A complete list of active advisors currently associated with Arete Advisors

Warmer can help you find a great advisor at Arete Advisors or one who fits your needs even better.

Arete Advisors provides discretionary and non-discretionary asset management, financial planning, and consulting to individuals (including high-net-worth clients) and privately held businesses. The firm also works with retirement plans and offers ERISA plan services for 401(k), 403(b), pension and profit-sharing arrangements, alongside business consulting such as enterprise valuation and exit planning. The firm tailors investment strategies to client objectives using fundamental and technical analysis and documents goals in client profiles and investment policy statements. Arete may implement portfolios directly or through managed platforms available via LPL Financial (including Optimum Market Portfolios and Model Wealth Portfolios), and it oversees the selection and monitoring of sub‑advisors used on those platforms. Compared with many similar independent advisers, Arete is notable for sponsoring a wrap fee program that combines management and transaction services and for maintaining an affiliated insurance business that occupies a substantial portion of the principal’s time; the firm discloses this relationship and states clients are not required to purchase insurance products. The firm’s provision of corporate and pension consulting services, and its ability to act as either a 3(21) or 3(38) ERISA fiduciary for retirement plans, are also less common among peers.

To learn more about the advisors currently working at Arete Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.