Alternatives to 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. Read the AssetMark profile.
Adhesion WealthIn the news
UMA platform with outsourced trading and tax overlay for RIAs
- RIAs
- Asset managers
Sowell ManagementIn the news
TAMP and RIA platform for independent financial advisors
- RIAs
TAMP & managed accountsCustom quote
Flexible Plan Investments
Turnkey asset management program for risk-managed strategies
- RIAs
- Broker-dealers
TAMP & managed accountsBasis points on assets
Frontier Asset ManagementIn the news
Outsourced risk-managed model strategies for RIAs and broker-dealer advisors
- RIAs
- Broker-dealers
Dynamic Advisor Solutions
RIA platform, outsourced operations and TAMP for independent advisors
- RIAs
TAMP & managed accountsBasis points on assets
Zoe FinancialIn the news
Sub-advisory TAMP and advisor-matching network for fee-only RIAs
- RIAs
TAMP & managed accountsCustom quote
55ipIn the news
Tax-managed portfolio implementation software for advisors and wealth firms
- RIAs
- Broker-dealers
- Asset managers
Portfolio managementCustom quote