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      Attract Advisors and Clients Alike

      Advisor teams that work with AssetMark gain a network of professionals dedicated towards creating growth—whether it’s AUM or human resources.

      Get Started

      What You Stand to Gain

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      Value-Adds and Differentiation

      We provide compelling digital experiences, cutting-edge tools, and impactful consultative insights that makes your organization more attractive to financial advisors and clients.
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      Growth

      Attract more advisors to your organization and optimize your advisor-to-client ratio with AssetMark’s professional business consulting services.
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      High-Net Worth Clients

      With a sophisticated service offering and the scale necessary to support the complex needs of the mass affluent, advisor teams that work with AssetMark are well-positioned to attract high-net-worth clients.

      The Services You’ll Benefit From

      Unmatched Technology
      Recruiting Support
      Advanced Service Support
      Unmatched Technology

      Prove Why Advisors Should Join Your Practice

      Whether you’re seeking advisors to tuck in under your RIA or to join your Office of Supervisory Jurisdiction (OSJ), you’ll need to demonstrate why working with you is more attractive than a wirehouse or an independent practice. For many advisors, that differentiator is access to sophisticated tools that make their day-to-day easier and elevate the client experience.

      • eWealthManager

        AssetMark’s technology solution, eWealthManager, provides all the capabilities that you need to run your practice. Easily research, select, and manage investment strategies; build and compare portfolios; manage client accounts; and more.

      • Open Architecture

        Our technology solutions are open-architecture, making them easy to integrate with third-party technologies like Voyant, MoneyGuide, proprietary tools, and others.

      Recruiting Support

      Attract the Talent that Drives Client Outcomes

      Any financial advisory practice is only as strong as the advisors that work there. In order to truly provide for their clients, financial advisor teams need to both draw in advisors with compelling amenities and value-adds as well as seek them out in a coordinated recruiting strategy. With AssetMark’s business development professionals, your recruiting pipeline will be full to bursting with high-quality candidates.

      Advanced Service Support

      Diversify Your Service Offering

      For many financial advisors, the reason why they seek out an OSJ or tuck-in opportunity is to offer services they’re not currently able to provide. At AssetMark, we provide the solutions necessary for the entire spectrum of financial advisory services, from the most transactional to the most strategic.

      • Investment Management

      • Retirement Planning

      • Estate Planning

      • Tax Planning

      • High-Net-Worth Services

      Start Growing Today

      Overcome the obstacles in your way with AssetMark.

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      Explore Our Solutions

      We offer a range of services to support your RIA practice. No matter what challenge you’re facing, AssetMark can help.

      Digital Technology

      Elevate the client experience and streamline your administrative tasks with AssetMark’s digital solutions. Learn More

      Sales and Service

      Whatever your needs— business consulting, technical support, or a community of peers to connect with—AssetMark is here to help. Learn More

      Investment Management

      Help your clients stay on track toward their goals with AssetMark’s portfolio solutions, research, and innovative investment strategies. Learn More

      Retirement Solutions

      Diversify your offerings with one of the most-needed services out there—retirement services. Learn More

      Transition Support

      Interested in becoming an RIA? We’ll help you through the process. Learn More
      69 % of RIAs see marketing as their primary strategic initiative for the upcoming year.
      93 % of RIAs don’t have enough personnel to select and monitor investments
      33 % of RIAs believe that implementing technology is their biggest barrier to long-term growth.

      It can be a challenge to give your clients the attention they deserve and grow your business at the same time. At AssetMark, we’ve worked with numerous RIAs to make growing their business easier. Now, we’ve collected our insights into our latest eBook: An RIA's Guide to Business Growth: What's Getting in the Way?

      Download a Free Copy

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      Security and Privacy Forms and ADV Terms and Conditions

      AssetMark, Inc. ("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 is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information.

      © 2024 Copyright AssetMark, Inc. All rights reserved. (101424 | C20-16871)