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    Dedicated to Building Brighter Futures

    We provide financial advisors with innovative solutions, insightful guidance, and our undivided attention

    A Different Experience

    The Independent Advisor’s Guide

    Our company’s mission is centered around helping financial advisors make a difference in the lives of their clients. To help them do that, we aim to provide advisors with holistic support. Whether that’s through compelling technology that facilitates a better client experience, consulting services that ensure advisors’ businesses are running at their best, or offering a comprehensive suite of investment solutions. AssetMark’s platform empowers advisors to provide the highest level of service possible to their clients.


    Tailored Support

    We want you to do what you do best. At AssetMark, we give advisors the time and space to focus on their core competencies by supporting the foundational elements of their practice.
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    A Reliable Relationship

    Our relationship managers, sales and business consultants, and services team serve as an extension of your practice. Our highest priority is the same as yours: Supporting the financial wellbeing of your clients.

    Time and Resources

    We believe independence shouldn’t come at the cost of your time. As an extension of this belief, we developed our platform to serve as a foundation for independent financial advisors’ growth.
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    Sophisticated Investment Management

    Your clients all have different ideas of what their financial future should look like and different ideas on how to get there. We offer a comprehensive, customizable suite of investment management solutions to ensure they reach their destination safely and securely.
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    By Advisors, For Advisors

    We know how to address advisors’ most pressing needs because we’ve been faced with those needs before. At its core, AssetMark is made up of committed individuals with deep experience in the financial services industry, specializing in:

    • Trading and operations
    • Service and support
    • Investment management
    • Digital solutions
    • Practice management
    • Project management
    • Marketing
    • Finance
    • Human resources
    • Sales
    • And more
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    History of Excellence

    Innovating for over 20 years

    Ever since AssetMark was founded in 1996, we’ve supported financial advisors in their efforts to deliver financial wellbeing for their clients. By developing innovative solutions—such as PortfolioEngine and Guided Portfolio Solutions—we’ve pushed the boundaries of what a third-party asset management platform (TAMP) can be.

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    We’re Here for You

    Business Continuity and Contingency Planning

    We’re prepared for the possibility of business disruptions due to power outages, natural disasters, or other events. AssetMark has a comprehensive business continuity program in place, which is reviewed, updated, and tested on a regular basis to ensure we can continue to serve our clients no matter what.

    Latest Blog Posts

    April 28, 2021

    How an End-to-End Asset Management Software Helps Advisors Focus on Their Clients

    For financial advisors, change is to be expected. Much of our work centers on responding to change—market fluctuations, ensuring positive change in clients’ lives,...
    May 5, 2021

    The Benefits of Succession Planning for Financial Advisors

    As a financial advisor, you regularly help your clients build responsible plans for their retirement or for transitioning away from their business, even if they feel that...
    May 12, 2021

    How to Become a Fee-Based Financial Advisor—Key Factors to Consider

    Great things rarely occur within your comfort zone. Earning your revenue as a financial advisor via commission-based products like mutual funds or annuities might be...