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 1,100 employees and serves more than 10,000 financial advisors and over 340,000 investor households. The company is independent and privately-owned with over $180 billion in platform assets under management as of June 30, 2026.
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
HEART
EXCELLENCE
RESPECT
INTEGRITY
CLIENT SUCCESS
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
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
Latest Blog Posts
AI Should Make Advice More Human
Clients trust AI-assisted advice more when an advisor verifies it. See how AssetMark uses AI to prepare clearer, more confident client conversations.
Capitalize on High Net Worth Client Migration
Learn how advisors can respond to high-net-worth client migration by supporting complex planning needs, service consolidation, and next-gen relationships.
Winning the HNW Client: How a Holistic Tax and Investment Strategy Sets Advisors Apart
High net worth clients are on the move—and the advisors winning their business provide more than investment management. Discover how AssetMark’s Tax Management Services and Private Markets solutions help advisors deliver the holistic, personalized experience HNW clients are actively seeking.
Unlock More of Your Clients’ Retirement Assets with AssetMark’s Self-Directed Brokerage Accounts (SDBAs)
Help clients get more from 401(k)s and other workplace plans. AssetMark’s advisor-directed SDBA lets you manage plan assets without rollovers and grow AUM.
From Exploration to Execution: A Practical Framework to Navigate Partial or Full Transitions
Learn how to translate your succession goals into action with a practical three-pathway framework covering optimization, lifestyle, and full transition, designed to help advisors move from planning to execution.
Meeting Clients Where They Are: The ACE Program Approach to Next-Gen Advising
The ACE program — Awareness, Coaching, Engagement — gives financial advisors a framework to serve next-gen clients before the great wealth transfer arrives.