Archer Investment Corporation

What Archer Investment Corporation does

Archer Investment Corporation is a Registered Investment Advisor headquartered in Carmel, Indiana, founded in 2005 by Troy Patton, CPA/ABV. The firm provides investment management solutions to individuals and families, primarily through a B2B partnership model in which CPAs, financial advisors, and Enrolled Agents (EAs) deliver Archer's portfolio management and operational services to their own client bases. As a registered adviser under the Investment Advisers Act of 1940, Archer manages discretionary portfolios using a disciplined asset-allocation process that combines third-party and proprietary strategies, and it sponsors The Archer Funds mutual fund family, which is distributed by Arbor Court Capital, LLC.

The firm's technology stack is built around advisor workflow integration rather than proprietary platforms. It offers dual custodial access across TradePMR, Fidelity, Robinhood, Employee Fiduciary, and Wells Fargo Clearing Services, combined with an integrated toolset spanning MoneyGuidePro for financial planning, Wealthbox CRM, Fusion and CircleBlack for portfolio management, YCharts and Kwanti for analytics, ComplianceEye for compliance, and TaxAct and Finance Geeks for tax-related planning. Archer has also developed proprietary behavioral assessment products — the Financial Virtues Survey and the Uncertainty Mindset Survey — delivered through Qualtrics to support client risk profiling and onboarding.

Archer generates revenue primarily through asset-based investment advisory fees on managed portfolios and management fees from The Archer Funds, billed annually in line with standard RIA subscription economics. Go-to-market is channel-led: the firm recruits and supports tax and advisory professionals rather than acquiring end-clients directly, and complements partner referrals with content-driven demand generation including quarterly market outlooks, video presentations, and a newsletter. The firm operates as an independent, founder-owned private company with 51–100 employees and no disclosed external institutional ownership.

Name

Archer Investment Corporation

Legal name

Archer Investment Corporation

Website

https://archerinvestment.com

Company type

Private

Founded year

2005

Operating status

Operating

Headcount range

51–100 employees

Short description

Archer Investment Corporation, a Registered Investment Advisor founded in 2005 in Carmel, Indiana, manages over $1 billion in client assets. It delivers investment management services through a B2B partnership model serving CPAs, financial advisors, and Enrolled Agents supporting individuals and families.

Ownership category

akta.pro rank

Product category

Wealth Management & Investment Advisory

NAICS

Portfolio Management and Investment Advice (523940), Open-End Investment Funds (52591)

SIC

Investment Advice (6282)

akta.pro primary industry

Fee-Based Advisory (FSAEAAAM)

akta.pro secondary industry

Fee-Only Advisory (FSAEAAAL)

Keywords

• Investment management services
• Wealth management solutions
• Portfolio management services
• Mutual fund management
• Financial advisory services

Headquarters

HQ city

Carmel

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure

Revenue model

1. Investment Advisory Fees: Archer Investment Corporation generates revenue through investment advisory and management fees charged to clients for managing portfolios and The Archer Funds. The firm is registered as an investment adviser under the Investment Advisers Act of 1940 and manages The Archer Funds, which are distributed by Arbor Court Capital, LLC.
2. Fund Management: Management fees from The Archer Funds, which are mutual funds managed by Archer Investment Corporation. The Fund's prospectus contains information about management fees and charges.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Archer Investment Corporation is a Registered Investment Advisor under the Investment Advisers Act of 1940 that provides discretionary investment management and portfolio management services to individuals and families, both directly and through a partnership model with CPAs, financial advisors, and Enrolled Agents. The firm also manages The Archer Funds (mutual funds distributed by Arbor Court Capital, LLC) and supplies partner-advisors with a dual-custodial technology stack, financial planning tools, and client onboarding and compliance support.

Product overview

Archer Investment Corporation operates as a Registered Investment Advisor offering investment management solutions built around The Archer Funds. The core offering includes investment advisory services with portfolio management, securities analysis, and investment strategy using both third-party and proprietary strategies. The Advisor Partnership Program enables CPAs, financial advisors, and Enrolled Agents to collaborate with Archer for comprehensive financial solutions, with dual custodial access through TradePMR, Robinhood, and Fidelity. The company also offers behavioral assessment tools including the Financial Virtues Survey and Uncertainty Mindset Survey for client risk profiling.

Differentiator

Problem solved

Functional benefit

Brands

• The Archer Funds: Mutual fund managed by Archer Investment Corporation for investors seeking professional portfolio management.

