AssetMark

AssetMark runs a turnkey asset management platform used by independent advisors and RIAs. The company says it serves more than 10,000 advisors and over 340,000 households, with more than $180 billion in platform assets as of June 2026. AssetMark, Inc. is an SEC-registered investment adviser.

Advisors can outsource portfolio management to AssetMark, build their own portfolios on the platform, or mix the two. The investment menu includes turnkey and do-it-yourself models, custom high-net-worth portfolios, direct indexing, cash options, retirement plans for businesses and a private markets lineup of interval funds held inside its unified managed account technology. Adhesion Wealth, a UMA administration platform whose releases appear on AssetMark's news page, launched custom model portfolios for RIAs in September 2026. The Advisor Portal includes portfolio construction, research, client communication and prospecting tools, and Talk Tracks, an AI feature that drafts client talking points from portfolio data. Business consultants help firms with growth, staffing and practice planning.

AssetMark was founded in 1996 and is based in Concord, California, with offices in Phoenix, Chicago, Charlotte and the Atlanta area. The company says it has more than 1,100 employees. The company describes itself as independent and privately owned.