Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About Arete Wealth
Arete Wealth is a Chicago-based independent broker-dealer, RIA and insurance agency known for alternative investments and capital markets work.
Services Offered
Arete offers brokerage and advisory services, alternative investment access, private equity programs, insurance, and investment banking through its new Arete Capital Partners division.
Leadership
David Levine, CEO; Joshua D. Rogers, founder & Executive Chairman; Glenn Worman, CFO.
Arete Wealth in the News
-
Sept. 10, 2026
Arete launched Arete Capital Partners, a dedicated investment banking division led by Renny Kuruvilla, covering IPOs, private placements, M&A and restructuring.
Source: PR Newswire -
Feb. 6, 2026
Founder Joshua Rogers moved to Executive Chairman, and COO David Levine became CEO of the holding company after a record 2025.
Source: PR Newswire
Verify Arete Wealth on FINRA BrokerCheck
Before working with any advisor affiliated with Arete Wealth, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.