A Premier Wealth Management Platform Built for Growth

AssetMark brings together powerful technology, curated investments, and expert business consulting to help advisors scale smarter and deliver stronger client outcomes.

WHO ARE WE

About AssetMark

AssetMark, Inc. is a leading wealth management platform that serves financial advisors at every stage of their journey with flexible, purpose-built solutions, powered by its innovative technology platform. AssetMark, Inc. is a registered investment adviser with the U.S. Securities and Exchange Commission.

Founded in 1996, AssetMark has over 1,000 employees and serves more than 10,000 financial advisors and over 300,000 investor households. The company is independent and privately-owned with over $160 billion in platform assets under management as of December 31, 2025.

During our 30 years of consistent growth, AssetMark has kept the advisor experience at the heart of everything we do. While we’ve expanded our product and service offerings and introduced new technologies to our platform, we’ve continued to improve our Net Promoter Score (NPS) to a world-class experience.

Read our policies and procedures that explain how we maintain all client data in the United States.

HOW WE PROTECT CLIENT INFORMATION →

Our Values

WE BELIEVE IN LEADING WITH…

HEART

We truly make a difference in the lives of others: teammates, clients, investors and communities.

WE BELIEVE IN OPERATING WITH…

EXCELLENCE

We learn fast, continuously improve, innovate and collaborate to find new and better solutions.

WE BELIEVE IN COLLECTIVE…

RESPECT

We are authentic, inclusive and we value all voices while winning together.

WE BELIEVE IN UNYIELDING…

INTEGRITY

We do the right thing, always. Even when it’s hard.

WE BELIEVE IN OBSESSING OVER…

CLIENT SUCCESS

We bring a relentless focus on what matters to clients that sets us apart and creates loyal, lasting relationships.

Company Awards

MMI/Barron’s Industry Awards

2025 Technology/Solutions Provider of the Year

ThinkAdvisor Luminaries

2025 CEO of the Year – Michael Kim

InvestmentNews Hot List

2025 Hot List: Top U.S. Financial Providers – Lou Maiuri, Chairman & Group CEO

WealthAdvisor Best TAMPs

2025 America’s Best TAMPs
Best Overall, Best Advisor Development, Best Service

Citywire Top Influential Women

Top 20 Most Influential Women in Due Diligence – Zoe Brunson, Lauren Kang

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OnCon Icon Awards

Top 10 Operations Team

Corporate locations

Our Offices

CONCORD, CA | HEADQUARTERS
1655 Grant St, Suite 1000 (10th Floor), Concord, CA 94520

PHOENIX, AZ
3200 N. Central Ave, 7th Floor, Phoenix, AZ 85012

CHICAGO, IL
200 W Madison St, Suite 2200 (22nd Floor), Chicago, IL 60606

CHARLOTTE, NC
2825 South Blvd, Suite 500, Charlotte, NC 28209

ATLANTA, GA
1155 Perimeter Center W, Suite 950, Sandy Springs, GA 30338