This is what outsourcing with AssetMark looks like.

What’s Holding You Back?

Expand My Solutions

pain point

Your clients expect holistic financial guidance, including retirement planning, tax strategies, private markets, and estate planning. But 93% of advisory practices don’t have enough people to adequately handle it all.

Solution

98% of advisors who outsource say they deliver better investment solutions. Access private markets from Apollo, Carlyle, KKR, and StepStone. Tap into tax management services that delivered $60M+ in client tax savings in 2025. Offer retirement, estate, and advanced planning, all through one unified platform.

Explore our Solutions

Grow & Scale My Practice

PAIN POINT

You’re spending more time managing investments than managing relationships. The typical advisor spends barely 20% of their time meeting with clients.

Solution

Advisors who outsource investment management save 7+ hours per week and 90% experience growth in total assets when outsourcing 50% or more. Growth-focused advisors average almost twice the AUM of their peers.

Download the Outsourcing Study

Plan My Succession

PAIN POINT

Most advisors think about succession about 10 years too late. Only 10% say their primary focus is selling or transitioning, yet the window for optimal outcomes is shorter than most advisors think.

SOLUTION

Know your value early and build a unique exit plan for your business. AssetMark’s Growth Consulting is an 18-month service that helps advisors achieve sustained, measurable growth and increase the value of their practice, whether you’re buying, selling, or staying the course.

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in client assets

employees dedicated to client success

investor households on the path to their goals

years

serving advisors

Technology powers the platform. People deliver the support.

No two firms are alike. Speak with one of our experienced consultants to evaluate how our support can drive client satisfaction and growth in your business. A 30-minute conversation could change the trajectory of your practice. Let us show you what’s possible.

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Why More Than 10,000 Advisors Choose AssetMark

AssetMark brings together innovative technology, curated investments, and professional business consulting to help advisors scale smarter and stay focused on client success.

We’re more than a platform; we’re an extension of your team.

Since 1996, we’ve been helping independent financial advisors meet the ever-changing needs of their clients and businesses. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly, customize your solutions, and connect with you.