Firm achieves No. 8 ranking in revenue per advisor, reinforcing its position as a choice for high-performing financial advisors
CHICAGO, April 6, 2026 /PRNewswire/ — Arete Wealth, an independent broker-dealer and wealth management firm, announces its results in the 2026 Financial Advisor (FA) Magazine Independent Broker-Dealer Survey, highlighting strong advisor productivity, accelerating growth, and continued momentum across its platform.
Based on 2025 performance, Arete Wealth—through its affiliates—delivered a 28% year-over-year increase in revenue, representing the firm’s most significant growth acceleration in recent years.
In addition to overall growth, Arete Wealth ranked among the most productive advisor platforms in the industry, reporting an average of $647,655 in gross revenue per representative and placing No. 8 overall among all independent broker-dealers in the survey—ahead of many significantly larger firms.
“Financial professionals require differentiated solutions to attract sophisticated investors, such as pre-IPO shares of disruptive technology companies and institutional quality Alternative Investments. ” said David C. Levine, Chief Executive Officer of Arete Wealth. “Arete’s platform enables advisors to offer compelling investments, attract new clients, and become more productive.”
While Arete Wealth ranked No. 27 overall by total revenue out of 38 highlighted firms, its Top 10 standing in revenue per advisor underscores a differentiated approach within the independent broker-dealer landscape—one focused on advisor quality, customer care, and long-term practice growth.
“From the outset, our goal has been to build a firm where entrepreneurial advisors can truly thrive,” said Joshua D. Rogers, Founder and Executive Chairman of Arete Wealth. “These results reflect both the strength of that vision and the caliber of advisors who choose to partner with us.”
Arete Wealth’s platform combines traditional wealth management with access to alternative investments, private markets, and investment banking capabilities. This integrated approach enables financial advisors to deliver more sophisticated solutions, deepen client relationships, and grow their practices more effectively.
As the independent broker-dealer and RIA landscape continues to evolve, Arete Wealth’s combination of accelerating growth and top-tier advisor productivity reinforces its position as a compelling destination for experienced financial advisors seeking greater flexibility, opportunities to grow their practice and institutional-quality resources.
More details on the full FA Magazine 2026 Independent Broker-Dealer Survey and the results published on March 19, 2026, are available at fa-mag.com.
About Arete Wealth Inc.
Arete Wealth is a diversified financial services firm with more than $6.8 billion in assets under management. Founded in 2007, the firm and its family of companies provide full-service broker-dealer, registered investment advisory, and insurance solutions to advisors and the investors they serve.
As a recognized independent broker-dealer and RIA, Arete integrates wealth management with structured access to alternative investments and private market opportunities. The firm’s capabilities span wealth management, alternative investments, capital markets, investment banking, and specialty advisory services.
Known for its selective approach and rigorous due diligence, Arete evaluates opportunities across public and private markets to determine what may be appropriate for its advisors and their clients. Through thoughtful structuring and independent judgment, the firm supports long-term portfolio construction — advancing wealth through disciplined, intentional growth.
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.
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SOURCE Arete Wealth
