Deliver a Modern Client Experience

IBD-registered representatives who work with AssetMark gain access to a spectrum of innovative technologies, services, and solutions—all of which elevate the client experience and attract high-value prospects.

What You Stand to Gain

An Eye on the Future

We never stop looking to the future and preparing for what’s coming next. The advisors that work with AssetMark benefit from that same future-readiness.

More Than a TAMP

We don’t just point advisors to a set of services and say “take it or leave it”; we make a difference in our advisors’ businesses because we differentiate our services to meet the needs of each individual advisor.

Time

As an IBD-registered representative, you want as much time as possible to spend on your clients, not on back-office tasks and administration. We’ll handle the transactional aspects of your work so you can focus on providing your services in the way that only you can.

The Services You’ll Benefit From

Achieve Operational Efficiency and Gain Human Capital

AssetMark’s practice management team has deep experience in evaluating advisor businesses, identifying opportunities, and implementing solutions. We’ll help streamline the administrative aspects of your business to give you more time to focus on your clients, and we’ll help you address your staffing needs based on where your firm is today and where you want it to go.

Broker-Dealer Approved

As an IBD-registered representative, it’s natural that you’ll lean on your broker-dealer for some services and look elsewhere for others. At AssetMark, we don’t simply offer a one-size-fits-all solution; we provide a range of investment management, retirement, estate planning, and other advanced planning services. No matter what the specifics of your arrangement is with your broker-dealer, we can help you round out your service offering.

Stay Ahead of the Curve

Work with AssetMark to provide your clients with the innovative, cutting-edge experience they deserve.

Explore Our Services

We offer a range of services to support your financial advisory 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

11 Hours saved per week when outsourcing primarily with AssetMark

90 % Experience growth in total assets when outsourcing 50%+ of assets

89 % Report that outsourcing improved their client relationships

Looking for More Time?

Outsourcing to a third-party asset management platform can feel like a big change. That’s why we studied the outcomes of advisors who switched to outsourcing—so you can rest easy knowing your clients success is in good hands.

Become an RIA

Curious About Transitioning to an RIA?

Being an IBD-registered representative is often one step on a journey that culminates in becoming a registered investment advisor (RIA). Taking the next step on your own can be intimidating. That’s why AssetMark is focused on supporting RIAs and advisors interested in transitioning to an RIA.

Learn More

Recent Insights

Featured

March 24, 2025

The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts

The financial landscape is on the brink of a seismic shift as trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs. This...

Wealth Management

March 13, 2025

Why a Unified Trust and Wealth Management Solution Matters

As trust executives navigate an evolving financial landscape, the need for a unified approach to trust and wealth management has never been greater. Clients expect seamless,...

Financial Planning

February 18, 2025

How to Position Tax Planning as a Value-Added Service for Financial Advisors

Incorporating tax planning as a value-added service can set you apart as a financial advisor, helping you attract new clients and strengthen existing relationships. Taxes are...

View All Blog Posts

Security and Privacy Forms and ADV Terms and Conditions

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, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.