OpenArc Corporate Advisory, Founded by Top-Ranked Barron’s Team, Launches to Reshape Corporate Benefits and Family Wealth Advisory

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ATLANTA--(BUSINESS WIRE)--Sep 24, 2025--

OpenArc Corporate Advisory, a new national advisory firm headquartered in Atlanta, has announced its official launch. The firm enters the market as one of the largest independent firms in the corporate benefits and private wealth sectors. Recognized by Barron’s as having team assets of $129bn (December 31, 2024) and with a strategic capital investment from Dynasty Financial Partners, OpenArc introduces a new model that integrates corporate benefits, executive services, and private wealth management — delivered through a high-touch, open architecture platform.

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Founded by the nation’s top-ranked institutional consulting team and the No. 3 private wealth team ( Barron’s, 2025), OpenArc is a direct response to growing demand from employers and their employees for better alignment between benefits and wealth solutions. “Our institutional clients have consistently told us that traditional brokerage models no longer meet the needs of their people,” said Jeff Crowell, OpenArc's Managing Partner. “From C-suite executives to entry-level employees, everyone deserves better tools, greater choice, and personalized service.”

OpenArc’s platform is designed for large employers in need of a unified approach to employee benefits and financial planning. The firm's open architecture model gives companies the opportunity to integrate experienced, proven providers into a seamless benefits experience — delivering both scale and personalization in the process. The firm members previously serviced more than 95 Fortune 1000 companies and expects that number to grow significantly.

Erik Bjerke, the firm's Senior Managing Partner, said, “OpenArc empowers families by delivering the same expert care and resources typically reserved for corporations.” He added: “It is the powerful integration of corporate benefits and family financial services that we believe will define the future of all wealth management.”

OpenArc will combine its high touch corporate benefits advisory model with Charles Schwab’s broad capabilities and Dynasty Financial Partners’ advanced tech platform. These strategic relationships ensure clients benefit from strong operational infrastructure and data-driven service delivery. Dynasty has also taken a minority equity stake in OpenArc, with Dynasty CEO and Founder Shirl Penney joining the firm’s board of directors.

"We're incredibly impressed with the OpenArc team and their vision," said Mr. Penney. "This relationship represents exactly the kind of innovative, client-focused model we believe will define the future of our industry."

"We are thrilled to welcome OpenArc to the Schwab platform, and we look forward to supporting their success," said Jon Beatty, Head of Schwab Advisor Services.

The firm’s offering spans institutional consulting, executive financial planning, employee education, and full-spectrum wealth management from individual needs to complex family office services. OpenArc’s advisor teams have earned industry-wide recognition for successfully combining deep corporate benefits knowledge with private wealth expertise.

Underlining its commitment to community, OpenArc is also launching the OpenArc Charitable Fund. A portion of annual net profits will be dedicated to the fund to support underserved communities across the U.S. The charitable strategy is led by Jim Kaufman, Managing Partner, who emphasized the firm’s cultural foundation. “We hire and cultivate people who lead with generosity," he said. "This mindset has defined our approach for more than two decades.”

About Dynasty Financial Partners

For more than 15 years, Dynasty has championed the benefits of independent wealth management by providing access to an open-architecture platform of software and technology tools, business services, and holistic investment management capabilities delivered via a suite of proprietary and third-party technologies. Dynasty’s technology, tools, and services provide advisory firms with Supported Independence ® to better serve their clients as they launch, scale, and grow. Dynasty owns and operates one of the largest investment platforms in the RIA space offering a vast selection of investment solutions, as well as a leading investment bank dedicated to serving the asset and wealth management industries.

For more information, please visit dynastyfinancialpartners.com.

About OpenArc

OpenArc is taking the lead in advancing an open architecture platform for corporate benefits and wealth management services, serving Fortune 1000 companies and high-net-worth families. OpenArc is headquartered in Atlanta, Georgia, and previously advised $129 billion in institutional and personal client assets. OpenArc combines award-winning advisory expertise with advanced technology to deliver customized financial solutions.

For more information, please visit www.Openarccorporate.com.

Disclosures

Barron’s rankings included #1 ranked in the 2025 Top Institutional Consulting Teams and #3 in the 2025 Top 250 Private Wealth Management Team. Barron’s rankings were based on data as of 12/31/2024. The rankings were issued in May 2025 by Barron’s, a publication of Dow Jones & Company, Inc. There was no fee paid to be considered for or to use the Barron’s ranking. The rankings were based on a variety of factors, including their size and shape, their regulatory records and credentials of their members, and the resources they have at their disposal to serve their client bases as well as assets, revenue, and quality of practice. Barron’s recognized the team as advising $129 bn in client assets as of December 31, 2024. Barron’s is a trademark of Dow Jones & Company, Inc. All rights reserved. This should not be construed as an endorsement of the adviser by any client or third party.

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SOURCE: Dynasty Financial Partners

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