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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Pershing · SEI
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-20-2005
- Office Locations
- 56
Office Locations
About Arax Advisory Partners
Arax Advisory Partners (srscapitaladvisors.com / SRS Capital Advisors) delivers integrated asset management and financial planning, focused on safeguarding client wealth with unbiased, independent advice. Portfolios span a broad spectrum, commonly using public funds and ETFs alongside fixed income and alternative allocations. The firm serves both retail and institutional relationships, with a multi-office footprint anchored in Denver, Philadelphia, and Pittsburgh.
Reported data analysis
What the numbers show
Between November 17, 2025 and June 23, 2026, reported AUM increased 158.7%, from $9.0B to $23.2B.
Across 5 reported observations, AUM increased 1728.0% between October 24, 2022 and June 23, 2026, from $1.3B to $23.2B.
Of the latest reported AUM, 88.4% is discretionary and 11.6% is non-discretionary.
The firm reports 167 advisory representatives and 15,678 clients, or 93.9 clients per representative. That equates to $1.7M in reported AUM per client.
The profile lists 56 reported office locations and 21 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Arax Advisory Partners record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Gerald Haig Ariyan
Chairman
- CRD
- #2326282
- Ownership
- Less than 5%
BRIAN JOSEPH DURKIN
Chief Compliance Officer
- CRD
- #2094689
- Ownership
- Less than 5%
Showing 2 of 9 owners & executives
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CHASE WILLIAM ABSHIER
--
- CRD
- #6923913
RANSOM HOWARD ADAMS
--
- CRD
- #5333151
Showing 2 of 217 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,831,173,811 | $648,694 |
| Non-Discretionary | $2,693,799,395 | $803,189 |
| Total | $26,524,973,206 | $663,461 |
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Separately Managed Accounts
SMA allocation detail is available
Arax Advisory Partners has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Arax Advisory Partners's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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