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- Custodian
- Fidelity/NFS · Pershing
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-01-2002
- Office Locations
- 115
Office Locations
About Geneos Wealth Management, Inc.
Geneos Wealth Management is a broker-dealer/RIA partner for independent advisory firms and wealth managers, offering responsive home-office support, advisor community, and growth-focused technology. Advisors can keep their own RIA or register under Geneos’ RIA, with custody flexibility including Pershing and Fidelity/NFS. Geneos also provides succession and acquisition options and supports ETF and mutual-fund portfolio implementation. Seven-time Broker-Dealer of the Year (Investment Advisor).
Reported data analysis
What the numbers show
Between March 14, 2025 and April 10, 2026, reported AUM increased 64.7%, from $5.6B to $9.2B.
Across 5 reported observations, AUM increased 135.3% between October 31, 2022 and April 10, 2026, from $3.9B to $9.2B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 200 advisory representatives and 21,807 clients, or 109 clients per representative. That equates to $422.7K in reported AUM per client.
The profile lists 115 reported office locations and 24 years in operation. The source data was last updated on April 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Geneos Wealth Management, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JODEE MAY BRUBAKER-RAGER
President
- CRD
- #1888958
- Ownership
- Less than 5%
RUSSELL RHINE DIACHOK
Broker, DIRECTOR
- CRD
- #1049804
- Ownership
- Less than 5%
Showing 2 of 7 owners & executives
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MATTHEW PAUL ADRIAN
Financial Consultant
- CRD
- #4461417
JAMES JULE ALBERTS
President
- CRD
- #2768576
Showing 2 of 269 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $9,212,991,461 | $276,061 |
| Non-Discretionary | $4,171,577 | $834,315 |
| Total | $9,217,163,038 | $276,145 |
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Separately Managed Accounts
SMA allocation detail is available
Geneos Wealth Management, Inc. has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Geneos Wealth Management, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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