Arax Investment Partners Acquires Omni Financial Advisory Group

The national wealth management firm expands its footprint with the addition of a prominent advisory group.

Mar. 30, 2026 at 3:10pm

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A minimalist, high-end studio still life photograph featuring a stack of financial documents, a pen, and a calculator arranged elegantly on a clean, monochromatic background, conceptually representing the merger and expansion of wealth management services.The acquisition of Omni Financial Advisory Group will allow Arax Investment Partners to expand its wealth management capabilities and client reach across the country.NYC Today

Arax Investment Partners, a national wealth management firm, has announced the acquisition of Omni Financial Advisory Group, a prominent financial advisory firm. The move will allow Arax to expand its reach and services to a broader client base across the country.

Why it matters

The acquisition of Omni Financial Advisory Group represents a strategic growth move for Arax Investment Partners, allowing the firm to bolster its wealth management capabilities and client roster. It also signals ongoing consolidation in the financial advisory industry as firms look to gain scale and expand their service offerings.

The details

Through the acquisition, Omni Financial Advisory Group's team of experienced financial advisors and support staff will join Arax Investment Partners. Omni's existing clients will gain access to Arax's broader range of wealth management services, investment products, and resources. The combined firm will have over $12 billion in assets under management and a nationwide presence.

  • Arax Investment Partners announced the acquisition on March 30, 2026.

The players

Arax Investment Partners

A national wealth management firm that provides comprehensive financial planning and investment management services to individuals, families, and institutions.

Omni Financial Advisory Group

A prominent financial advisory firm that was acquired by Arax Investment Partners, expanding Arax's footprint and service capabilities.

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What they’re saying

“This acquisition allows us to bring our proven wealth management expertise to an even larger client base, while also benefiting from Omni's deep relationships and specialized advisory services.”

— John Williamson, CEO, Arax Investment Partners

“Joining forces with Arax is an exciting next chapter for Omni and our clients. We look forward to leveraging Arax's resources and scale to deliver even more comprehensive financial solutions.”

— Sarah Chen, President, Omni Financial Advisory Group

What’s next

The transaction is expected to close in the second quarter of 2026, pending regulatory approvals.

The takeaway

The acquisition of Omni Financial Advisory Group represents Arax Investment Partners' continued strategic growth and expansion in the wealth management industry, allowing the firm to enhance its service capabilities and reach a broader client base across the United States.