Arax Investment Partners Adds U.S. Capital Wealth Advisors to Platform
April 11, 2024
Arax Investment Partners, a RedBird Capital Partners-backed wealth management platform, has added U.S. Capital Wealth Advisors (USCWA), a Houston-based hybrid wealth management firm managing about $9 billion in AUM and ~62 advisors, to its multi-boutique platform. The deal expands Arax's scale and capabilities in Texas and nationally, while USCWA will retain its branding and advisor-facing operations as part of the Arax network.
- Buyers
- Arax Investment Partners, RedBird Capital Partners
- Targets
- U.S. Capital Wealth Advisors
- Platforms
- Arax Investment Partners
- Industry
- Wealth Management
- Location
- Texas, United States
- Transaction Type
- Addon
Explore More
Related Acquisitions
-
Arax Investment Partners Acquires Summit Wealth Strategies
August 5, 2025
Wealth Management
Arax Investment Partners, a RedBird-backed wealth-management platform, has acquired Summit Wealth Strategies, a Chesterfield, Missouri–based registered investment advisor with $1 billion in assets under management. Summit will join Arax Advisory Partners to expand Arax's Midwest presence; financial terms were not disclosed.
-
Arax Investment Partners Acquires SRS Capital Advisors
June 23, 2024
Wealth Management
Arax Investment Partners, a RedBird Capital-backed wealth management platform, has acquired SRS Capital Advisors, a Denver-based RIA managing approximately $1.7 billion in AUM. SRS will remain led by its managing directors and will join Arax's multi-partner platform to scale advisory, operations, technology and wealth-planning capabilities.
-
Arax Investment Partners Acquires Schechter Investment Advisors
May 31, 2025
Wealth Management
Arax Investment Partners, a RedBird-backed wealth management platform, has acquired Schechter Investment Advisors (SIA), the RIA arm of Schechter based in Birmingham, Michigan. SIA manages approximately $4.0 billion in assets and will integrate into the Arax platform while Schechter's Advanced Design Life Insurance business remains a separate entity.
-
Arax Investment Partners Acquires Cedrus Financial
January 27, 2025
Financial Services
Arax Investment Partners, a RedBird-backed wealth management platform, has acquired Cedrus Financial, a Littleton, Colorado-based RIA managing about $1 billion in AUM. Cedrus will operate within Arax’s Advisory Partners coalition to access operational synergies, technology, and scale to support growth; financial terms were not disclosed.
-
Arax Investment Partners Acquires GFP Private Wealth
February 7, 2026
Wealth Management
Arax Investment Partners has acquired GFP Private Wealth, a Cleveland, Ohio-based registered investment adviser with $1.5 billion in assets under management. GFP will join Arax Advisory Partners, expanding Arax's Midwest presence and pairing GFP's high-net-worth advisory capabilities with Arax's platform infrastructure to support the firm's next phase of growth.
-
World Investment Advisors Acquires Boston Harbor Wealth Advisors
July 25, 2024
Financial Services
Santa Barbara-based World Investment Advisors, a subsidiary of World Insurance Associates, has acquired Boston Harbor Wealth Advisors, an independent financial advisory firm based in Westborough, Massachusetts. The deal brings more than $3.5 billion in AUM, 76 team members and 15 offices into World’s platform as part of its ongoing RIA roll-up and AUM growth strategy.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.