ARAX ADVISORY PARTNERS

RIASEC RegisteredEst. 2006

Total AUM

$11.3B

Discretionary

$10.9B

96% of AUM

Avg account

$593K

Accounts

19,054

Employees

122

Advisory reps

118

Firm details

Headquarters: DENVER, Colorado
CRD number: 133535
Registered since: September 20, 2006
Website: araxpartners.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC., PERSHING LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees, Other
Client types: HNWI76.31%
Individuals10.97%
Corporations / Businesses9.51%
Charitable Organizations1.77%
Pension & Profit Sharing Plans1.22%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arax Advisory Partners is an SEC-registered LLC that combines advisory services with insurance broker-dealer activity and acts as a capital allocator for both individuals/families and institutional clients. Registered since 2006, the firm offers a mix of fee arrangements (percentage of AUM, hourly, fixed fees, performance-based and other structures) and provides a broad set of advisory services: financial planning, portfolio management for individuals, small businesses and pooled vehicles, pension consulting support, manager selection, and educational workshops. Arax also markets insurance and other financial products and is identified as an active ESG investor. The firm was named to AdvisorHub’s “50 RIA Firms to Watch” list in 2026.