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 →
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CONCORD, CA | HEADQUARTERS 1655 Grant St, Suite 1000 (10th Floor), Concord, CA 94520 |
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PHOENIX, AZ 3200 N. Central Ave, 7th Floor, Phoenix, AZ 85012 |
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CHICAGO, IL 200 W Madison St, Suite 2200 (22nd Floor), Chicago, IL 60606 |
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CHARLOTTE, NC 2825 South Blvd, Suite 500, Charlotte, NC 28209 |
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ATLANTA, GA 1155 Perimeter Center W, Suite 950, Sandy Springs, GA 30338 |
AssetMark is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor.
AssetMark, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.
© 2026 Copyright AssetMark, Inc. All rights reserved. 6916884.1 | 02/2025
