Build the Business You’ve Been Dreaming Of

As an RIA, you devote as much time to your business as you do your clients. Take control over how you spend your time and grow with AssetMark.

Tailored Support

A Solution Purpose-Built for RIAs

AssetMark Institutional is a channel exclusively focused on serving the unique needs of RIAs. While similar in kind to other varieties of financial advisors and financial advisory practices, RIAs can’t be served by the same kind of one-size-fits-all solution as others. RIAs need support that acknowledges their independence and unique business needs while still making an impact, enabling efficiencies, improving business processes, and more. That’s where AssetMark Institutional comes in.

Personalized Service

Where do you need the most support? Every RIA has a different answer, so every engagement with AssetMark Institutional looks different. If you’re overwhelmed by back-office tasks like investment management, we’ll assist with researching and monitoring investment strategies. If you’re experiencing churn in your clientbase, we’ll audit the client experience and begin marketing and prospecting efforts. Wherever you’re seeking assistance, AssetMark Institutional can help.

Impactful, Open Architecture Technology

Technology should make your life easier—that’s why we designed our tools for the RIA experience. Not only does AssetMark’s technology solutions make a clear difference in both the client and advisor experience, it also easily integrates with third-party technologies like Voyant, MoneyGuide, proprietary tools, and others.

A Community of Your Peers

The downside to independence is that it can be isolating at times. But the greatest source of industry insights is the community of other RIAs. That’s why we’ve curated a network of other RIAs and related professionals. We provide interactive meetings, virtual events, and study groups to connect RIAs together.

0 % of RIAs see marketing as their primary strategic initiative for the upcoming year.

0 % of RIAs don’t have enough personnel to select and monitor investments

0 % of RIAs believe that implementing technology is their biggest barrier to long-term growth.

An RIA's Guide to Business 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?

Our Solutions

We're Here to Help You Progress

AssetMark Institutional provides a fully assembled, holistic solution for RIAs seeking efficiency, scale, and community. We offer operational support to help you focus on serving clients, a range of investment solutions to meet your portfolio management style, wealth management planning resources designed for clients’ changing needs, and client experience and engagement resources to help enhance your relationships.

Explore Our Solutions

We’re Ready to Help Grow Your Business

The AssetMark Institutional team is ready to get to work. All you have to do is get in touch.

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.