Tracked deals
8
8 tracked deals across 2024-2026.
Private Equity Firm
Financial Services
Arax Investment Partners
New York, New York, United States
A buy-and-build wealth and asset management platform that partners with independent RIAs and advisor teams, providing end-to-end infrastructure such as operations, compliance, technology, and growth support while preserving adviser-led culture and independence.
- Focus Areas
- Wealth management, Registered Investment Advisor (RIA), Private wealth
- Website
- araxpartners.com
Recent pace
3
3 tracked deals announced in the last 12 months.
Deal mix
Addon
5 addon · 3 buyout
Arax Investment Partners Acquisition Volume by Year
Last 3 years
Actual
Full-year estimate
Supporting Data
Recent Transactions
-
- Buyer
- Arax Advisory Partners
- Target
- Transcend Capital Advisors
- Industry
- Financial Services
- Location
- New Jersey, United States
- Type
- Buyout
Arax Advisory Partners has signed a definitive agreement to acquire Transcend Capital Advisors, a multi-state registered investment advisor managing more than $3 billion in assets as of June 30, 2026. The transaction is expected to close in Q3 2026, expanding Arax’s national footprint and adding a firm serving more than 1,000 client relationships.
-
- Buyer
- Arax Investment Partners, RedBird Capital Partners
- Target
- Omni Financial Advisory Group
- Industry
- Wealth Management
- Location
- New York, United States
- Type
- Buyout
Arax Investment Partners acquired Omni Financial Advisory Group, a boutique wealth management and financial advisory firm based in Poughkeepsie, New York. The deal is expected to expand Arax’s national wealth management platform, adding Omni’s multi-generational advisor-led practice to Arax Advisory Partners.
-
February 7, 2026
- Buyer
- Arax Investment Partners
- Target
- GFP Private Wealth
- Industry
- Wealth Management
- Location
- Ohio, United States
- Type
- Buyout
Arax Investment Partners acquired GFP Private Wealth, a Cleveland, Ohio-based registered investment adviser with $1.5 billion in assets under management. The deal is intended to expand Arax’s Midwest presence and support GFP’s next phase of growth by combining GFP’s high-net-worth planning and service capabilities with Arax’s broader infrastructure via Arax Advisory Partners.
-
August 5, 2025
- Buyer
- Arax Investment Partners
- Target
- Summit Wealth Strategies
- Industry
- Wealth Management
- Location
- Missouri, United States
- Type
- Addon
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.
-
- Buyer
- Arax Investment Partners
- Target
- Schechter Investment Advisors (SIA)
- Industry
- Wealth Management
- Location
- Michigan, United States
- Type
- Addon
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.
-
January 27, 2025
- Buyer
- Arax Investment Partners
- Target
- Cedrus Financial
- Industry
- Financial Services
- Location
- Colorado, United States
- Type
- Addon
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.
-
June 23, 2024
- Buyer
- Arax Investment Partners, RedBird Capital Partners
- Target
- SRS Capital Advisors
- Industry
- Wealth Management
- Location
- Colorado, United States
- Type
- Addon
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.
-
- Buyer
- Arax Investment Partners, RedBird Capital Partners
- Target
- U.S. Capital Wealth Advisors
- Industry
- Wealth Management
- Location
- Texas, United States
- Type
- Addon
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.
Related Acquisition Pages
Wealth Management Buyers & Acquisitions
6 tracked deals by Arax Investment Partners.
Financial Services Buyers & Acquisitions
2 tracked deals by Arax Investment Partners.
Acquisitions in Colorado
2 tracked deals by Arax Investment Partners.
Acquisitions in Michigan
1 tracked deal by Arax Investment Partners.
Acquisitions in Missouri
1 tracked deal by Arax Investment Partners.
Acquisitions in New Jersey
1 tracked deal by Arax Investment Partners.
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