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Geneos Wealth Management, Inc.
SEC RegisteredThe Preferred Partner for Top-Tier Advisory Firms
Assets Under Management
$5B–$25B
Office Locations
26 offices
Total Accounts
33378
About the firm
Geneos Wealth Management is a broker-dealer and RIA platform that partners with independent financial advisors. The firm offers custody options through Pershing, National Financial Securities, Fidelity, Schwab, and others, and supports advisors whether they operate under their own RIA or Geneos' RIA. It has been recognized as a seven-time winner of Broker-Dealer of the Year by Investment Advisor.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
IndividualsHigh Net WorthCharitable OrganizationsCorporations
Areas of expertise
Broker-dealerRIA PlatformIndependent AdvisorsAsset CustodySuccession PlanningAcquisition PlanningWealth Management
Services
Broker-dealer and RIA platform services including asset custody options, technology tools, succession and acquisition planning, monetization options, and home office support for independent advisors
Who they serve
Independent financial advisors and advisory firms seeking greater flexibility, independence, and support in running their businesses
Leadership
Russell Rhine Diachok
PRESIDENT & CEO
George Theodore Diachok
CHAIRMAN
Inc Gwm Holdings
STOCKHOLDER
Russell Rhine Diachok
SHAREHOLDER
George Theodore Diachok
SHAREHOLDER
Raymond Corey Olson
CFO/CONTROLLER
Office locations
26 offices in 15 states
CO
EnglewoodHQ
OK
Tulsa
OK
Ardmore
AZ
Flagstaff
PA
Lancaster
VA
Roanoke
PA
Pittsburgh
PA
Douglassville
CO
Lone Tree
AZ
Scottsdale
FL
St Augustine
CO
Denver
NC
Fayetteville
AZ
Glendale
VA
Radford
MO
Kansas City
MN
Rochester
IN
Sellersburg
TN
Knoxville
CO
Centennial
UT
Cedar City
AZ
Scottsdale
IL
Homer Glen
PA
Wexford
TX
Addison
CA
San Gabriel
Advisors at this firm
Showing 100 of 193
Richard Mark Braverman
Investment Adviser Representative
Garry Dean Dippel
Investment Adviser Representative
Jeffrey John Stenroos
Investment Adviser Representative
Glenn Michael Coleman
Investment Adviser Representative
Darrell Edward Stoner
Investment Adviser Representative
Wendy Margaret Nelson
Investment Adviser Representative
James Raymond Carroll
Investment Adviser Representative
Clarence Andrew Krepps Jr
Investment Adviser Representative
Joseph Sylvester Sturniolo
Investment Adviser Representative
Cindy Marker Hegy
Investment Adviser Representative
Larry Robert Mitchell
Investment Adviser Representative
Charles Roy Bigbie III
Investment Adviser Representative
Lowell James Adrian
Financial Professional
Michael Arthur Langlois
Investment Adviser Representative
David Arthur Asbury
Investment Adviser Representative
Thomas Eugene Brock
Investment Adviser Representative
Aleen Maree Swofford
Investment Adviser Representative
Stephen Philip Sorich
Investment Adviser Representative
Curtis Allen Zeigler
Investment Adviser Representative
Jeffrey Wright Helms
Investment Adviser Representative
Steven Dominic Arrigan
Investment Adviser Representative
Kathryn Ann Mullenaux
Investment Adviser Representative
Marc Allan Silverman
Investment Adviser Representative
David Lee Stevens
Investment Adviser Representative
Roger Dale Cross
Investment Adviser Representative
Kristin Janine Sesko
Investment Adviser Representative
Lois Rebecca Stouffer
Investment Adviser Representative
Quentin Morrow Moore II
Investment Adviser Representative
Daniel Charles Stewart
Investment Adviser Representative
Timothy Curtis Shank
Investment Adviser Representative
Michael John Osland
Investment Adviser Representative
Cynthia Ruth Low
Investment Adviser Representative
Douglas Allan Rader
Investment Adviser Representative
Mary Howlett Plott
Investment Adviser Representative
Angela Rene Rehkop
Investment Adviser Representative
James Lee Young
Investment Adviser Representative
Stephen Guy Shipp Jr
Investment Adviser Representative
Carol Hodiak Chaney
Investment Adviser Representative
Todd Patrick Bishop
Investment Adviser Representative
Daniel Gordon Mussack
Investment Adviser Representative
Peter Helmut Vanflein
Investment Adviser Representative
James Grant Taunton
Investment Adviser Representative
Jeffery Charles Peoples
Investment Adviser Representative
David Eric Nobles Sr.
