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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 ... 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

    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 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 when outsourcing more than 50% of assets
    0 % Growth in total assets when outsourcing more than 50% of assets
    0 % 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

    February 23, 2022

    The High-Net-Worth Client: Position Yourself to Check All of Their Boxes

    When it comes to service, is the High-Net-Worth client the same as the mass-affluent client, only wealthier? The short answer is… not exactly. While the HNW market is diverse...
    March 3, 2022

    What Does “Holistic Financial Planning” Really Mean?

    The past decade has seen a rise in the use of terms such as “holistic financial planning” and “financial wellness,” but what do these terms really mean and does a change in...
    March 16, 2022

    What Is ESG investing? Here's What Advisors Need to Know.

    Environmental, social, and governance—three guiding principles that investors are using to grow their wealth and make a positive impact on the world and their communities.