This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Assetmark ยท Broadridge
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 07-15-1998
- Office Locations
- 106
Office Locations
About Assetmark, Inc.
AssetMark, Inc. is an SEC-registered investment adviser providing wealth management and technology solutions for financial advisors, designed to help advisors support clients and run their practices amid changing needs. The firm serves both retail and institutional channels and works with Broadridge.
Reported data analysis
What the numbers show
Between December 15, 2025 and May 18, 2026, reported AUM increased 18.5%, from $77.4B to $91.8B.
Across 5 reported observations, AUM increased 52.6% between October 14, 2022 and May 18, 2026, from $60.1B to $91.8B.
Of the latest reported AUM, 99.1% is discretionary and 0.9% is non-discretionary.
The firm reports 269 advisory representatives and 676,720 clients, or 2,515.7 clients per representative. That equates to $135.6K in reported AUM per client.
The profile lists 106 reported office locations and 28 years in operation. The source data was last updated on May 18, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Assetmark, Inc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Assetmark, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
TED FYKE ANGUS
EVP, General Counsel
- CRD
- --
- Ownership
- Less than 5%
GAURAV AUDITYA
EVP
- CRD
- #5958938
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
Unlock allContacts
MICHAEL JOEL ABELSON
--
- CRD
- #2343295
JENNIFER LINDA ADAMS
Financial Planner
- CRD
- #4021296
Showing 2 of 225 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $90,922,033,722 | $199,194 |
| Non-Discretionary | $838,114,298 | $279,371,433 |
| Total | $91,760,148,020 | $201,029 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Assetmark, Inc. has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Assetmark, Inc.'s 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
Continue browsing