Arete Wealth Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chicago, IL. Its latest Form ADV filing, dated February 6, 2026, reports $2.7B in regulatory assets under management, 135 employees, 26 offices, and 5,424 accounts.
Assets Under Management
$2.7B
Employees
135
Offices
26 offices
Total Clients
5,426
Primary office
CHICAGO, IL
1115 W FULTON MARKET, 3RD FLOOR, CHICAGO, IL, United States
Top client segmentHNWI represent 63.4% of total clients.
Top client categories% of clientsClients
1
HNWI
63.4%
3,441
2
Individuals
34.1%
1,848
3
Corporations
2.1%
116
4
Charitable
0.2%
12
5
Pension Plans
0.2%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.7Bas of February 6, 2026
Discretionary100.0%
$2.7B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.7B
Total Accounts5,424
10Y AUM Change+$1.9B (+239.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees135
Clients per Employee40:1
10Y Employee Change+82 (+154.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.