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Firm profile

Arax Advisory Partners

NEW YORK, NYCRD 133535Latest ADV June 23, 2026

Arax Advisory Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Denver, CO. Its latest Form ADV filing, dated April 30, 2026, reports $11.3B in regulatory assets under management, 122 employees, 35 offices, and 19,054 accounts.

Assets Under Management
$23.2B
Employees
319
Offices
38 offices
Total Clients
14,591
Primary office
NEW YORK, NY
10 EAST 53RD STREET, 14TH FLOOR, NEW YORK, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CCOBrian J. Durkin
CFODiego J. Galan

Advisory services offered

8 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

5 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 66.0% of total clients.
Top client categories% of clientsClients
1
Individuals
66.0%
9,623
2
HNWI
30.7%
4,482
3
Corporations
2.1%
303
4
Charitable
0.9%
130
5
Pension Plans
0.4%
53

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$23.2Bas of June 23, 2026
Discretionary88.4%
$20.5B
88% of total RAUM88.4%
Non-discretionary11.6%
$2.7B
12% of total RAUM11.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$23.2B
Total Accounts34,944
10Y AUM Change+$22.7B (+4476.4%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees319
Clients per Employee46:1
10Y Employee Change+298 (+1419.0%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.