the FA the rankings also reveal that Arete Wealth is the highest ranked independent broker based in Chicagoone of the world’s leading financial centers.
Arete Wealth is the only FA-company classified for listing “alternative investments” as its exclusive specialization. The company’s highly regarded art and wine advisory practice, an exclusive service for its financial advisors and their clients, is considered the only one of its kind in the United States offered by a financial services company.
“We are extremely proud and honored to see Arete Wealth continue its steady ascent in the all-important FA annual survey of independent brokers,” said Joshua D. Rogers, founder and CEO of the company. “Arete Wealth’s growth is the result of a commitment to providing our valued clients with investment opportunities they could not find elsewhere with the most knowledgeable financial advisors in the industry.”
Mr. Rogers also cited last year’s successful acquisition of Center Street Securities for the company’s dramatic rise in the FA survey, noting that the deal has cemented Arete Wealth’s industry-leading position as a provider of alternative investments.
Adding to its 2021 banner, Arete Wealth announced in November that it had entered into a unique two-year agreement with Masterworksa provider of art investment securities, to open a branch affiliated with New York City and act as co-manager, broker-dealer, underwriter and placement agent for all of Masterworks’ art securities products offered for sale under principal offerings.
The new office, Arete Wealth’s first in New York City, will operate under the Masterworks brand and participate as a syndicate member in any transaction appointing Arete Wealth as co-manager. The case was reported by The Financial Times and several leading trade publications.
Arete Wealth, which is celebrating its 15th anniversaryand anniversary throughout 2022, plans to hold several commemorative events in Chicago and Nashvillewhere the firm will hold its annual meeting in September.
About Arete Wealth
Through its full-service broker, registered investment advisor and insurance units, Arete Wealth Inc. has been providing comprehensive and sophisticated wealth management services to investors, clients and partners since 2007. Chicagooffers high net worth investors access to a unique range of alternative investments in addition to providing services including investment banking, private equity programs and other traditional financial planning.
Arete Wealth manages over $6.0 billion of total assets through its 252 registered representatives in 92 offices across the United States
Leanne Farleyvice president of marketing
SOURCE Arete Wealth