We collect your information when you visit this website. For more information, view our privacy page. I Understand ADVISOR SUPPORT LOGIN GET STARTED Keep Your Investors Informed Investors come with varying levels of sophistication; let AssetMark support your educational efforts. REQUEST A CONSULTATION Why Investors Trust AssetMark Your investors can rest easy knowing their assets are in good hands. $84.6 Billion In platform assets as of June 30, 2021 196,000+ Client households supported as of June 30, 2021 8,400+ Advisors supported as of June 30, 2021 0 % currently invest in stocks, bonds, retirement (401(k)), etc. 0 % would meet with a financial advisor to talk about their investment potential 0 % don't invest currently because they don't know enough to start Get Your Investors Up to Speed We recently surveyed 2,100 Americans to understand their attitudes towards investing. Almost half would meet with a financial advisor, but don't know where to start. Our free guide, “Investing Essentials: 10 Common Investment Terms to Keep in Your Back Pocket,” serves as the perfect primer for a potential client that’s new to investing. Our guide explains the most common investing terms to help clients get started and get comfortable navigating their investments. DOWNLOAD THE GUIDE AssetMark Blog NOVEMBER 10, 2020 Opportunities for Advisors Abound Despite Market Impact of COVID-19 Has the global pandemic impacted how people feel about investing? Our new American Financial Experience Survey says yes, and in a big way. Designed to gauge the attitudes... DECEMBER 11, 2020 Rethinking Your “Giving Season” Philosophy As a challenging year comes to an end, despite the many hardships that affect us all, people are still looking at ways they can donate time and money to help those in even... DECEMBER 28, 2020 5 Tips to Grow Your Practice When You’re Feeling Overwhelmed Your clients have placed their financial future in your hands—that's a serious responsibility. In order to provide the level of service your clients deserve, you need to... VIEW ALL BLOG POSTS For Your Business Early Stage Advisors Growth Stage Advisors Mature Stage Advisors For Your Objective Adopt Technology Save Time and Resources Strengthen Client Relationships Aggressively Scale My Practice Become an RIA For Your Clients Educate Finance Planning Administration Platform Digital Sales & Service Investment Management Retirement Services for Business Transition Support Who We Serve Independent Advisors Advisor Teams Registered Investment Advisors Resource Center Blog Improve Your Practice Regulatory Updates Webinars Events About Company Careers Contact Us Investor Relations Security and Privacy Forms and ADV Terms and Conditions AssetMark, Inc. ("AssetMark") is a leading provider of extensive wealth management and technology solutions that help financial advisors meet the ever-changing needs of their clients and businesses. The information on this website is for informational purposes only and is intended as an overview of the services offered to financial advisors, not a solicitation for investment. Information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change. Advisors seeking more information about AssetMark’s services should contact us; individual investors should consult with their financial advisor. AssetMark is an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of AssetMark Financial Holdings, Inc. (NYSE: AMK) of which Huatai Securities Co., Ltd. is a controlling shareholder. Visit our ownership page for more information. © 2021 Copyright AssetMark, Inc. All rights reserved. (101424 | C20-16871)