This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Capital Group ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 01-16-2019
- Office Locations
- 1
Office Locations
About Arete Advisors
Arete Advisors is a Houston-based advisory firm focused on business owners and executives, pairing business advisory with wealth management to help clients navigate major life and liquidity transitions. The team emphasizes exit planning and employee incentive planning to retain management through ownership changes. Portfolios are built around asset allocation and risk management using model portfolios with mutual funds and ETFs, with access via LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 93.4% is discretionary and 6.6% is non-discretionary.
The firm reports 1 advisory representatives and 95 clients, or 95 clients per representative. That equates to $563.2K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on August 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Arete Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
Unlock the underlying categories and values
The full Arete Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
No owner records available.
Showing 0 of 0 owners & executives
Unlock allContacts
DAVID A TOLSON
President
- CRD
- #4787645
Showing 1 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,987,073 | -- |
| Non-Discretionary | $3,520,727 | -- |
| Total | $53,507,800 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Arete Advisors has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.