Arch Global Advisors
Arch Global Advisors is a privately held registered investment advisor offering personalized retirement, estate, investment, asset protection, and tax planning services to individuals, families, and business owners across New York and Florida, with securities offered through LPL Financial.
- Company typePrivate
- Founded-
- HeadquartersNew York, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Arch Global Advisors does
Arch Global Advisors, LLC is a privately held registered investment advisor (RIA) providing personalized wealth management services to individuals, families, and business owners. The firm is organized around five integrated service areas—retirement planning, estate planning, investment management, asset protection, and tax planning—delivered through a six-tier portfolio framework curated to individual client needs. Operations span three physical offices: a Manhattan headquarters (215 Lexington Avenue, Suite 17B), a Westchester County office in White Plains, and a St. Augustine, Florida office serving the southeastern United States.
The technology stack is third-party: BlackDiamond and Schwab platforms are used for portfolio management and client servicing, with active in-house oversight by a Management Committee supplemented by quarterly external portfolio reviews conducted by BlackRock and StateStreet Global Advisors. Securities are offered through a core partnership with LPL Financial (Member FINRA/SIPC), which provides clearing and custody infrastructure. Distribution is relationship-driven, executed through Investment Advisor Representatives (IARs), a portfolio review committee, and financial analysts conducting in-person consultations; supporting channels include an Insights Hub blog, a monthly email newsletter, and a client referral program.
The firm operates on a fee-based recurring revenue model with quote-based, non-publicly disclosed pricing and annual billing cadence. Ownership is founder/management-held with no disclosed venture or institutional backing. Brand visibility is supported by inclusion in USA Today's 2026 Best Financial Advisory Firms list. Founded year, AUM, and revenue figures are not publicly disclosed.
Arch Global Advisors firmographics
Firmographics- Name
- Arch Global Advisors
- Legal name
- Arch Global Advisors, LLC
- Website
- https://archglobaladvisors.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Arch Global Advisors is a privately held registered investment advisor offering personalized retirement, estate, investment, asset protection, and tax planning services to individuals, families, and business owners across New York and Florida, with securities offered through LPL Financial.
- Ownership category
- akta.pro rank
Arch Global Advisors industry classification
Industry- Product category
- Wealth Management Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industry
- Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)
Keywords
Where Arch Global Advisors is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices3 records
Markets served
Arch Global Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based investment advisory services offered through registered investment advisors. Securities offered through LPL Financial, Member FINRA/SIPC.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Personalized advisory services with 6 different level portfolios curated to individual client needs |
Go-to-market motion2 records
Distribution channels1 record
Marketing channels3 records
Arch Global Advisors product offering
Product offeringCore offering
Arch Global Advisors is a registered investment advisor that delivers personalized wealth management and financial planning services to individuals, families, and business owners. Core offerings include retirement planning, estate planning, investment planning, asset protection, and tax planning, executed through six curated level portfolios that are actively monitored by an in-house Management Committee and reviewed quarterly by BlackRock and StateStreet Global Advisors. Securities transactions are facilitated through a partnership with LPL Financial.
Product overview
Arch Global Advisors offers a unified wealth management platform combining personalized financial planning services. The core offering includes five integrated service areas: Retirement Planning, Estate Planning, Investment Planning, Asset Protection, and Tax Planning. The firm utilizes six different level portfolios, actively monitored by an internal Management Committee and reviewed quarterly by external partners BlackRock and StateStreet Global Advisors. The platform is delivered through BlackDiamond® and Schwab technology platforms, with a Resource Center providing modular tools and guidance across all service areas.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Comprehensive retirement planning services helping individuals and families prepare for retirement through strategic planning and portfolio management.
- Estate Planning Estate planning services to help clients manage and protect assets, plan for wealth transfer, and ensure proper estate administration.
- Investment Planning Investment planning services including actively monitored portfolios managed by the Investment Committee, with six different level portfolios curated to meet individual client needs.
- Asset Protection Asset protection solutions to safeguard client wealth against potential risks and liabilities.
- Tax Planning Tax planning solutions to help clients optimize their tax situations within legal requirements.
- Level Portfolios Six different level portfolios curated to meet individual client needs, actively monitored in-house by the Management Committee and reviewed quarterly by BlackRock and StateStreet Global Advisors.
Companies that use Arch Global Advisors
Customer profileSegments1 record
Ideal customer profiles1 record
Arch Global Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration4 records
Feature2 records
Arch Global Advisors partnerships and signals
Strategic signalPartnerships
Five partnerships are on record, tiered core and supporting.
