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.

Who Are We

About AssetMark

AssetMark Financial Holdings, Inc. (“AssetMark”) is a leading wealth management technology platform for financial advisors. In 2024, AssetMark became an independent, U.S.-owned private company following its acquisition by GTCR, a private equity firm based in Chicago, Illinois.

Founded in 1996, the AssetMark platform has grown to over $139.4 billion in assets and serves over 10,753 financial advisors and over 317,477 investor households*.

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

* As of December 2024

HOW WE PROTECT CLIENT INFORMATION →

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Corporate locations

Our Offices

AssetMark has over 1,000 employees across the United States who are singularly focused on making a difference in the lives of advisors and their clients.

CONCORD, CA | HEADQUARTERS

1655 Grant St, Suite 1000 (10th Floor), Concord, CA 94520

PHOENIX, AZ

3200 N. Central Ave, 7th Floor, Phoenix, AZ 85012

CHICAGO, IL

200 W Madison St, Suite 2200 (22nd Floor), Chicago, IL 60606

CHARLOTTE, NC

2825 South Blvd, Suite 500, Charlotte, NC 28209

ATLANTA, GA

1155 Perimeter Center W, Suite 950, Sandy Springs, GA 30338

ENCINO, CA

16633 Ventura Boulevard, Suite 1400, Encino, CA 91436

AUSTIN, TX

7300 Ranch Road 2222, Building 5, Suite 200, Austin, TX 78730

Latest Blog Posts

Retirement Planning

June 5, 2025

Smarter Tax Strategies with Direct Indexing

Taxes can be one of the biggest drags on long-term portfolio performance. And in today’s market, clients are more tuned in than ever to the impact taxes have on their bottom...

Outsourcing

May 29, 2025

The Power of Outsourcing Investment Management for Trust Departments

As a trust department, managing client portfolios while handling the day-to-day operations of your business can quickly become overwhelming. Imagine trying to balance client...

Financial Planning

May 22, 2025

Tax Optimization Strategies for a Changing Financial Landscape

In today’s evolving financial landscape, advisors need to do more than react to changes to stay ahead—you need to seize opportunities to enhance client outcomes. Tax...

View All Blog Posts

Security and Privacy Forms and ADV Terms and Conditions

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, Inc. is an investment adviser registered with the U.S. Securities and Exchange Commission. Visit our ownership page for more information.