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      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.

      Get Started

      What You Stand to Gain

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      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.
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      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.
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      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

      Proactive Support
      Practice Management
      A Spectrum of Services
      Proactive Support

      Stay Current as the Industry Develops

      We don’t stand still, and by using our services, neither will you. AssetMark employs professionals dedicated to assessing the latest technological, market, and business trends. As we make new advancements, we build those innovations into our services so our advisors can stay on the cutting edge for their clients.

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      Practice Management

      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.

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      A Spectrum of Services

      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.

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      Stay Ahead of the Curve

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

      Request A Consultation

      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
      7.9 Hours saved per week when outsourcing more than 50% of assets
      51 % Growth in total assets when outsourcing more than 50% of assets
      83 % Reporting 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.

      Download White Paper
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      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

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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.

      © 2023 Copyright AssetMark, Inc. All rights reserved. (101424 | C20-16871)