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Read about GeoWealth in America's Best TAMPs 2023

GeoWealth has been featured in America's Best TAMPs for the past four years. In the newly published 2023 report, The Wealth Advisor ranked us as one of the fastest-growing TAMPs. Here's a snapshot of our growth, programs, and offerings:

📊  $20.5BN in AUA and $7.9BN in AUM*
🚀  Grew 390% between 2020 and today*
🏆  Focused on RIAs and Independent Advisors
⭐️  Specializing in UMAs and advisor-managed models
📈  Expansive model marketplace from trusted asset managers
🔑  Flexible, tiered pricing and able to work with most custodians
📌  Founded in 2010 and based in Chicago

Curious to learn more about why advisors are choosing GeoWealth to support their growth and operations? Download the full report, or head over to the online dashboard for an overview of our TAMP:

* Data as of November 2022.

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Colin Falls
President & CEO
GeoWealth

We understand that RIAs want three things, no matter their size or stage of business: more time, reliable support, and control over the way they run their firms. GeoWealth's tech-enabled, advisor-driven infrastructure is built to deliver all three, marrying a modern and continuously improving technology ecosystem with a high-touch service and support model. Those pillars are delivered alongside multi-custodial flexibility and the ability for advisors to manage their own models, access our top-quality strategists, or use a combination thereof via our innovative UMA technology. 

As operational costs increase along with client needs in today’s challenging economic environment, GeoWealth is positioned to help advisors drive firm profitability by alleviating back-office burdens and the costs associated with them, empowering advisors to focus on their clients.

Above all, we're raising the bar for the Turnkey Asset Management industry by transforming 'Platform' into 'Partner' with a relentless commitment to strategic and meaningful integrations, expanded customization capabilities, and ongoing innovation across all facets of our offering.

— Colin Falls, President & CEO

GeoWealth has been featured in America's Best TAMPs for 4 Years

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NOTE: Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated firm does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the firm or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the firm. A more thorough disclosure of the criteria used in making these rankings is attached or is available from the awarding organization.

America’s Best TAMPs is not a client of GeoWealth, however, America’s Best TAMPs was compensated for this publication. Any compensation creates a conflict of interest and this publication may not be representative of any other person’s experience with GeoWealth. Information presented on this program is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. Discussions and answers to questions do not involve the rendering of personalized investment advice or a solicitation. GeoWealth has not been compensated for this communication. This is not an endorsement or testimonial of any product or service. The information provided in this publication is intended for general information and educational purposes only. Investments are not guaranteed and are subject to investment risk, including possible loss of the principal amount invested. Past performance is no guarantee of future results.