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.
Work with AssetMark to provide your clients with the innovative, cutting-edge experience they deserve.
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.
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 we created AssetMark Institutional—a purpose-built arm of AssetMark designed to support RIAs and advisors interested in transitioning to an RIA.
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.
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