Bring Your Practice to Life

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

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

Tax Management Services

Uncover tax-saving opportunities with AssetMark’s Tax Management Services. 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

Scalable

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

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.

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.

Compelling

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

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.

Learn More About AssetMark Trust

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?

Recent Insights

Featured

March 24, 2025

The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts

The financial landscape is on the brink of a seismic shift as trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs. This...

Wealth Management

March 13, 2025

Why a Unified Trust and Wealth Management Solution Matters

As trust executives navigate an evolving financial landscape, the need for a unified approach to trust and wealth management has never been greater. Clients expect seamless,...

Financial Planning

February 18, 2025

How to Position Tax Planning as a Value-Added Service for Financial Advisors

Incorporating tax planning as a value-added service can set you apart as a financial advisor, helping you attract new clients and strengthen existing relationships. Taxes are...

View All Blog Posts

Security and Privacy Forms and ADV Terms and Conditions

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, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.