Who is geneos wealth management? Geneos Wealth Management is our broker dealer and they are based in Centennial, Colorado. Geneos is an independent Securities Broker/Dealer and Registered Investment Advisor that, through a network of successful professionals, provides financial and estate-planning services nationwide.How many advisors does geneos have? Geneos Wealth Management, registered in 2003, serves 52 state (s) with a licensed staff of 210 advisors. Geneos Wealth Management manages $4.6 billion and provides investment advisory services for 18,719 clients (1:90 advisor/client ratio).Why work with geneos? WITH THE BEST. SURROUND YOURSELF WITH THE BEST. Built from the ground-up by successful advisors and back office experts that understand advisors, Geneos seeks to foster a culture of caring, professionalism, and progressive problem—solving backed by a proven track record of success-an environment where you can truly thrive. OUR COMMITMENT.