Our History

Arch Global Advisors established a relationship with LPL Financial as our Broker Dealer.

2025

2023

Arch Global Advisors continues their expansion through four more acquisitions. Throughout this process, we’ve gained great new team members, strengthened our skills, and increased our presence by having offices in several locations.

Arch Global Advisors completes their first acquisition of a practice in Florida.

2022

2020

Arch Global Advisors established their relationship with Cadaret Grant & Co., Inc. as our broker-dealer. This allowed us to develop a relationship with Atria Wealth Solutions, the parent company at the time.

Arch Global Advisors opens their own Registered Investment Advisor (RIA).

2018

2015

The launch of Arch Global Advisors’ proprietary Asset Track Program (ATP). Our ATP enables us to structure our own individualized portfolios for our clients. It seamlessly blends financial technology with the human touch to provide cost-effective, high-value solutions — a harmonious union of art and science.

Arch Global Advisors grows at a rapid pace and more team members join the firm.

2012-2014

2011

Akhil Kumar joins the firm, establishing the vision to provide financial confidence to clients by delivering a wide range of planning services, resources, and options that help them meet their long-term goals.

The Great Recession. Many investment firms fold. Sheraz bucks the trend, growing the firm despite the challenging economic climate.

2008-2009

2007

Sheraz Iftikar leaves his previous firm to start his own independent financial group. He begins building a network of accountants and attorneys to integrate tax and legal knowledge into financial planning and decisions.