For the seventh year in a row, we’re proud to be listed among America’s Best TAMPs in the annual report curated by The Wealth Advisor. We are honored to take our place among other industry leaders seeking to deliver differentiated, turnkey solutions to financial advisors. The 2026 edition of America's Best TAMPs is now available for download with in-depth features on the most dynamic providers in the TAMP market.
In this blog post, we are highlighting what advisors and home offices should know about GeoWealth as they evaluate the right platform for their firm. No two TAMPs are exactly alike, so due diligence is the key to finding the right provider for your needs.
The Wealth Advisor’s editors conduct a poll of investment advisors each year, with the latest poll showing that 45% of advisors are professionally engaged with at least one TAMP. The editors point to GeoWealth’s recent launch of its industry leading private model marketplace as a signal that private markets are no longer an institutional-only conversation—they are becoming a standard component of the advisor toolkit.
The Wealth Advisor says that the Turnkey Asset Management Platform industry has reached an inflection point paved by several key trends:
“The advisors and firms best positioned for what comes next share a common understanding. The managed money model is not the future of wealth management. It is the present. The only question that remains is how fully each firm intends to embrace it, and how much ground they are willing to cede to those who already have.” – Scott Martin, Editor-in-Chief, The Wealth Advisor
In the report, The Wealth Advisor tabulates the 10 fastest-growing TAMPs based on annualized growth rate between 2022 and 2025. In this methodology, GeoWealth is spotlighted as the sixth-fastest growing TAMP at 48.33% annual growth, representing an inflow of $29 billion in platform assets during that three-year period. As of publication, GeoWealth has $49 billion in platform assets.
True Freedom was identified as the fastest-growing TAMP with a total of $1.56 billion in platform assets, followed by Greenrock with a total of $1 billion.
“Scalability. Flexibility. Choice. These principles guide GeoWealth and inform the strategy and product development of our enterprise technology platform built for RIAs. Whether firms are looking to streamline operations, improve client service, or scale their business, GeoWealth is committed to helping RIAs of any size optimize their practices.
Anchored by our proprietary portfolio accounting engine and differentiated UMA framework, GeoWealth delivers a tech-enabled, advisor-driven infrastructure that unifies operational efficiency with sophisticated portfolio construction. Advisors can manage public and private market exposures within a single, fully integrated account structure—without adding administrative complexity.” – Colin Falls, Chief Executive Officer, GeoWealth
GeoWealth’s profile in the 2026 edition of America’s Best TAMPs lists the strategic features that we make available to RIAs and Home Offices to support their efficiency and scaling, including:
GeoWealth continually invests in platform development focused on scalable automation and integrated public-private portfolio capabilities to streamline access to private investments. Over the past few years, the firm has announced partnerships with leading asset managers including Apollo, BlackRock, Goldman Sachs Asset Management, and J.P. Morgan Asset Management to deliver customizable public-private model portfolios.
These partnerships helped enable GeoWealth to be first to market with customizable model portfolios spanning both public and private assets delivered through a unified managed account (UMA). While many platforms emphasize either operational efficiency or investment access, GeoWealth delivers both—pairing end-to-end back-office automation with differentiated investment capabilities that bridge public and private markets within a single, fully managed account.
We built GeoWealth to be solution-oriented. Advisors’ needs and wants will always inform the direction of our offering. Since our founding in 2010, GeoWealth has sought to push the definition of ‘TAMP’ forward. We’re proud to be recognized as one of America’s Best TAMPs as we pursue that vision.
To see GeoWealth in action, schedule a demo with our team today.
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.
GeoWealth is separate and unaffiliated with JPMC Strategic Investments Group I Corporation, an affiliate of J.P. Morgan Asset Management (JP Morgan), Apollo Management Holdings, L.P. (Apollo), Goldman Sachs Asset Management, L.P. (GSAM) and Blackrock SMI, LLC, an affiliate of Blackrock Investment Management (Blackrock), however, Apollo, BlackRock and JP Morgan own a non-controlling interest in GeoWealth's parent company, GeoWealth, LLC.