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

    June 30, 2021

    Prospecting in the New Virtual Age

    The world is changing rapidly, but one constant that financial advisors can have faith in is that success depends on continued growth. Consistent growth, however, isn’t an...
    June 23, 2021

    How to Strategically Specialize and Differentiate Your Practice

    It’s no secret that there has been a profound shift in the financial advisor community. More advisors are either moving toward (or expanding their reliance on) outsourcing...
    June 16, 2021

    Why the Client Experience Should Be Your Top Priority

    Fundamentally, financial advisors are “people” people. You’re in the business of guiding your clients’ financial lives, protecting their futures, and helping them...