Investment Adviser Representative
Craig John Tolzman
Investment Adviser Representative
Richard Michael Kaul
Investment Adviser Representative
A Carlis Carroll
Investment Adviser Representative
William White Whidden
Investment Adviser Representative
Lester Gay West
Investment Adviser Representative
Richard Paul Costner
Investment Adviser Representative
Roger Brown Deal
Investment Adviser Representative
James Douglass Hoyt
Investment Adviser Representative
Lawrence Paul Finch
Investment Adviser Representative
Andrea Patricia Carpenter
Investment Adviser Representative
Brian Patrick McGuire
Investment Adviser Representative
James Pronk Tate III
Investment Adviser Representative
William David Coffman
Investment Adviser Representative
Karolyn Rucker Lunsford
Investment Adviser Representative
Max David Anderson
Investment Adviser Representative
Keith Maclean Todhunter-Schaafsma
Investment Adviser Representative
Joseph Ernest Rice
Investment Adviser Representative
Christopher John Miller
Investment Adviser Representative
Mark Glenn Petrie
Investment Adviser Representative
Jeffrey Scott Thompson
Investment Adviser Representative
Wesley Nathan Price
Investment Adviser Representative
Timothy James Kenkel
Investment Adviser Representative
Christine Mary Kelley
Investment Adviser Representative
John Christopher Anderson
Investment Adviser Representative
Dana Paul Basballe
Investment Adviser Representative
Joseph David Leal
Investment Adviser Representative
Yvonne Renee Smith
Investment Adviser Representative
Anne Coffman Howe
Investment Adviser Representative
Michelle Dawn France
Investment Adviser Representative
Dean Allen Rager
Investment Adviser Representative
Eric Lee Souders
Investment Adviser Representative
Kari Ann Brown
Investment Adviser Representative
William Charles Reynolds
Investment Adviser Representative
Steven Frederick Bell
Investment Adviser Representative
Gregg Charles Parker
Investment Adviser Representative
Timothy James Russell
Investment Adviser Representative
Pamala Ann Reichert
Investment Adviser Representative
David Sean Carl
Investment Adviser Representative
Tony Gene Griepentrog
Investment Adviser Representative
Ryan Allen Hobbs
Investment Adviser Representative
Patrick Edward Nolen
Investment Adviser Representative
Thomas Rudolf Philipp
Investment Adviser Representative
Ryan Wesley Diachok
Investment Adviser Representative
Jason Allen Lauritsen
Investment Adviser Representative
Christopher Scott Draughon
Investment Adviser Representative
George Richard Truitt Jr.
Investment Adviser Representative
Sharon C Jennings
Investment Adviser Representative
John Allen Kiefer
Investment Adviser Representative
Craig Edward Williams
Investment Adviser Representative
Matthew Paul Adrian
Investment Adviser Representative
Gerard Gruber
Investment Adviser Representative
Brian Jason Murphy
Investment Adviser Representative
Michael Trent Ware
Investment Adviser Representative
Jeremy Scott Mitchell
Investment Adviser Representative
Ramona Lisa Malec
Investment Adviser Representative
Kirk Nicholas Wilson
Investment Adviser Representative
Regulatory & compliance
CRD number
#120894
SEC Number
801-62331
Disciplinary History
Yes
Fees & Minimums
Fee arrangements the firm reports: AUM / Hourly / Flat Fee
Data as of April 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
geneoswealth.comPhone
303-785-8470Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Geneos Wealth Management, Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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