At a Glance

  • Full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm
  • 35 offices
  • 140 advisors
  • 95% of clients are accredited investors
  • Empowering advisors to manage high-net worth clients since 2007

The Arete Difference

Arete Wealth is at the forefront consistently ranked in the top tier of mid-size financial services firms in the U.S.

Along with noted performance comes our style: a smart, sophisticated approach that sets us apart. How do we know this? We hear it often from advisors, product partners and investors.

No other financial services firm—public or private—offers the unique combination of institutional investment access, commitment to due diligence and alternative investments.

Wealth Planning & Management

Investment Banking

Capital Markets (MBD Services)

Insurance

Art & Wine Advisory

Awards and Recognition

Arete Wealth Advisors LLC and Arete Insurance Agency LLC are affiliates of Arete Wealth Management, LLC. Advisory services offered through Arete Wealth Advisors, an SEC registered investment advisor. Securities offered through Arete Wealth Management, LLC, member FINRA, SIPC and NFA.