RIA · Independent channel
Arax Investment Partners
Includes the history of Transcend Capital Advisors (acquired July 2026) · Millares (acquired June 2026) · The Oak Group (acquired May 2026) · GFP Private Wealth (acquired February 2026)
Join Arax’s RIA platform through its integrated wealth-management business.
- Website
- araxpartners.com
- Regulator record
- ARAX ADVISORY PARTNERS (SEC)
Recorded arrivals
4
Teams and practices joining in 2026
Recorded departures
0
Teams and practices leaving in 2026
Arrival assets
$6.2B
Reported practice assets · 4 of 4 disclosed
Departure assets
—
Reported practice assets · 0 of 0 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
Arrivals 4
Teams joining Arax Investment Partners in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Jul 23 | Acquisition | Transcend Capital AdvisorsMadison, NJ | Transcend Capital AdvisorsRIAacquired by Arax Investment Partners, Jul 2026 | $3.0B | Press Release |
| Jun 1 | Acquisition | Millares Asset ManagementCoral Gables, FL | MillaresRIAacquired by Arax Investment Partners, Jun 2026 | $236.2MPer Form ADV | Press Release |
| May 5 | Acquisition | The Oak GroupPoughkeepsie, NY | The Oak GroupIndependent Broker-Dealeracquired by Arax Investment Partners, May 2026 | $1.5B | Wealth Management |
| Feb 3 | Acquisition | GFP Private WealthCleveland, OH | GFP Private WealthRIAacquired by Arax Investment Partners, Feb 2026 | $1.5B | Press Release |
Departures 0
Teams leaving Arax Investment Partners in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.