Studies show that working age American’s retirement savings are woefully underfunded and many investors fear running out of money in retirement. Chief Solutions Officer Natalie Wolfsen offers a fresh perspective on quelling client fears and providing a cost-effective solution that offers liquidity, flexibility, and growth opportunities. Read Natalie's Column

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The Big Interview: Money Life with Chuck Jaffe

05/07/2019

Chief Economist Jason Thomas advises investors to get comfortable in the current market and not wait for the all clear signal as there's always something to worry about. Instead, look through the noise. Hear his perspective on The Money Life with Chuck Jaffe.

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Harnessing the Power of CRM Carrie Hansen WealthManagement.com

Harnessing the Power of Customer Relationship Management Tools

04/23/2019

EVP and COO Carrie Hansen shares tips on meeting the increasing needs of investors, maximizing your impact, and protecting your most precious resource—time—in her latest article on harnessing the power of customer relationship management tools. Read Carrie's Column

What it Takes to Build High Performing Teams

01/11/2019

Discover three critical steps for building teams that help your business thrive. AssetMark Chief Marketing Officer Tamara Bohlig outlines how to develop high-performing teams that drive growth. Read her Column

A Hybrid Approach to Enhancing the Advisor-Investor Dynamic

11/15/2018

Many investors want to access financial advice from a trusted advisor and via digital resources. SVP of Strategic Initiatives Matt Matrisian explains how this approach can help you scale and differentiate your business. Read his Article

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Featured Videos

Designed to help you get up to speed quickly on industry best practices, these videos highlight our executive team’s thinking on practice management, client relationships, investment management excellence and relevant market news and trends.

Why Business Consulting

Featuring: Matt Matrisian

Learn how AssetMark helps advisors build sustainable businesses that maximize growth and optimize operations.

AssetMark Company Overview

A Foundation Built on Due Diligence

Featuring: Zoe Brunson

Learn about our five-part process that we use to evaluate the investment managers and strategists.

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These videos are for informational purposes only and should not be considered a solicitation to invest in certain securities. Individual investors should consult with their financial advisors to determine if the advisory services available through the AssetMark platform are suitable.

Press Releases

AssetMark Expands Headquarters in Concord, Becoming Fourth Largest Office Renter

05/20/2019

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AssetMark’s Phoenix Office Recognized as a 2019 Healthiest Employer in Midsize Firm Category

05/15/2019

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AssetMark Closes on Acquisition of Global Financial Private Capital

04/17/2019

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AssetMark Honors Financial Advisors with Community Inspiration Award at Annual Gold Forum Event

03/04/2019

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AssetMark Integrates Redtail Data to Streamline Client Onboarding

02/26/2019

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AssetMark

Financial Services
501-1000 Employees

AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. We provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals.

Our relentless service ethic and robust client relationship support set us apart. Our offering is flexible to suit each advisor's vision for working with clients and growing their practice.

As of March 31, 2019, AssetMark, Inc. has more than $49 billion in combined assets on its platform and a history of innovation spanning over 20 years.

AssetMark's social media posts are not a solicitation for investment and are not intended as legal or compliance advice. Individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. Financial advisors should always consult with their own legal and compliance departments, regarding regulatory and industry related topics applicable to their individual practices. AssetMark's social media programs may follow others and/or share, link to, or "like" third-party content or the content of other social media users. Doing so is intended to provide additional perspective and should not be construed as an endorsement of any services, products, guidance, individuals, or points of view.