More than a platform
Join a community designed to help you and your practice thrive
The most valuable part of growth isn’t just what you gain. Sometimes it’s who you grow alongside.
START YOUR JOURNEYYou’re in good company
The AssetMark experience connects you with ambitious, relationship-driven advisors navigating the exact same milestones as you.
Build meaningful relationships with fellow advisors through shared experiences, exclusive programs, and peer conversations, helping you strengthen your business and move forward with confidence.
The Heart of Our Community
"It's really obvious in everybody that we work with at AssetMark that they really care, not just about each other, but the end client that they ultimately work with. "
Dane Winter
Programs & Offerings
New Elevated Advisor Experience
AssetMark makes transitioning your practice effortless. From day one, gain access to dedicated support teams designed to help you integrate smoothly and scale faster.
Discover the AssetMark Custom experience for qualifying advisors.
Step into the conversations shaping our industry
Access a calendar of premium events tailored to exactly where your practice is today. Step outside your day-to-day to connect with ambitious peers, gain fresh perspectives, and discover what’s possible when the right people come together.
Gold Forum
A multi-day experience featuring world-class keynote speakers, breakout sessions, exclusive technology previews, and curated evening events designed to foster deeper relationships and unforgettable moments.
Discovery
Intimate onsite with new advisors to immerse and educate them on the programs, platform and offerings that AssetMark provides
Premier, HNW & Investment Mastery
Regional gatherings focused on timely insights, practical growth strategies, and meaningful
Women Advisors Forum
Intimate onsite with new advisors to immerse and educate them on the programs, platform and services
Benefits Program
Benefits that scale with your growth and business needs
Our Benefit Program delivers services and experiences that adapt to your evolving needs, empowering you to achieve your next level of growth.
*To qualify for the program, you must reach the minimum status level.
Premier & Premier Elite
Unlock exclusive business-building resources, dedicated support, and direct access to a network of peers and industry leaders.
Advisor Programs
Service and operations are the backbone of every advisor’s practice.
AssetMark prides itself on delivering customer-centric support designed to accelerate your growth and give you time back to serve your clients.
Exceptional Service
"If we have a problem, if we have an issue, we go to AssetMark, they help us resolve the issue. They fix the issue for us. "
Greg Wikelius
Gold
Gain access to even more personalized support, exclusive event invitations, and strategic guidance tailored to the growing demands of your practice.
Gold Forum
A multi-day experience featuring world-class keynotes, strategic breakout sessions, and exclusive technology previews.
Enjoy curated evening events designed to deepen relationships and create unforgettable moments.
Gold Service
"I love interacting with my advisors each day and making their jobs easier, which in turn makes their clients' lives easier. "
Jack Wertanen
Platinum & Platinum Elite
Unlock the highest level of personalized support, executive access, deeper collaboration opportunities, and curated premium experiences designed for advisors shaping what’s next.
Platinum Summit
An intimate, highly curated experience offering direct access to AssetMark executives and industry leaders shaping the future of wealth management.
Designed for advisors seeking deeper strategic connection, elevated hospitality, and exclusive access.
Platinum Service
"It's the personalized support that means so much. When I call for support, it is managed at such a high level with hands-on, so they're a high touch quality resource. "
Suzanne Udoni
Access to Tools & Technology Partners
Unlock your journey with AssetMark
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Get Started
Request a consultation today to learn how our platform can scale your practice.
REQUEST A CONSULTATION -
Maximize Your Benefits
Open the door to exclusive support, premium experiences, and new opportunities.
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Join the Community
Attend premium events, connect with peers, and tap into strategic guidance to navigate what’s next.
Frequently Asked Questions
AssetMark helps advisors create more capacity for the work that matters most: guiding clients, building relationships, growing their businesses, and living more fully outside of it.
We bring together investment solutions, technology, business support, and real human collaboration to help advisors simplify complexity and move forward with greater clarity and confidence.
No. Investment management is only part of the story.
AssetMark supports advisors across many parts of their business, including technology, operations, consulting, marketing support, retirement solutions, high-net-worth capabilities, billing, reporting, and more.
Most importantly, we support the person behind the practice, not just the practice itself.
Not at all.
You know your clients best. Our role is to support the way you serve them, not replace it.
AssetMark is designed to give advisors flexibility and support while helping them stay at the center of every client relationship. Whether you outsource a little or a lot, you remain in the driver’s seat.
Yes.
Every client’s story is different, and advisors need flexibility to serve them in a way that feels personal and aligned.
AssetMark offers a wide range of investment solutions and portfolio approaches, helping advisors build personalized solutions around each client’s goals, preferences, and financial picture with greater confidence and oversight.
Many advisors spend too much time managing operational tasks that pull them away from clients and the work they care about most.
In the 2024 Impact of Outsourcing study, advisors who outsource reported saving more than nine hours per week on average, helping advisors create more time for relationships, growth, and meaningful conversations.
Costs vary depending on the services and solutions an advisor chooses.
Our goal is to keep the experience as clear and straightforward as possible, with support for billing and reporting through the AssetMark Advisor Portal and fee structures designed to simplify the experience for both advisors and clients.
AssetMark helps simplify the billing process by calculating advisory fees and providing reporting support through the AssetMark Advisor Portal.
Fees are generally assessed quarterly based on account market value, helping advisors spend less time navigating operational complexity and more time focused on clients.
AssetMark offers different paths for advisors to work with us based on how they want to serve clients and structure their practice. These two paths are the Advisor Model and the Referral Model.
Whether advisors prefer a more hands-on advisory approach or want additional investment management support, we provide flexibility designed to meet advisors where they are and grow with them over time.
Transitions can feel overwhelming, especially when client relationships are involved.
That’s why AssetMark provides hands-on support throughout onboarding, account movement, and implementation.
From operational guidance to personalized support, our teams work alongside advisors to help make the process feel clear, organized, and manageable from day one.
Growth looks different for every advisor.
For some, it means creating more time for a meaningful life. For others, it means serving clients more deeply, scaling more intentionally, or building a business that better supports the life they want outside of work.
In the 2024 Impact of Outsourcing study, advisors reported benefits including growth in total assets, lower operating costs, stronger client relationships, and higher business valuation.
AssetMark helps advisors create that capacity through technology, investment solutions, consulting, and personalized support designed to reduce complexity and help advisors move forward with confidence.
