV

Openarc Corporate Advisory, LLC vs Fiduciary Counselling Inc

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

The short answer

Openarc Corporate Advisory, LLC and Fiduciary Counselling Inc are almost exactly the same size, with $10B and $10B in regulatory assets (Openarc Corporate Advisory, LLC slightly ahead), by their latest Form ADV filings. Openarc Corporate Advisory, LLC reports more individual clients (3,841 vs 1,645), while Fiduciary Counselling Inc’s clients hold more on average (about $5.4 million each against $2.6 million). Openarc Corporate Advisory, LLC is based in Atlanta, Georgia and Fiduciary Counselling Inc in St Paul, Minnesota.

FigureOpenarc Corporate Advisory, LLCFiduciary Counselling Inc
Regulatory AUM$10B$10B
National rank#98#99
HeadquartersAtlanta, GeorgiaSt Paul, Minnesota
Individual clients3,8411,645
High-net-worth clients2,356643
Average client assets$2.6 million$5.4 million
Accounts14,5251,761
Discretionary100% of AUM44% of AUM
Employees14687
Advisory staff8018
Clients per advisory employee4891
Offices12
Form ADV filed2026-09-162026-03-17

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

Fiduciary Counselling Inc

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses and institutions
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Fixed fees

Questions

Which is bigger, Openarc Corporate Advisory, LLC or Fiduciary Counselling Inc?

Openarc Corporate Advisory, LLC, with $10B in regulatory assets under management against $10B at Fiduciary Counselling Inc. Nationally they rank #98 and #99 among 5,657 independent wealth management RIAs.

How many clients do Openarc Corporate Advisory, LLC and Fiduciary Counselling Inc have?

Openarc Corporate Advisory, LLC reports 3,841 individual clients (2,356 high-net-worth) with 80 advisory employees; Fiduciary Counselling Inc reports 1,645 (643 high-net-worth) with 18 advisory employees.

How do Openarc Corporate Advisory, LLC and Fiduciary Counselling Inc 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 Openarc Corporate Advisory, LLC and Fiduciary Counselling Inc offer?

Openarc Corporate Advisory, LLC lists pension consulting, which Fiduciary Counselling Inc does not. Fiduciary Counselling Inc lists portfolio management for investment companies; educational seminars and workshops; other services, which Openarc Corporate Advisory, 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: Openarc Corporate Advisory, LLC ↗, Fiduciary Counselling Inc ↗. How to check a financial advisor →