Arete In The News

Arete Wealth’s Results in Prominent Industry Survey

InvestmentNews’ 2017 annual survey released

CHICAGO, Ill., April 26, 2017–
For the first time, Arete Wealth has participated in InvestmentNews’ Top Independent Broker-Dealer 2017 survey.

The firm, founded in 2007 by CEO Josh Rogers, has experienced growth in the financial services market and compares favorably against 74 other featured reporting firms who submitted company data to InvestmentNews for 2016.

Compared to the other survey participants, Arete ranked 4th overall in year-over-year growth in pre-tax earnings for 2016. The firm was also in the top 10 for both year-over-year growth in revenue and year-over-year growth in producing reps in 2016. Arete was also near the top 10 for year-over-year growth in total account assets from the same year.

“I couldn’t be prouder of what Arete has achieved, and this national news is just one of the reasons why,” states Rogers. “As an independent firm, we provide a wide range of alternative investments, some of which you won’t find at other firms. Our independence equals agility to bring investors exciting offerings in venture capital, renewable energy, sophisticated asset finance, real estate and more. From the growth we’ve experienced, we’ve learned – and we’ll keep moving in the right direction.”

More details, including the online version of InvestmentNews’ publication for the week of April 24, 2017 featuring the Top Independent Broker-Dealers for 2017, can be accessed by subscription at

About Arete
Arete Wealth Management is the financial investment entity within the Arete family of companies. Arete is a full-service Broker-Dealer, Registered Investment Advisor (RIA) and Insurance firm. The company offers wealth management for high-net worth individuals and institutions, alternative investment access, venture capital and private equity programs. Headquartered in Chicago, the firm’s financial management products and services are offered through more than 25 offices and over 100 advisors nationwide.

Media Contact
Nate Moster, Chief Marketing Officer