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Advisor Support Login Solutions For Your Business Early Stage Advisors Growth Stage Advisors Mature Stage Advisors For Your Objective Adopt Technology Save Time and Resources Strengthen Client Relationships Aggressively Scale My Practice Become an RIA For Your Investors Educate Financial Planning Investor Administration Services Digital Sales and Service Investment Management Transition Support Retirement Services for Business RIA Services Who We Serve Independent Advisors Advisor Teams Registered Investment Advisors Bank Trust Blog Resources Practice Management Client Experience On Demand Webinars Upcoming Events Investor Relations About Careers Philanthropy and Community Leadership Company Information News AssetMark Trust Contact Us Solutions Solutions For Your Business Early Stage Advisors Growth Stage Advisors Mature Stage Advisors For Your Objective Adopt Technology Save Time and Resources Strengthen Client Relationships Aggressively Scale My Practice For Your Investors Educate Financial Planning Investor Administration Platform Platform Digital Sales and Service Investment Management Retirement Services for Business Blog Investor Relations About About Company Ownership Careers Philanthropy and Community Leadership News AssetMark Trust Contact Us We empower independent advisors As a financial advisor, your clients have placed their futures in your hands. AssetMark provides solutions and guidance to give that future the attention it deserves. FEATURED RESOURCE The High-Net-Worth Market is Growing As wealth expands, technologies and investment options become more complex. Clients will expect more from you...don’t let your clients outgrow you. Digital Solutions Compelling Wealth Management Technology From portfolio construction and investment research to client communication and prospecting, our wealth management technology provides advisors with the means of transforming their practice for the better. Spend less time working on back-office, administrative tasks, and more time on your clients. Explore Our Solutions Service and Support Scalable, Personalized Service AssetMark isn’t like other third-party asset management platforms; we combine our solutions with a personal touch to serve as an extension of your team, ready to provide insightful guidance and support tailored to your unique needs. Our consultants and support teams are available to provide platform support, ensure your practice is functioning smoothly, customize your solutions, and connect with you. Investment Management Curated Investment Solutions Use our platform to build portfolios that align with your clients’ risk tolerance and ensure the focus stays on their long-term goals. We offer a range of investment solutions designed to meet your client’s financial objectives. Choose from turnkey or DIY portfolios, custom high-net-worth solutions, and retirement services—all researched and monitored by a team of due diligence and investment professionals. Meet Your Goals, Overcome Your Challenges AssetMark’s services are designed to help financial advisors advance their practice no matter what their size, goals, or specialty. Explore our solutions to identify the right approach for you. Adopt Technology Save Time and Resources Strengthen Client Relationships Aggressively Scale My Practice Adopt Technology Augment Your Services and Drive Efficiency Implement dynamic solutions in your business that enhance your clients’ experience and provide you with the back-office support you need. With streamlined administrative support, insightful investment research, and robust client communication tools at your side, you’ll have more time than ever to devote to your clients’ unique needs. Learn More → Save Time and Resources Identify Efficiencies When you work with AssetMark, you don’t just gain compelling wealth management solutions—you gain a team of experienced professionals committed to your success. We’ll work with you to evolve your business practices by identifying gaps and responding to challenges. Working with AssetMark brings time and resources back into your business so you can do what you do best: helping your clients achieve their financial goals. Learn More → Strengthen Client Relationships Not Just a Vendor We’re in the relationship business. AssetMark cares about supporting your clients’ success just as much as you do. That’s why we specialize in developing user-friendly tools that provide compelling and informative experiences for your clients and reduce your administrative workload. Coupled with our market insights, tailored guidance, and professional development, you’ll be able to focus your time on your clients. Learn More → Aggressively Scale My Practice Gain an Advantage You’re focused on providing quality service to your clients—you deserve the same in return. With AssetMark in your corner, we can help you expand your client base, guide the development of your staff, and innovate so you grow your business. Learn More → 7.9 Hours saved per week when outsourcing more than 50% of assets 51 % Growth in total assets when outsourcing more than 50% of assets 83 % Reporting that outsourcing improved their client relationships Outsourcing to a third-party investment platform can feel like a big change. That’s why we studied the outcomes of advisors who switched—so you can see the value of outsourcing for you and your clients. News and Events Join Our Community Stay connected to your peers and keep up to date with the latest trends, developments, and thought leadership in the financial industry. View Our Events Listing Page Latest AssetMark Posts Marketing April 26, 2024 AI for Advisors: How To Scale Marketing and Reporting To Unlock Growth Artificial intelligence (AI) is changing the way many professionals operate—including those in the financial services industry. Embracing the game-changing power of AI for... Marketing April 19, 2024 Digital Client Prospecting: A Guide for Financial Advisors Have you ever thought about the incredible impact your work has? As an advisor, you’re not just crunching numbers; you’re shaping dreams, securing futures, and bringing peace... Growth April 12, 2024 The Art of Effective Cash Management: Optimizing Liquidity, Risk, and Returns In the world of finance, the spotlight often falls on investments like stocks, bonds, and real estate. While these assets undoubtedly play a significant role in building... View All Blog Posts For Your Business Early Stage Advisors Growth Stage Advisors Mature Stage Advisors For Your Objective Adopt Technology Save Time and Resources Strengthen Client Relationships Aggressively Scale My Practice Become an RIA For Your Clients Educate Finance Planning Administration Platform Digital Sales & Service Investment Management Retirement Services for Business RIA Services Transition Support Who We Serve Independent Advisors Advisor Teams Registered Investment Advisors Resource Center Blog Improve Your Practice Regulatory Updates Webinars Events About Company Careers Contact Us Investor Relations Security and Privacy Forms and ADV Terms and Conditions AssetMark, Inc. ("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 is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our...