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.
*corporate revenue from 2019-2020
*corporate revenue from 2016-2020
Numbers as of 5/1/21
Arete Through The Years
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Arete Founded
Arete Wealth is founded by Joshua D. Rogers
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100th Advisor
Arete welcomes 100th advisor to the firm
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Art & Wine Program Introduced
The firm connects clients with expert advisors in art, wine, collectibles and insurance for their lifestyle needs.
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Chicago’s Coolest Offices
Arete Wealth home office named editor’s choice as “Chicago’s Coolest Office” by Crain’s Chicago
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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
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On The Grow
Arete moves from a small-sized to an industry mid-sized firm classification.
