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    AssetMark Institutional: Built for RIAs

    Clients’ expectations are changing—AssetMark Institutional is designed for registered investment advisors whose business depends on meeting that challenge head-on.

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    A forward focus

    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

    AMI 6

    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.
    AMI 2

    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.
    AMI 1

    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.
    AMI 3

    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.

    Demand more—get the attention you deserve

    0 % of transactions are processed flawlessly
    0 % of calls are answered in 20 seconds

    Demand more—get the attention you deserve

    Service and operations are the #1 reason advisors recommend AssetMark.*

    *Advisor Experience and Net Promoter Survey Q2 2020

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    What we offer

    The support you need for the business you want

    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.

    Prioritize Your Business

    AssetMark Institutional offers the resources you need to build the business you envision.

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