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

November 10, 2020

Opportunities for Advisors Abound Despite Market Impact of COVID-19

Has the global pandemic impacted how people feel about investing? Our new American Financial Experience Survey says yes, and in a big way. Designed to gauge the attitudes...
October 22, 2020

Empowering Women in Financial Services

At AssetMark, we believe everyone should have access to financial planning and advice, and that our industry needs to continue to expand its recruiting and retention...
September 25, 2020

Untapped Opportunities Stemming from COVID-19

I just read a summary of a J.D. Power Wealth Management report on how advisors are handling COVID-19. While the pandemic has forced a command performance of crisis...