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ARA PARTNERS

HOUSTON, TX · CRD 298845 · IAPD ↗ · arapartners.com · (713) 337-9150

$6.79BRegulatory AUM
41Advisory reps
95Employees
0Clients
n/aPlanning clients
41Private funds
3States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

64
April 2025 — ARA PARTNERS grew from 32 to 41 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
32
April 2024 — ARA PARTNERS notice-filed in DC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
40
April 2024 — ARA PARTNERS added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
April 2024 — ARA PARTNERS reported RAUM up 88% ($3.28B -> $6.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
64
April 2024 — ARA PARTNERS grew from 23 to 32 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.