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    Dedicated to Supporting Growth

    Since 1996, AssetMark has focused on delivering extensive wealth management and digital solutions, coupled with in-depth business consulting services, to help independent advisors grow their businesses.

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    Who We Are

    About AssetMark

    AssetMark is a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. ("HTSC") is a majority shareholder. HTSC is a financial services and securities brokerage firm incorporated in China and listed on the Shanghai and Hong Kong stock exchanges.

    Read our policies and procedures that explain how we maintain all client data in the United States.

    Latest Blog Posts

    Career Development
    October 22, 2020

    Empowering Women in Financial Services

    At AssetMark, we believe everyone should have access to financial planning and advice, and that our industry needs to continue to expand its recruiting and retention efforts...
    Practice Management
    November 10, 2020

    Opportunities for Advisors Abound Despite Market Impact of COVID-19

    Has the global pandemic impacted how people feel about investing? Our new American Financial Experience Survey says yes, and in a big way. Designed to gauge the attitudes...
    Financial Planning
    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...