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.
Service and operations are the #1 reason advisors recommend AssetMark.**Advisor Experience and Net Promoter Survey Q2 2020
AssetMark Institutional provides a fully assembled, holistic solution for RIAs seeking efficiency, scale, and community. We offer operational support to help you focus on serving clients, a range of investment solutions to meet your portfolio management style, wealth management planning resources designed for clients’ changing needs, and client experience and engagement resources to help enhance your relationships.