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They include 10,206 other individuals, 4,949 high-net-worth individuals and 312 corporations and other businesses.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 14 August 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Arax Advisory Partners offer?","answer":"Arax Advisory Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions, pension consulting, selecting other managers, educational seminars and other activities.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Arax Advisory Partners use?","answer":"Arax Advisory Partners’ separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $9,058,530,711, Charles Schwab & Co., Inc. (Roseville, CA), with $8,260,467,568, National Financial Services LLC (Boston, MA), with $6,169,718,350 and Pershing Advisor Solutions LLC (Jersey City, NJ), with $2,564,628,061. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 14 August 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Arax Advisory Partners have?","answer":"Arax Advisory Partners has 230 investment adviser representatives registered with state securities authorities, out of 361 employees, and 168 perform investment advisory functions. 118 are registered representatives of a broker-dealer and 105 are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Arax Advisory Partners invest in?","answer":"At the end of its last fiscal year, Arax Advisory Partners’ separately managed accounts held 48% exchange-traded equities, 24% registered funds (mutual funds, ETFs, BDCs), 10% pooled vehicles (private funds and similar), 8% cash and equivalents, 4% U.S. government and agency bonds, 2% state and local bonds, 2% alternative investments, private placements, and other assets diversified across various asset types, 1% investment grade corporate bonds and 1% high-yield corporate bonds. 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Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}