We get to know you better than any financial advisor ever has.

We get to know you better than any financial advisor ever has.

We get to know you better than any financial advisor ever has.

best financial advisory firms 2026 & 2025

best financial advisory firms 2026 & 2025

best financial advisory firms 2026 & 2025

*Recognition earned by Arca’s founding firms. Full disclosures below.

“If 10 million people someday have an Arca account — that would be massively net good for humanity.”

— Jason Wenk

“It’s a sacred duty. The advisor relationship is one of the most important relationships in someone’s life.”

— Bill McNabb

“Arca’s success hinges on selling trust and being on the client’s side, not flashy, complex products.”

— Morgan Housel

“If 10 million people someday have an Arca account — that would be massively net good for humanity.”

— Jason Wenk

“It’s a sacred duty. The advisor relationship is one of the most important relationships in someone’s life.”

— Bill McNabb

“Arca’s success hinges on selling trust and being on the client’s side, not flashy, complex products.”

— Morgan Housel

“If 10 million people someday have an Arca account — that would be massively net good for humanity.”

— Jason Wenk

“It’s a sacred duty. The advisor relationship is one of the most important relationships in someone’s life.”

— Bill McNabb

“Arca’s success hinges on selling trust and being on the client’s side, not flashy, complex products.”

— Morgan Housel

Our Advisory Board

Our Advisory Board

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Peter Crawford

Advisor

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Morgan Housel

Author, Partner at The Collaborative Fund

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Jason Wenk

Founder & CEO of Altruist

You have to be able to prove you're better... ultimately, Substance actually won in the financial space. Solara reflects Substance in a really meaningful way.

Bill McNabb

Former CEO of Vangaurd

Keepers of Your Ambition

Brian Salcetti

Lead Wealth Advisor

CIMA®, AIF®

Bryan Monteverde

Wealth Advisor

Daniel Christenson

Vice President, Wealth Advisor

Fred Bohlander

Managing Partner

John Slattery

Wealth Advisor

Keepers of Your Ambition

Brian Salcetti

Lead Wealth Advisor

CIMA®, AIF®

Bryan Monteverde

Wealth Advisor

Daniel Christenson

Vice President, Wealth Advisor

Fred Bohlander

Managing Partner

John Slattery

Wealth Advisor

Keepers of Your Ambition

Brian Salcetti

Lead Wealth Advisor

CIMA®, AIF®

Bryan Monteverde

Wealth Advisor

Daniel Christenson

Vice President, Wealth Advisor

Fred Bohlander

Managing Partner

Keepers of Your Ambition

Brian Salcetti

Lead Wealth Advisor

CIMA®, AIF®

Bryan Monteverde

Wealth Advisor

Daniel Christenson

Vice President, Wealth Advisor

Fred Bohlander

Managing Partner

John Slattery

Wealth Advisor

Joseph R. Skees

Lead Wealth Advisor

CFP®

Keepers of Your Ambition

Brian Salcetti

Lead Wealth Advisor

CIMA®, AIF®

Bryan Monteverde

Wealth Advisor

Daniel Christenson

Vice President, Wealth Advisor

Fred Bohlander

Managing Partner

John Slattery

Wealth Advisor

Visit Us Anywhere

Visit Us Anywhere

01

Bethesda, MD

Bethesda, MD

7315 Wisconsin Avenue, Suite 400
Bethesda, MD 20814

7315 Wisconsin Avenue,

Suite 400
Bethesda, MD 20814

02

Portsmouth, NH

Portsmouth, NH

100 Market Street, Suite 210

Portsmouth, NH 03801

100 Market Street,

Suite 210

Portsmouth, NH 03801

03

New York, NY

New York, NY

295 Madison Avenue, 12th Floor
New York, NY 10017

295 Madison Avenue,

12th Floor
New York, NY 10017