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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.

    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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    AM Sign on building 1655 Grant St
    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

    Client Relationships
    May 7, 2025

    Want to Build Your Business? Show How Customer Obsessed You Really Are

    We talk a lot about customer obsession, and for good reason. It’s not just a catchphrase. It’s the heartbeat of our business. Putting clients first isn’t optional. It’s...
    Client Relationships
    May 5, 2025

    Why Service Still Matters — and Always Will at AssetMark 💙

    In a world that’s racing toward automation, speed, and scale, there’s something quietly powerful about simply showing up for people. At AssetMark, we believe service is more...
    Featured
    March 24, 2025

    The Great Opportunity Transfer: Implications for Wealth Management and Bank Trusts

    The financial landscape is on the brink of a seismic shift as trillions of dollars in wealth are set to transfer from the Baby Boomer generation to their heirs. This...