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      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.

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      What You Stand to Gain

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      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.
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      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.
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      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

      Turnkey Marketing
      Flexible Investment Management
      Holistic Technology Solution
      Service and Support
      Turnkey Marketing

      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.

      Flexible Investment Management

      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.

      Holistic Technology Solution

      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.

      Service and Support

      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.

      Request A Consultation

      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?

      Download a Free Copy

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      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.

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