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Arete Wealth's Stellar Performance in the 2026 FA Magazine Survey

Arete Wealth, a distinguished independent broker-dealer and wealth management firm, has proudly announced its impressive standing in the 2026 Financial Advisor (FA) Magazine Survey. With remarkable growth metrics, the firm captured the No. 8 ranking in revenue per advisor, reinforcing its exceptional reputation as a choice destination for high-performing financial advisors.

In this year's survey, which evaluated performance based on 2025 data, Arete Wealth recorded a phenomenal 28% year-over-year increase in revenue. This marks the firm's most significant growth acceleration in recent years, showcasing its resilience and strategic direction in a competitive landscape.

Notably, Arete Wealth's impressive ranking underscores its high advisor productivity. The firm reported an average of $647,655 in gross revenue per advisor, placing it ahead of many larger competitors. This achievement illustrates Arete Wealth’s commitment to providing innovative solutions that cater to sophisticated investors.

David C. Levine, the Chief Executive Officer of Arete Wealth, stated, "Financial professionals require differentiated solutions to attract sophisticated investors, such as pre-IPO shares of disruptive technology companies and institutional-quality alternative investments." Arete's platform allows advisors to present compelling investment opportunities, fostering client attraction and enhanced productivity.

Despite ranking 27th overall based on total revenue out of 38 firms evaluated, Arete Wealth's Top 10 position in revenue per advisor highlights a unique approach in the independent broker-dealer sphere. The firm focuses keenly on advisor quality, customer service, and long-term growth practices.

Joshua D. Rogers, the Founder and Executive Chairman of Arete Wealth, expressed his vision: "From the outset, our goal has been to build a firm where entrepreneurial advisors can truly thrive." These results affirm the strength of this vision and the caliber of advisors that choose to join forces with Arete.

Arete Wealth's distinctive platform blends traditional wealth management with access to alternative investments, private markets, and investment banking services. This integrative approach empowers financial advisors to deliver more comprehensive solutions, enhance client relationships, and grow their practices efficiently.

As the independent broker-dealer landscape continues to evolve, the combination of accelerated growth and elevated advisor productivity at Arete Wealth strengthens its stance as a premier destination for experienced financial advisors. The firm continues to offer greater flexibility, growth opportunities, and access to institutional-quality resources, ensuring that advisors are equipped to serve the unique needs of their clients with sophistication and proficiency.

The comprehensive results of the FA Magazine 2026 Independent Broker-Dealer Survey were published on March 19, 2026. Additional details can be found on FA-Mag.com.

About Arete Wealth Inc.

Arete Wealth is a diversified financial services firm managing over $6.8 billion in assets. Established in 2007, Arete and its affiliated companies offer a range of services, including full-service broker-dealer offerings, registered investment advisory, and insurance solutions tailored to advisors and their clients.

Recognized as a leading independent broker-dealer and RIA, Arete integrates wealth management with structured access to alternative investments and private market opportunities. Known for its rigorous due diligence and selective investment approach, Arete evaluates public and private market opportunities to curate a tailored approach suited to its advisors and their clients. Through strategic structuring and independent judgment, the firm aims to support long-term wealth construction through disciplined and intentional growth.

Arete Wealth Advisors LLC and Arete Insurance Agency LLC are part of the Arete Wealth Management, LLC family. Advisory services are provided through Arete Wealth Advisors, which is registered with the SEC, while securities are issued by Arete Wealth Management, LLC, a member of FINRA and SIPC.