We empower independent advisors

As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves.

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Digital Solutions

Compelling Wealth Management Technology

From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, administrative tasks, and more time on your clients.

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Service and Support

Scalable, Personalized Service

AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly, customize your solutions, and connect with you.

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Investment Management

Curated Investment Solutions

Use our platform to build portfolios that align with your clients’ risk tolerance and ensure the focus stays on their long-term goals. We offer a range of investment solutions designed to meet your client’s financial objectives. Choose from turnkey or DIY portfolios, custom high-net-worth solutions, and retirement services—all researched and monitored by a team of due diligence and investment professionals.

Meet Your Goals, Overcome Your Challenges

AssetMark’s services are designed to help financial advisors advance their practice no matter what their size, goals, or specialty. Explore our solutions to identify the right approach for you.

0 Hours saved per week when outsourcing investment management
0 % Growth in assets under management on average
0 % Respondents reporting that outsourcing improved their client relationships

Considering Outsourced Investment Management?

Outsourcing to a third-party investment platform can feel like a big change. That’s why we studied the outcomes of advisors who switched—so you can see the value of outsourcing for you and your clients.

Download The Whitepaper Download The Study Highlights
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News and Events

Join Our Community

Stay connected to your peers and keep up to date with the latest trends, developments, and thought leadership in the financial industry.

Latest AssetMark Posts

March 26, 2021

How Financial Advisors Can Diversify Their Offering

Specialization certainly has its benefits: Financial advisors who specialize build up deep knowledge in their chosen niche, and clients looking for that particular service...
March 22, 2021

Busting 3 myths about financial advisor client communication

Consider the financial advising experience from the client perspective. They’ve decided to entrust a stranger with a huge portion of their assets. More than that, they’ve...
February 12, 2021

Transparency, Client Trust, and Abraham Lincoln

With President’s Day top of mind, consider this: Abraham Lincoln was both a lawyer and a politician, and yet somehow, he earned the nickname “Honest Abe”. When you think...