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    Bring Your Practice to Life

    Our platform is tailored to your needs—no matter the scale, challenges, or goals of your practice

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    Technology and Service

    Explore Our Platform

    With a powerful open-architecture design, our platform provides advanced investment selection, modeling, and portfolio analytics, all with ongoing support for your firm’s unique goals. In conjunction with our technical capabilities, we deliver service and practice management support to help grow your practice.

    Digital

    Elevate your client experience through digital tools that clarify performance, goals, and the road to financial wellbeing. Learn More

    Consulting and Service

    See how AssetMark’s service and consulting teams can transform your business and deliver more value to your clients. Learn More

    Investment Management

    Forge a path to your clients’ financial goals through our curated, vetted investment management solutions. Learn More

    Retirement Solutions

    Diversify your services and simplify retirement services for both your practice and your clients. Learn More

    Transition Support

    Interested in becoming an RIA? We’ll help you through the process. Learn More

    Why Choose AssetMark

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    Scalable

    Our solutions and services can be adapted to practices of any size and grow alongside you as you grow.
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    Curated

    AssetMark’s investment solutions have been carefully vetted against our Investing Evolved framework to help your clients’ investments respond to market events without losing sight of long-term goals.
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    Flexible

    Our experienced team works with you to determine where your practice's greatest needs lie and recommend solutions accordingly. When your needs change, we tailor our recommendations to fit.
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    Compelling

    Clients have varying degrees of understanding when it comes to their investments. We deliver solutions that clarify uncertainty in an engaging, informative fashion.
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    Open-Architecture Custodial Services

    Custodial Services for Your Trust Assets

    When it comes to securing trust assets, flexibility is key. AssetMark’s platform gives you the option to choose from well-known custodians along with our own custodian, AssetMark Trust. Custodial services are integrated or linked within our platform, giving you easy access to reporting, forms, and other tools. Each custodian offers financial stability, data security, and peace of mind when it comes to securing your clients' assets.

    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

    Want to learn more about AssetMark’s platform?

    Request A Consultation

    Recent Insights

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    Overcoming the 3 Main Challenges to Offering Tax Management Services

    While the old adage goes that the only things certain in life are death in taxes, new capabilities are now available to financial advisors that help them ease their client’s...
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    January 29, 2024

    Ways to Minimize Your Client’s Tax Burden By Highlighting Their Tax Savings

    Recent market volatility has investors paying more attention to their portfolios, with many seeking new ways to mitigate the negative impact of market downturns and salvage...
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    January 19, 2024

    Wealth Management M&A Tips: Acquisition Preparation for Advisory Firms

    Acquisitions in the financial services industry are guided by the search for value. Firms considering selling or merging their practice must be aware that today’s buyers are...