News
Top Independent Broker-Dealer Arete Wealth ranks 4th in overall revenue growth
Annual industry survey results released from InvestmentNews
CHICAGO, Ill., April 23, 2020 – Arete Wealth has been named a ‘Top Independent Broker-Dealer’ by InvestmentNews.
Rankings are based on firms participating in InvestmentNews’ annual independent broker-dealer survey. In comparison to over 130 firms providing data, Arete Wealth ranked in the top 50 for overall revenue. Notably the firm was 4th in overall year-over-year revenue growth, 6th in commission revenue growth and 7th in alternative investment revenue.
This announcement accompanies Arete Wealth’s recent mentions on Financial Advisor magazine’s 2020 B-D Ranking list as well as WealthManagement.com’s Thrive Award for Fastest-Growing Advisors in 2019.
“I’m proud of our performance in InvestmentNews’ survey,” stated Arete Wealth CEO Josh Rogers. “As an independent firm, we partner with advisors and investors on smart offerings in venture capital, renewable energy, asset finance, real estate and more. When combined with our strong focus on due diligence, our growth shows.”
To further demonstrate the firm’s sophisticated approach to alternative investments, in addition to the numbers reported in InvestmentNews’ survey, Arete Wealth showed 44% year-over-year growth in alternative investment products, recording $75M invested into alternatives in 2015 with $166M reported at the close of 2019.
More details on the InvestmentNews rankings can be accessed at the Broker-Dealer Data Center on www.investmentnews.com.
About Arete Wealth
Arete Wealth is an exclusive family of financial companies including a full-service Broker-Dealer (BD), Registered Investment Advisor (RIA) and Insurance firm. The firm has smartly guided advisors and high-net-worth investors through alternative investment access, investment banking, private equity programs and other traditional financial planning since 2007. Annually, the firm ranks as one of the country’s top independent Broker-Dealers across multiple industry surveys*. Headquartered in Chicago, Arete Wealth investments and services are offered through 35 offices and 145 registered advisors nationwide. Find out more at www.aretewealth.com.
*Based on revenue growth as noted in InvestmentNews, Financial Advisor & WealthManagement.com, 2019
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 and SIPC.
Contact
Nate Moster, Chief Marketing Officer
312.940.3684 l Nate.Moster@AreteWealth.com
