Attract Advisors and Clients Alike

Advisor teams that work with AssetMark gain a network of professionals dedicated towards creating growth—whether it’s AUM or human resources.

What You Stand to Gain

Value-Adds and Differentiation

We provide compelling digital experiences, cutting-edge tools, and impactful consultative insights that makes your organization more attractive to financial advisors and clients.

Growth

Attract more advisors to your organization and optimize your advisor-to-client ratio with AssetMark’s professional business consulting services.

High-Net Worth Clients

With a sophisticated service offering and the scale necessary to support the complex needs of the mass affluent, advisor teams that work with AssetMark are well-positioned to attract high-net-worth clients.

The Services You’ll Benefit From

Prove Why Advisors Should Join Your Practice

Whether you’re seeking advisors to tuck in under your RIA or to join your Office of Supervisory Jurisdiction (OSJ), you’ll need to demonstrate why working with you is more attractive than a wirehouse or an independent practice. For many advisors, that differentiator is access to sophisticated tools that make their day-to-day easier and elevate the client experience.

eWealthManager

AssetMark’s technology solution, eWealthManager, provides all the capabilities that you need to run your practice. Easily research, select, and manage investment strategies; build and compare portfolios; manage client accounts; and more.
Open Architecture

Our technology solutions are open-architecture, making them easy to integrate with third-party technologies like Voyant, MoneyGuide, proprietary tools, and others.

Diversify Your Service Offering

For many financial advisors, the reason why they seek out an OSJ or tuck-in opportunity is to offer services they’re not currently able to provide. At AssetMark, we provide the solutions necessary for the entire spectrum of financial advisory services, from the most transactional to the most strategic.

Investment Management
Retirement Planning
Estate Planning
Tax Planning
High-Net-Worth Services

Start Growing Today

Overcome the obstacles in your way with AssetMark.

Explore Our Solutions

We offer a range of services to support your RIA practice. No matter what challenge you’re facing, AssetMark can help.

Digital Technology

Elevate the client experience and streamline your administrative tasks with AssetMark’s digital solutions. Learn More

Sales and Service

Whatever your needs— business consulting, technical support, or a community of peers to connect with—AssetMark is here to help. Learn More

Investment Management

Help your clients stay on track toward their goals with AssetMark’s portfolio solutions, research, and innovative investment strategies. Learn More

Retirement Solutions

Diversify your offerings with one of the most-needed services out there—retirement services. Learn More

Transition Support

Interested in becoming an RIA? We’ll help you through the process. Learn More

69 % of RIAs see marketing as their primary strategic initiative for the upcoming year.

93 % of RIAs don’t have enough personnel to select and monitor investments

33 % of RIAs believe that implementing technology is their biggest barrier to long-term growth.

It can be a challenge to give your clients the attention they deserve and grow your business at the same time. At AssetMark, we’ve worked with numerous RIAs to make growing their business easier. Now, we’ve collected our insights into our latest eBook: An RIA's Guide to Business Growth: What's Getting in the Way?

Recent Insights

Featured

July 5, 2024

The Ultimate Guide to Financial Advisor Marketing

Research shows that 80% of financial advisors have no defined marketing strategy. Is this a mistake? A missed opportunity for growth?

Wealth Management

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...

Wealth Management

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...

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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.