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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.

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    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.
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    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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    Leadership

    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.

    Evaluate Our Solutions

    No two firms are alike; speak with one of our experienced consultants to evaluate how our support can drive client satisfaction in your business.

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    We’re Here for You

    Cybersecurity and Business Continuity

    Nothing is more important to us than the trust advisors place in us to secure their clients' financial futures. We're dedicated to the security of the data we manage, with comprehensive programs and practices in place to protect you from the possibility of business disruptions due to cybersecurity threats, power outages, natural disasters, or other events.

    AssetMark has comprehensive information security and business continuity programs in place, that are regularly reviewed and tested so we can continue to serve our clients no matter what.

    Latest Blog Posts

    May 18, 2022

    How to Talk to Your Clients About ESG Investing

    Environmental, social, and governance (ESG) investing is an opportunity—not just for investors looking to put their assets to work for both financial gain and a positive...
    May 11, 2022

    Three Myths About Being a Wealth Manager – Insights for Insurance Professionals

    Insurance professionals build their businesses by helping clients protect their financial well-being from catastrophe.
    May 4, 2022

    5 Practices that Hurt Advisors Client Retention

    It’s both an unpleasant word and an unpleasant reality for members of the professional services community. For financial advisors, some degree of client churn is to be...