We help you prioritize your business
For more than 20 years, AssetMark has provided independent advisors and their clients with investment and wealth management solutions, technology, and consulting. Now we’re putting all that experience to work to meet your needs as an RIA. We understand the challenges you face and can help you meet the demands of running your business, freeing you to spend more of your time serving your clients. 

Built Around Your Needs
Personalized, responsive service
Work with an AssetMark Institutional service team specially dedicated to you and your clients. We’ll help you scale your business faster as we take back-office work off your hands—so you can put your time and expertise to work where it matters most: serving your clients.

Experienced consultants to advise you
We’ll help you refine your business strategy and planning process, empower and incentivize your team members, enhance the client experience and operational efficiency, and market your business.

Technology designed around you
Incorporate our tools and technology easily into your practice, to support more effective client engagement, account opening, portfolio management, reporting, billing, and more.

Supportive community of your peers
Share ideas and best practices in interactive meetings, virtual events, and study groups. Learn from industry experts and build a network of like-minded RIAs who understand your challenges and goals.