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.
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.
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.
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.
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.
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
Help your clients stay on track toward their goals with AssetMark’s portfolio solutions, research, and innovative investment strategies.Learn More
Diversify your offerings with one of the most-needed services out there—retirement services.Learn More
Interested in becoming an RIA? We’ll help you through the process.Learn More
7.9Hours 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.
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.
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.