Merrill
46yrs
Top advisor by experience in Gilbert
23yrs
Based in Gilbert, Arizona, James Devary is a fiduciary financial advisor with 23 years of industry experience. James has been with Arete Wealth Advisors since 2025; before that, James spent four years at A.G.p / Alliance Global Partners and five years at B. Riley Wealth Advisors. Arete Wealth Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 520 advisors with offices in Gilbert, and one of 502 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 19% by experience in Gilbert
OfficeGilbert, AZ
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$484,172
Advisors at the firm145
States licensed ?2 states
Services through Arete Wealth Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2025 – nowArete Wealth Advisors, LLCCurrent firm
- 2021 – 2025A.G.P. / Alliance Global PartnersPreviously
- 2016 – 2021B. Riley Wealth Advisors, Inc.Previously
Contact James
Gilbert, AZOffice · Get directions Firm main line(312) 940-3684Headquarters: Arete Wealth Advisors · Chicago, ILIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask James
Tailored to James’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About James
How do I contact James?
Call Arete Wealth Advisors at (312) 940-3684 and ask for James Devary. James works from the Gilbert, AZ office.
How long has James been a financial advisor?
James has been in the industry since 2003, about 23 years. Top 19% by experience in Gilbert.
What licenses does James hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Arete Wealth Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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