America’s Best TAMPs Showcase - Flipbook - Page 10
2026 AMERICA’S BEST TAMPS
CONTINUED FROM PAGE 7
ago. What was once a niche solution
embraced by early adopters has
become a mainstream operating model.
The question is no longer whether to
engage with the TAMP ecosystem.
What matters now is how deep it goes
and how quick we get there.
The emergence of dedicated service
TAMPs is one of the more meaningful
structural shifts of the past year.
These platforms prioritize coaching,
community building, and investmentrelated support, streamlining
operational tasks while emphasizing
the human elements that differentiate
advisors in an increasingly automated
landscape. The implicit argument is
that technology alone doesn’t build a
better practice. The advisor behind the
technology does.
TM
AI integration accelerated across the
board in 2025. Risk analysis, client
communication automation, and
compliance monitoring emerged as the
areas where AI is making the biggest
measurable impact on day-to-day
advisory operations. Most advisors are
already benefiting from these capabilities
through their existing platforms, often
without recognizing the degree to which
AI is shaping their workflows.
Separately, iCapital and GeoWealth
partnered to give advisors access to
custom private asset models from
BlackRock, combining private markets,
direct indexing, and fixed-income SMA
strategies into a single UMA structure.
Taken together, these developments
signal that private markets are no longer
an institutional-only conversation. They
are becoming a standard component of
the advisor toolkit.
Private markets access was arguably
the most commercially significant
development of the year. Fidelity
launched new turnkey model portfolios
focused on private markets through
Envestnet, embedding allocations
to private equity, private credit, and
private real estate into multi-asset openarchitecture portfolios that advisors can
deploy at scale.
AdvisorEngine entered the TAMP
market directly through its Portfolio
Solutions unit, launching a program
built natively into its existing wealth
management platform and giving
independent advisory firms access to
over 1,500 investment strategies from
more than 300 asset managers. The
emphasis on tax-smart investing and
automated tax-loss harvesting reflected
10 BIGGEST ABT PLATFORMS
ABT FIRM
PLATFORM ASSETS (MILLIONS)
% OF ABT ASSETS
ENVESTNET
$646,000
48.16%
ASSETMARK
$158,000
11.78%
SEI
$126,500
9.43%
ORION
$124,000
9.24%
DYNASTY
$71,000
5.29%
GEOWEALTH
$49,000
3.65%
FOCUS
$47,330
3.53%
SMARTX
$33,000
2.46%
AMPLIFY
$23,700
1.77%
BROOKSTONE
$12,600
0.94%
MATSON
$12,100
0.90%
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