Searching for the Missing Piece of the Puzzle?

RIAs can fill in the gaps with AssetMark Insitutional’s business consulting services, investment management, digital technologies, and insights.

What You Stand to Gain

Flexibility

We don’t believe that one size fits all. RIAs who work with AssetMark are free to use as much or as little of our solution infrastructure as they like, with easy integrations between our proprietary solutions and their existing tools.

Tailored Service

More than just investment management services, AssetMark provides solutions and services designed around your needs. Whether it’s sales and marketing, operations, technology, or client services, AssetMark can help.

Support

Enjoy the benefits of running an independent practice while knowing there’s a team that’s got your back. AssetMark provides dedicated sales and service teams that are there to support you on your terms.

The Services You’ll Benefit From

See Results with AssetMark Marketing Advantage

Consistent, sophisticated marketing and prospecting campaigns are essential to growing your business. But between advising your clients and running your business, there’s little time left over to dedicate to business development efforts. AssetMark's turnkey marketing solution can change that.

Generate ROI

AssetMark’s business consulting professionals have experience growing many RIA businesses through successful marketing strategies and campaigns.
Save Time

Access ready-made marketing materials and invest in additional features that upgrade and automate your efforts, so your time investment into your marketing can be as much or as little as you like.

Portfolio Construct on Your Terms

AssetMark's investment management services are designed to fit the needs of a spectrum of advisors, ranging from those that love diving into the details of their clients’ investment portfolios to those that want to spend more time with their clients on other activities.

Learn More About Investment Management

Fully Customizable Investment Strategies

Our unique approach to portfolio management enables RIAs to not only customize investment portfolios, but also customize the strategy that dictates how that portfolio should be managed going forward.
Dedicated Due Diligence Team

Our due diligence team’s sole job is to investigate the broad universe of investment solutions, determine which investment managers and strategies should be offered, and decide when they should be removed.
High-Net-Worth Solutions

For those RIAs that serve the mass affluent, AssetMark Institutional also provides a robust selection of investment solutions and strategies designed for the needs of high-net-worth individuals.

A Full Tech Stack at Your Fingertips

Evaluating, implementing, and managing your practice’s tech stack can feel like a distraction from the real work of guiding your clients to a better financial future. RIAs who work with AssetMark regain the time they lost to technical concerns by leveraging our technology solutions, which offer digital tools for the end-to-end financial advisory journey.

Learn More About Technology

eWealthManager

AssetMark Institutional’s technology platform, eWealthManager, provides all the capabilities that you need to run your RIA. Easily research, select, and manage investment strategies; build and compare portfolios; manage client accounts; and more.
Open Architecture

Our technology solutions are open-architecture, making them easy to integrate with third-party technologies like Redtail, Voyant, MoneyGuide, proprietary tools, and others.

Support that Enables Independence

AssetMark provides a range of services tailored to fit your unique goals. We provide support for those aspects of business that you don’t have time for, whether that’s business development, investment management, sales, operations, or any other domain.

Learn More About Service and Support

Business Consulting

Want to grow your business without sacrificing the time you spend on your clients? Our business development professionals can help you focus and prioritize your efforts, so that you make the biggest impact without any wasted time.
Sales

We’ll help you develop your sales teams and processes to ensure that your qualified leads have a frictionless sales experience that maximizes their likelihood of becoming a client.
Operations

The nitty-gritty details of how things get done in your business shouldn’t hold you back from providing value to your clients. We’ll dive deep into your back office and identify opportunities to increase efficiency.

Find a Solution Designed With RIAs in Mind

Overcome the obstacles in your way with AssetMark.

Explore Our Services

We offer a range of services to support your RIA practice. No matter what challenge you’re facing, AssetMark can help.

Digital Technology

Elevate the client experience and streamline your administrative tasks with AssetMark’s digital solutions. Learn More

Sales and Service

Whatever your needs— business consulting, technical support, or a community of peers to connect with—AssetMark is here to help. Learn More

Investment Management

Help your clients stay on track toward their goals with AssetMark’s portfolio solutions, research, and innovative investment strategies. Learn More

Retirement Solutions

Diversify your offerings with one of the most-needed services out there—retirement services. Learn More

An RIA's Guide to Business Growth

69 % of RIAs see marketing as their primary strategic initiative for the upcoming year.

93 % of RIAs don’t have enough personnel to select and monitor investments.

33 % of RIAs believe that implementing technology is their biggest barrier to long-term growth.

It can be a challenge to give your clients the attention they deserve and grow your business at the same time. At AssetMark Institutional, we’ve worked with numerous RIAs to make growing their business easier. Now, we’ve collected our insights into our latest eBook: An RIA's Guide to Business Growth: What's Getting in the Way?

Latest 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.

Searching for the Missing Piece of the Puzzle?

What You Stand to Gain

Flexibility

Tailored Service

Support

The Services You’ll Benefit From

See Results with AssetMark Marketing Advantage

Generate ROI

Save Time

Portfolio Construct on Your Terms

Fully Customizable Investment Strategies

Dedicated Due Diligence Team

High-Net-Worth Solutions