AssetMark

AssetMark operates a comprehensive wealth management platform, dedicated to empowering financial advisors and their clients to achieve their goals. Founded in 1996, we provide a suite of flexible, purpose-built solutions, integrating innovative technology with essential planning tools, investment solutions, and operational capabilities. Our mission is to enhance advisor productivity, profitability, and client satisfaction, ultimately leading to better investor outcomes.

With over 1,100 dedicated employees, AssetMark fosters a client-centric and supportive culture, driven by a shared commitment to excellence. We proudly serve more than 10,500 financial advisors and 318,000 investor households, managing over $158 billion in platform assets. As a registered investment adviser, we are committed to helping advisors thrive. We invite you to learn more about how we empower success.