Arete Wealth Advisors, LLC

Arete Wealth Advisors, LLC (CRD# 145488) is a financial advisory firm headquartered in Chicago, IL. They manage $808,323,356 in 4,969 accounts and serve the financial needs of clients across 47 states (or territories).

By the Numbers
  • Total Assets Under Management
    808
    MILLION
  • Total Number of Accounts
    4,969
    ACCOUNTS
  • Average Account Value
    $162,673
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Arete Wealth Advisors, LLC
Showing 1 - 10 of 65 top financial advisors.
1
Erik C. Olson
CRD#: 4794857
1101 W Lake Street, 1st Floor, Chicago, IL 60607
100
Wealthminder
score

Erik Olson (CRD# 4794857) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 13 years of experience in the finance industry. Erik Olson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Benjamin L. Morrow
CRD#: 5770056
1101 W Lake Street, 1st Floor, Chicago, IL 60607
98
Wealthminder
score

Benjamin Morrow (CRD# 5770056) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 8 years of experience in the finance industry.

3
Richard A. Hiteshew
CRD#: 246947
61 Cornhill Street, Annapolis, MD 21401
96
Wealthminder
score

Richard Hiteshew (CRD# 246947) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Annapolis, MD and has over 34 years of experience in the finance industry.

4
Leanne A. Martin
CRD#: 4633600
40 Pleasant Street, Portsmouth, NH 03801
96
Wealthminder
score

Leanne Martin (CRD# 4633600) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Portsmouth, NH and has over 15 years of experience in the finance industry. Leanne Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Woodrow W. Willey
CRD#: 2924280
61 Cornhill Street, Annapolis, MD 21401
96
Wealthminder
score

Woodrow Willey (CRD# 2924280) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Annapolis, MD and has over 19 years of experience in the finance industry. Woodrow Willey has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Tucker K. Bixby
CRD#: 2990296
1101 W Lake Street, 1st Floor, Chicago, IL 60607
93
Wealthminder
score

Tucker Bixby (CRD# 2990296) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 18 years of experience in the finance industry.

7
Ross A. Blauwkamp
CRD#: 2835778
1101 W Lake Street, 1st Floor, Chicago, IL 60607
93
Wealthminder
score

Ross Blauwkamp (CRD# 2835778) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 21 years of experience in the finance industry.

8
Kelly L. Boesch
CRD#: 4902160
6600 Westown Parkway, Suite 190, West Des Moines, IA 50266
93
Wealthminder
score

Kelly Boesch (CRD# 4902160) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in West Des Moines, IA and has over 11 years of experience in the finance industry.

9
Nathan J. Brooks
CRD#: 5769694
Iowa City, IA
93
Wealthminder
score

Nathan Brooks (CRD# 5769694) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Iowa City, IA and has over 7 years of experience in the finance industry.

10
Daniel A. Brown
CRD#: 4056463
1101 W Lake Street, 1st Floor, Chicago, IL 60607
93
Wealthminder
score

Daniel Brown (CRD# 4056463) is an Investment Advisor Representative working at Arete Wealth Advisors, LLC in Chicago, IL and has over 6 years of experience in the finance industry.

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