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GeoWealth
GeoWealth is an SEC-registered investment adviser in Chicago, IL, registered since 2010. The firm manages $17.6 billion in assets, with $6.8 billion on a...
GeoWealth
GeoWealth is an SEC-registered investment adviser in Chicago, IL, registered since 2010. The firm manages $17.6 billion in assets, with $6.8 billion on a discretionary basis. It has 88 employees and 20 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
AUM
>$28B in platform assets (per BlackRock, 2024, citing GeoWealth)
Location
Region
North America
Country
United States
City
Chicago
Corporate office
Chicago, IL, United States
Principals
Colin Falls
Chief Executive Officer
Jack Hannah
Head of Investment Solutions
Sector focus
Frequently asked questions
How does GeoWealth differ from a traditional TAMP?
GeoWealth positions itself as an infrastructure layer rather than a proprietary asset manager. Advisors can blend their own model portfolios with third-party strategies from firms like BlackRock, Dimensional, and Vanguard inside a single managed account, while most TAMPs steer advisors toward the platform’s in-house investment products. The firm’s open-architecture approach treats the advisor’s intellectual property as equal to any external manager’s on the same operational rail.
What is GeoWealth's relationship with BlackRock?
BlackRock made a minority equity investment in GeoWealth in 2023 and expanded the partnership in May 2024. The expanded deal integrates BlackRock's custom model portfolios and Aperio direct indexing capabilities into GeoWealth's unified managed account platform. Distribution flows through BlackRock's US Wealth Advisory business, but GeoWealth remains an independent, multi-manager platform open to competitors' strategies.
Does GeoWealth offer direct indexing?
Yes. The platform supports direct indexing through partnerships, with the BlackRock-Aperio integration announced in May 2024 being the most notable. This enables personalized tax management and custom index construction inside a unified managed account framework, rather than requiring a separate SMA wrapper.
Who runs investment decisions at GeoWealth?
Colin Falls, as CEO, drives overall firm strategy. Jack Hannah serves as Head of Investment Solutions, overseeing the model marketplace and portfolio construction services the platform delivers to advisors. The firm's posture is that investment decisions sit with the RIA or end-client, not with GeoWealth — the company provides the infrastructure and diligence framework, not discretionary management.
How does GeoWealth source its advisor relationships?
GeoWealth sells directly to RIAs and through strategic partnerships. The BlackRock relationship provides distribution into the US Wealth Advisory channel, while the firm also maintains a direct sales force targeting independent advisory firms. The platform's open-architecture model appeals to breakaway advisors and established firms that want to retain proprietary investment strategies while outsourcing trading and operations.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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