Who is Arete Wealth?

A recognized, ranked independent Broker-Dealer and RIA

Arete Wealth is a family of financial companies including a full- service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm.

We exist with one main focus: to offer comprehensive wealth management that builds favorable financial futures for our investors, clients and partners.

Arete Wealth has been helping advisors and investors achieve their wealth goals since 2007, and throughout our growth, our core value of excellence through intellect and integrity has never wavered.

$ 0 B
Assets Under Advisement
0 +
Alternative
Investments

 *Numbers as of 7/15/20

0
OFFICES
0 %
Year-over-year growth in alternative investments
0
Wealth Advisors
0 %
5-year
growth rate*

*corporate revenue from 2015-2019

Arete Through The Years

  • Arete Founded

    Arete Wealth is founded by Joshua D. Rogers

  • 100th Advisor

    Arete welcomes 100th advisor to the firm

  • Art & Wine Program Introduced

    The firm connects clients with expert advisors in art, wine, collectibles and insurance for their lifestyle needs.

  • Chicago’s Coolest Offices

    Arete Wealth home office named editor’s choice as “Chicago’s Coolest Office” by Crain’s Chicago

  • Selected For FINRA’s National Adjudicatory Council

    Arete Wealth CEO Josh Rogers wins an elected seat to represent over 3,000 member firms on FINRA’s National Adjudicatory Council

  • On The Grow

    Arete moves from a small-sized to an industry mid-sized firm classification.

  • Ranked No. 3

    Arete Wealth is ranked #3 on Investment News’ “10 Fastest Growing IBDs” list and in the top 10 for alternative investment revenues

  • 2019 Top Independent Broker Dealer

    Firm retains Top Independent BD status with InvestmentNews and also hits Financial Advisor’s (FA) BD Rankings and WealthManagement.com’s Thrive list of fastest growing advisors

  • 2020 Top Independent Broker Dealer

    Another year of Top Independent Broker Dealer status with InvestmentNews and also on Financial Advisor’s (FA) BD Rankings and WealthManagement.com’s Thrive list of fastest growing advisors

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