Dedicated to Serving Financial Advisors and Their Clients

At AssetMark, we serve advisors who want to deliver great outcomes to their clients. We do this by helping advisors manage their clients’ investments and run their own businesses efficiently. Investors directly benefit from our relationships with their advisors. Our platform frees up advisors to offer more one-on-one attention, and our investment management expertise helps investors build smarter portfolios and achieve their investment goals.

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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