Dedicated to Serving Financial Advisors and their Clients

We are dedicated to making a difference in the lives of advisors and their clients. We empower advisors to start, run and grow independent advisory businesses. Our platform provides an end-to-end experience, spanning nearly all elements of an advisor’s engagement with his or her client—from initial conversations to ongoing financial planning discussions, including performance reporting and billing.

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"EVERY time I call into AssetMark's service department, I am continually impressed with the responsiveness and help they provide."

- David Volkman, CWS®, Managing Director, Granite Ridge Wealth Advisors, LLC

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