Products and services

• The Archer Funds Mutual fund(s) managed by Archer Investment Corporation and distributed by Arbor Court Capital, LLC. The fund provides professional portfolio management for investors; full investment objectives, potential risks, management fees, and charges and expenses are disclosed in the prospectus (obtainable by calling 800-238-7701).
• Investment Management Solutions Registered investment advisory services provided under the Investment Advisers Act of 1940, delivering discretionary portfolio management, securities analysis, and investment strategy using both third-party and proprietary strategies. Designed for individuals and families seeking disciplined, long-term wealth management, often delivered alongside their trusted CPA or financial advisor.
• Advisor Partnership Program Collaborative partnership platform that lets CPAs, financial advisors, and Enrolled Agents offer investment management services to their clients without managing the portfolios themselves. Archer delivers trading, portfolio management, dual custodial access, client onboarding, compliance, and billing support, while the partner advisor retains the client relationship.
• Financial Virtues Survey Behavioral assessment that reveals how clients perceive risk, opportunity, and financial uncertainty, identifying their unique decision-making style and natural strengths in financial decision-making. Used to inform risk profiling and portfolio construction conversations.
• Uncertainty Mindset Survey Short behavioral assessment that reveals how clients naturally perceive risk, opportunity, and financial uncertainty, providing insight into their decision-making style and how it influences investment choices.

Segments4 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration16 records

Feature3 records

Partnerships

15 partnerships are on record, tiered core and supporting.

• Arbor Court Capital, LLCcoreChannel Partner/ Reseller/ DistributorArbor Court Capital, LLC serves as the distributor for The Archer Funds. Located at 8000 Town Centre Drive, Suite 400, Broadview Heights, OH 44147. Member FINRA/SIPC.
• TradePMRcoreTechnology or IntegrationCustodial platform partner providing account management for advisor clients. Part of dual custodial access strategy.
• FidelitycoreTechnology or IntegrationCustodial services partner providing institutional custody for wealth management advisors.
• RobinhoodcoreTechnology or IntegrationInstitutional custody platform for investment advisors, integrated into Archer's technology stack.
• Employee FiduciarycoreTechnology or IntegrationCustodial platform partner providing retirement account custody services.
• MoneyGuideProcoreTechnology or IntegrationFinancial planning software integrated into the advisor technology stack for comprehensive financial planning.
• WealthboxcoreTechnology or IntegrationCRM platform used for client relationship management and advisor workflow optimization.
• YChartssupportingTechnology or IntegrationTechnology platform providing portfolio insights and analytics for advisors.
• KwantisupportingTechnology or IntegrationPortfolio analytics tool used for investment analysis and reporting.
• ComplianceEyesupportingTechnology or IntegrationCompliance monitoring and regulatory oversight tools for advisor operations.
• FusionsupportingTechnology or IntegrationPortfolio management and planning platform integrated into the advisor technology stack.
• CircleBlacksupportingTechnology or IntegrationWealth management platform providing investment management tools.
• Wealth CentralsupportingTechnology or IntegrationAdvisor operations platform for practice management and operational efficiency.
• Finance GeekssupportingTechnology or IntegrationFinancial planning software developed for advisor tax analysis and planning.
• TaxActsupportingTechnology or IntegrationTax preparation software used for advisor planning support.

Scale indicators3 records

Recent moves6 records

Expansion highlights2 records

Broad incumbents

• Kestra Financial: Independent wealth management platform supporting financial advisors with technology, custody, and practice management services. Comparable to Archer in advisor partnership economics, with broader product capabilities and larger footprint.
• Cetera Financial Group: Large independent advisor network serving thousands of financial advisors with practice management, technology, and product support. Comparable to Archer's advisor partnership model, but at vastly greater scale and with a broader product shelf.
• Commonwealth Financial Network: Independent advisor network providing wealth management, technology, and practice support to financial advisors. Closely comparable to Archer's advisor partnership program in model, though significantly larger in scale.
• Advisor Group: Independent broker-dealer and RIA platform serving thousands of advisors across multiple subsidiaries. Provides wealth management solutions, technology, and operational support similar to Archer's bundled offering to CPA and advisor partners.
• LPL Financial Holdings: The largest independent broker-dealer in the U.S., supporting advisors with custody, clearing, technology, and practice management — overlapping directly with Archer's advisor services and custodial partnerships (including Fidelity and TradePMR).
• Cambridge Investment Research: Independent broker-dealer and RIA platform supporting thousands of financial advisors with practice management and technology solutions. Overlaps with Archer's B2B partnership offering for advisors serving individual clients.

Emerging players

• Wealthfront: Direct-to-consumer digital RIA offering automated portfolio management and financial planning to individuals. Targets the same end-client demographic as Archer but through a self-service model rather than the CPA/advisor partnership channel.

Others

• Orion Advisor Solutions: Technology platform provider offering portfolio management, CRM, and advisor workflows to RIAs. Several of its capabilities overlap with components of Archer's integrated tech stack (Wealthbox, YCharts-style analytics), positioning it as an enabling rather than competing peer.

Direct peers

• Mariner Wealth Advisors: Independent RIA and multi-family office providing comprehensive wealth management, portfolio management, and advisor partnership services. Closely comparable to Archer in its blend of direct advisory and partner-driven distribution.
• Creative Planning: Full-service RIA serving individuals and families with disciplined portfolio management, financial planning, and proprietary investment strategies. Closely mirrors Archer's holistic wealth management approach, though at much larger AUM scale.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks5 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/archer-investment-corporation
• Xx.com/ArcherInvestme1

Compliance3 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles10 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Archer Investment Corporation