- LPL FinancialcoreSecurities offered through LPL Financial, Member FINRA/SIPC. LPL Financial is a leading national brokerage firm providing clearing and custody services for registered investment advisors.
- BlackRocksupportingPortfolios are reviewed quarterly by BlackRock as part of the firm's portfolio optimization process.
- StateStreet Global AdvisorssupportingPortfolios are reviewed quarterly by StateStreet Global Advisors to help optimize client returns.
- BlackDiamondsupportingBlackDiamond platform offered as one of the dynamic technology platforms to better serve clients and help realize financial goals.
- SchwabsupportingSchwab platform offered as one of the dynamic technology platforms for client servicing.
Scale indicators2 records
Recent moves6 records
Expansion highlights5 records
Arch Global Advisors competitors and assessment
Company assessmentBroad incumbents
- Edelman Financial Engines: Large independent RIA offering goal-based financial planning and investment management to individuals and corporate retirement plan participants. Significant scale advantage over Arch Global but overlapping service offering and target market.
- Hightower Advisors: National RIA platform serving HNW individuals, families, and business owners with full-stack wealth management. Comparable to Arch Global in target market and service mix, though dramatically larger and more consolidated.
- Carson Group: Large hybrid RIA supporting thousands of financial advisors with wealth management, coaching, and technology. Comparable to Arch Global in serving individuals and business owners seeking holistic planning, but with a corporate-affiliated national scale.
- Mariner Wealth Advisors: Large U.S. RIA offering comprehensive wealth advisory including investment, retirement, estate, tax, and asset protection planning. Operates at significantly greater scale but with the same integrated financial planning-led model that anchors Arch Global's value proposition.
- Creative Planning: One of the largest independent RIAs in the U.S., providing fee-only financial planning, investment management, and tax services. Directly comparable business model to Arch Global with a similar comprehensive-planning positioning but vastly greater scale.
Direct peers
- Buckingham Strategic Wealth: Boutique-style RIA offering evidence-based financial planning and investment management to individuals and families. Closely comparable service mix, customer base, and fee-only model to Arch Global.
- Halbert Hargrove: Boutique RIA providing fee-only, comprehensive wealth management to HNW individuals and families. Closely comparable in firm size, boutique positioning, and integrated planning approach to Arch Global.
- Sanctuary Wealth: Independent wealth platform for advisors serving HNW clients with comprehensive planning, investment, and insurance solutions. Comparable relationship-driven model and target client base to Arch Global.
- Steward Partners Global Advisory: Independent wealth management firm supporting advisors serving HNW individuals and families with holistic planning and investment solutions. Directly comparable in business model and clientele.
- Beacon Pointe Advisors: Independent, employee-owned RIA providing comprehensive wealth management to HNW individuals, families, and institutions. Mirrors Arch Global's boutique, advisor-led service model with similar target clientele.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Arch Global Advisors social profiles
Digital presenceArch Global Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Arch Global Advisors leadership team
Management profileNumber of profiles
Arch Global Advisors funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Arch Global Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Arch Global Advisors
What does Arch Global Advisors do?
Arch Global Advisors is a registered investment advisor that delivers personalized wealth management and financial planning services to individuals, families, and business owners. Core offerings include retirement planning, estate planning, investment planning, asset protection, and tax planning, executed through six curated level portfolios that are actively monitored by an in-house Management Committee and reviewed quarterly by BlackRock and StateStreet Global Advisors. Securities transactions are facilitated through a partnership with LPL Financial.
Is Arch Global Advisors a public or private company?
Arch Global Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Arch Global Advisors founded?
Arch Global Advisors was founded in -1. It employs 1 to 10 people.
Where is Arch Global Advisors based?
Arch Global Advisors is headquartered in New York, United States, in the North America region.
How does Arch Global Advisors make money?
One revenue line is on record: investment Advisory Services.
Who are Arch Global Advisors's main competitors?
Broad incumbents on record are Edelman Financial Engines, Hightower Advisors, Carson Group, Mariner Wealth Advisors and Creative Planning. Direct peers are Buckingham Strategic Wealth, Halbert Hargrove, Sanctuary Wealth, Steward Partners Global Advisory and Beacon Pointe Advisors.
Does Arch Global Advisors have an API?
No public API is recorded for Arch Global Advisors.
What industry is Arch Global Advisors in?
Arch Global Advisors's product category is Wealth Management Advisory. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEABAB, Broker-Dealer Affiliated Wealth Advisory. Its NAICS code is 523940 and its SIC code is 6282.