Financial Advisors

Our mission is simple: We’re dedicated to making a difference in the lives of advisors and their clients. Our platform provides advisors with an integrated suite of products and services that facilitates growth, streamlines workflows and provides scale to advisors’ businesses so they can better serve their clients. 

Our fully integrated technology platform simplifies processes, and our personalized and scalable service surrounds advisors with highly experienced consulting and service support to help build a healthy, sustainable business. Our curated investment platform helps advisors select investment solutions with confidence.

We understand that your business is successful only when your clients are on track to achieve their financial goals. Every day, we look for new and innovative ways to make a difference in lives of advisors and their clients.
Financial Advisors
Business Continuity

Business Continuity Resources

Document business processes to support the efficiency and sustainability of your business. Minimize the impact of disruptions to normal operations. Download our guide to get started now.


Download Your Business Continuity Planner »


Build Relationships

Supporting advisors like you who help clients thrive is our primary mission. Your life's work is our life's work, and that's a very powerful bond to share.

Five steps to optimize referrals for your financial practice

Make the most of your sales efforts and strengthen your professional network with our five-step referral log.

Download My Five-step Referral Log

"I attended AssetMark's Investment Mastery event recently and found it a really valuable use of my time. I was able to immediately apply what I learned."

- Kristen Waggoner, Account Manager, Summit Financial Group, Inc.
Read Kristen's Story

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