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

Latest Blog Posts

Investment Management

August 7, 2025

Turn Donor-Advised Funds into a Year-Round Tax and Wealth Strategy

Empower Clients to Save More and Give More Most charitable giving and tax planning get squeezed into the busy final months of the year. But waiting until December means...

Financial Planning

July 29, 2025

Trust Departments and Wealth Firms Collaborating on Client Solutions

As more clients are expected to turn to bank trust departments and trust companies for deeper financial guidance, expectations are rising. Basic administration no longer...

Marketing

July 15, 2025

Amplify Your Voice: 10 Powerful Ways to Be Heard in Finance

What does it really mean to amplify your voice as a woman in finance? That question was front and center at AssetMark’s 2025 Women Advisors Forum, held this June at the...

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.