Month: April 2025

Annual industry survey places firm in top revenue spots for alternative investments and advisor productivity

CHICAGO, Ill., Apr. 10, 2025 – Consistent with previous years, Arete Wealth has again been named a top Independent Broker-Dealer, according to an annual survey conducted by national industry news outlet Financial Advisor (FA).

Most notably, in cited 2024 revenue, the firm’s distribution from non-traditional sources was the second highest across all reporting ranked Broker-Dealers, with 50% of revenues coming from alternative investments or other unique wealth management channels.

The firm was also 13^th overall in gross revenue per representative, averaging nearly half a million dollars of annual revenue for each registered advisor.

“We’re proud to be recognized once again in this year’s industry rankings,” said Joshua D. Rogers, Founder and CEO of Arete Wealth. “Our reported numbers in alternative revenue recognition is a direct reflection of our advisors’ expertise, client trust, and our firm’s long-standing focus on innovative investment strategies. These results underscore the strength of our partnerships and the shared success we continue to build — together.”

“Arete Wealth continues to stand out by combining traditional wealth planning with a powerful suite of alternative investment opportunities,” said David Levine, Chief Operating Officer. “Our approach opens the door to institutional-style investing for retail clients, providing access to diverse, non-traditional assets. This commitment to broader access and advisor flexibility is what sets Arete Wealth apart — and drives the sustained growth we’re proud to see recognized.”

More details on the complete FA rankings can be sourced from the online publication at fa-mag.com/2025-independent-broker-dealer-survey.

About Arete Wealth Inc.
Founded in 2007 and headquartered in Chicago, Arete Wealth is a premier independent wealth management firm, investment bank, and registered investment advisor. The firm provides sophisticated financial solutions through institutional, full-service, and direct-to-consumer investment channels. Arete Wealth specializes in alternative investments, venture capital, private equity, investment banking, and financial and estate planning, serving high-net-worth individuals, institutions, RIAs, family offices, and investment sponsors. With over 60 offices nationwide, Arete Wealth is consistently ranked among the top independent hybrid broker-dealers in the U.S. Learn more at www.aretewealth.com.

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.

Media contact:
Nate Moster
513.240.9241
[email protected]

Firm Closes Previous Year with 103 Offerings Across 17 Asset Classes, Reinforcing Its Role as a Gateway to Sophisticated Private Market Opportunities

CHICAGO, Ill., Apr. 7, 2025 — Arete Wealth, a premier provider of alternative investment solutions and capital markets expertise, proudly announces a record-setting year, having raised over $534.7 million in capital in 2024. This milestone reflects the firm’s unmatched ability to connect investors with sophisticated financial professionals and exclusive opportunities across a wide range of asset classes.

The firm raised $250.4 million internally through its retail channels and an additional $284.3 million externally via its MBD (Managing Broker-Dealer) platform, illustrating a well-balanced approach to capital formation.

“Our continued growth and performance in 2024 reaffirm our commitment to innovation, integrity, and access,” said Joshua Rogers, Founder and CEO at Arete Wealth. “In a shifting financial landscape, investors are increasingly seeking diversification, and we’re proud to be their gateway to alternative investments.”

By the Numbers:

• Total Capital Raised: $534.7M
• Retail Capital (Internal): $250.4M
• MBD Capital (External): $284.3M
• Sponsors Engaged: 53
• Offerings Completed: 103
• Asset Classes Represented: 17

Arete Wealth’s platform supports a diverse mix of sectors including real estate, energy, operating companies, managed funds, and asset finance. The firm’s offerings range from REITs, opportunity zones, and hedge funds to private equity, litigation finance, oil & gas, and renewable energy — underscoring its role as a comprehensive provider of non-correlated investment opportunities.

“As we look ahead, Arete Wealth remains focused on expanding our suite of offerings while maintaining the highest standards of due diligence, transparency, and advisor support,” added Rogers.

Arete Wealth thanks its investors and sponsors for their trust and collaboration throughout 2024. Together, they continue to redefine the landscape of private capital markets.

About Arete Wealth

Arete Wealth, Inc. is a sophisticated financial services and wealth management firm offering expertise across investment banking, managing broker-dealer services, financial and estate planning, investment advice, asset management, insurance, annuities, and alternative investments. The firm provides financial solutions through institutional, full-service, and direct-to-consumer digital investment channels. Founded in 2007 and headquartered in Chicago, Arete Wealth has over 60 offices nationwide and is consistently ranked as a top independent hybrid broker-dealer and registered investment advisory firm. Learn more at www.aretewealth.com.

Media contact:

Nate Moster
513.240.9241
[email protected]