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Text Content

 * 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
 * Resources
   * Blog
   * Resources
   * Upcoming Events
   * Webinars
 * About
   * Careers
   * Philanthropy and Community
   * Leadership
   * Company Information
   * Investor Relations
   * News
   * AssetMark Trust
   * Contact Us

Get Started
 * 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

Get Started



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.

Get Started Learn More About Assetmark


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.

Download Your Copy



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.

Download White Paper

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

Featured
June 28, 2024


BOOSTING PRODUCTIVITY WITH INTEGRATED TRUST ADMINISTRATION SOLUTIONS

The world of wealth management is multi-faceted and demanding. Financial
advisors juggle a multitude of tasks, from investment research and portfolio
management to client...
Featured
June 7, 2024


WEALTH MANAGEMENT AND BANK TRUST: A POWERFUL COMBINATION FOR THE EVOLVING
FINANCIAL LANDSCAPE

The financial services industry is undergoing a transformation, with bank trusts
experiencing a paradigm shift. Traditionally, bank trust departments offered a
range of...
Marketing
May 17, 2024


THE VALUE OF AI FOR FINANCIAL ADVISORS AND HOW TO MAKE IT WORK FOR YOUR PRACTICE

Innovative changes impacting today's industries are things sci-fi writers used
to only dream of. From science fiction to real-world uses in our daily and
professional lives,...
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 ownership page for more information.

© 2024 Copyright AssetMark, Inc. All rights reserved. (101424 | C20-16871)