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

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 like Charles Schwab, Fidelity, and Pershing, 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

Practice Management

September 22, 2023

How to Get Referrals: Financial Advisor Referral Management for Growth

What's one of the clearest signs of a healthy and thriving practice? It’s pretty simple: happy clients willing to contribute to a full pipeline of prospects. But getting...

Practice Management

September 15, 2023

Top 4 Portfolio Construction Challenges and How to Solve Them

Constructing a portfolio isn't a walk in the park—it's more like assembling a puzzle with a bunch of moving parts. You've got to juggle risk, returns, and individual investor...

Financial Planning

September 1, 2023

What Are You Reading? The Financial Advisor Book List

In the dynamic and ever-evolving world of finance, staying ahead of the curve is paramount to financial advisor success. While it may be only anecdotally true, an old adage...

View All Blog Posts

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.