Deliver Unparalleled Service

The road to better client outcomes and a thriving financial advisor practice starts here.

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We’re Ready to Serve as Your Guide

No matter where you are in your journey, AssetMark is ready to provide customized, end-to-end asset management solutions for your practice.

With AssetMark, you can:

Diversify your offerings
Reduce your administrative workload with marketing, technology and back-office support solution
Invest more time in your clients by leveraging our expertise and solutions to deliver more value
Uncover how to improve your business and reach a wider client base

Request a consultation, and we’ll discuss your firm's needs, the specific features of AssetMark’s platform that can help meet your needs, our consulting services, and more.

AssetMark Reviews

“We understand that your business is successful only when your clients are on track to achieve their financial goals. Every day, we strive to help you make a difference in the lives of your clients.”

Natalie Wolfsen | Chief Executive Officer, AssetMark

“Our advisors depend on us as business partners, not just product providers.”

Michael Kim | President and Chief Client Officer, AssetMark

“All firms talk about delivering great service, we back it up with stellar execution.”

Carrie Hansen | Chief Operating Officer, AssetMark

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.