Fee-OnlyFinder

Arax Advisory Partners

Financial planning in New York, NY

SEC registeredNo commissions reported

Call (646) 777-1823Send a messageMap ↗

Public-record details

Address
10 East 53rd Street, 14th Floor, New York, NY 10022
Phone
(646) 777-1823
Listed under
Financial planning, Hourly fees, Flat / fixed fees, % of assets managed, Retirement plan consulting
Legal name
Arax Advisory Partners, LLC
CRD number
133535
Registration
SEC registered since 2006-09-20
Compensation (Form ADV 5.E)
Percentage of assets under management; Hourly charges; Fixed fees; Performance-based fees; Other (Seminars, Trustee Services, Bill Pay, Tax Prep, Ria Shared Svcs)
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses; Pension consulting; Selection of other advisers; Educational seminars/workshops
Regulatory assets under management
$26.5 billion
Accounts managed
39,138
Clients reported (Form ADV 5.D)
15,662
Individual / high-net-worth clients
10,206 / 4,949
Employees
361
Other business activities (Form ADV 6.A)
Also active as: insurance broker or agent, other financial product salesperson
Disclosures reported on Form ADV
Yes — see IAPD for details
Latest Form ADV filing
2026-08-14

SEC registered investment adviser, CRD 133535, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. A “Yes” for disclosures is a public-record fact from Form ADV Item 11; it can relate to the firm or its advisory affiliates, can be old, and does not by itself describe the outcome. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in New York

16th Amendment Advisors LLCOne Rockefeller Plaza, Suite 2130 · New York, NY 10020 · (212) 332-1600 · % of assets managedCRD 150575 · % of assets, Performance-based fees · $390.2 million AUMSEC registeredNo commissions reported2201 Capital, LLC131 W 33 St, Suite 10d · New York, NY 10001 · (201) 446-2992 · % of assets managedCRD 341112 · % of assets · $40.0 million AUMSEC registeredNo commissions reported9d Capital LLC244 5th Ave Ste 1211 · New York, NY 10001 · (212) 729-3498 · Financial planningCRD 308524 · % of assets, Fixed fees, Performance-based fees · $10.6 million AUMState registeredNo commissions reportedAbernathy Group II LLC530 Fifth Avenue, 17 Floor · New York, NY 10036 · (212) 293-3499 · Financial planningCRD 152401 · % of assets, Hourly charges, Performance-based fees · $80.2 million AUMSEC registeredNo commissions reportedAboveboard Wealth Management, LLC246 Fifth Avenue, Floor 5 · New York, NY 10001 · (917) 509-2537 · Financial planningCRD 298303 · Fixed feesState registeredNo commissions reportedAces Advisors99 Wall Street, Ste 3311 · New York, NY 10005 · (212) 862-3100 · Financial planningCRD 315407 · % of assets, Fixed fees · $1.3 million AUMState registeredNo commissions reportedAcorn Advisory Capital, L.P.590 Madison Avenue, 30th Floor · New York, NY 10022 · (212) 303-4344 · % of assets managedCRD 133040 · % of assets, Performance-based fees · $3.0 billion AUMSEC registeredNo commissions reportedAdalta Capital Management LLC445 Park Avenue, Suite 16d · New York, NY 10022 · (212) 832-5135 · % of assets managedCRD 283771 · % of assets, Performance-based fees · $305.5 million AUMSEC registeredNo commissions reported

All 539 in New York →