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.

Explore Our Platform


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

Consulting and Service

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

Investment Management

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

Retirement Solutions

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

Why Choose AssetMark

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


AssetMark’s investment solutions have been carefully vetted against our Investing Evolved framework to ...
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Our experienced team works with you to determine where your practice's greatest needs lie and recommend ...


Clients have varying degrees of understanding when it comes to their investments. We deliver solutions ...
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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 like BNY Mellon | Pershing, TD Ameritrade, and Fidelity, 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.

0 Hours saved per week by outsourcing investment management
0 % Growth in assets under management on average
0 % Respondents reporting that outsourcing improved their client relationships

Deliver A Better Client Experience

Want to learn more about AssetMark’s platform?

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AssetMark Blog

December 11, 2020

Rethinking Your “Giving Season” Philosophy

As a challenging year comes to an end, despite the many hardships that affect us all, people are still looking at ways they can donate time and money to help those in even...
March 26, 2021

How Financial Advisors Can Diversify Their Offering

Specialization certainly has its benefits: Financial advisors who specialize build up deep knowledge in their chosen niche, and clients looking for that particular service...
March 22, 2021

Busting 3 myths about financial advisor client communication

Consider the financial advising experience from the client perspective. They’ve decided to entrust a stranger with a huge portion of their assets. More than that, they’ve...