Quick Facts
Revenue, growth and (for ranks 1–15) rep and asset figures: Financial Planning IBD Elite 2026, self-reported by firms. Other figures as noted.
About Geneos Wealth Management
Geneos is a Colorado-based independent broker-dealer and RIA focused on top-tier advisory firms and flexible custody options.
Services Offered
Geneos provides brokerage and advisory services, portfolio construction, transaction processing, and succession and acquisition planning support for affiliated advisors.
Leadership
Russ Diachok, President & CEO (since Aug. 2025); Douglas Temple, CFO; founder Pam Clyde.
Geneos Wealth Management in the News
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Aug. 2026
Geneos ranked No. 5 for payout growth in Financial Planning's IBD Elite 2026 study, with average payout up 21% to about $589,000, and No. 6 for fee-based revenue mix (73.2%).
Source: Financial Planning (IBD Elite 2026 PDF)
Verify Geneos Wealth Management on FINRA BrokerCheck
Before working with any advisor affiliated with Geneos Wealth Management, review the firm's and the individual advisor's registration history and disclosures on FINRA BrokerCheck.