A Singular Focus That Has Earned the Trust of Top-Earners

Since 2002, we’ve specialized in supporting accomplished independent Advisors, drawing on our own technical expertise in operations and compliance. Geneos is a boutique firm with 275 elite Advisors, partnering exclusively with reputable professionals. We intentionally limit our size, focusing on quality over quantity.

Since our founding, Geneos has evolved to meet the changing needs of Advisors and financial regulations. By working collaboratively with Advisors, we provide concierge services that streamline operations through innovative solutions. Our track record demonstrates consistent growth and success.

At Geneos, we prioritize Advisors and view our home office staff as partners, maintaining our commitment to RIA excellence and independence. We aim to provide experienced leadership to support modern, independent advisory firms and value our Advisors as both friends and family.