10 largest TAMPs by assets in 2023
8. GeoWealth
Total assets: $28.4 billion ($7.9 billion AUM, $20.5 billion AUA)
Website: www.geowealth.com
Custodians: All: Fidelity, Schwab, TD Ameritrade, Pershing, Goldman Sachs (Folio), Raymond James and more
Type of products: TAMP: advisor-managed and third-party model portfolios