America’s Best TAMPs Showcase - Flipbook - Page 31
2026 AMERICA’S BEST TAMPS
TM
New business contact:
Frank Roe
SVP, Sales and Consulting
Phone: (312) 952-5712
Email:
Frank.Roe@AssetMark.com
ASSETMARK
Michael Kim
President and CEO
AssetMark
1655 Grant St, Fl 10, Concord, CA 94520 • www.assetmark.com
AssetMark is a full-service wealth management platform empowering
independent financial advisors with innovative, outsourced solutions that
enhance client outcomes and drive business growth. We support advisors
of all sizes in their roles as trusted partners to their clients, offering the
tools, resources, and expertise to succeed. As an extension of our advisors’
teams, we are deeply committed to serving their clients’ best interests.
Together with our subsidiaries Voyant and Adhesion Wealth, we foster
growth for advisors at every stage of their journey. This is achieved through
our three strategic pillars:
AssetMark empowers
independent financial advisors
and their clients through
every stage of their journey
with flexible, purpose-built
solutions that champion
client engagement and drive
efficiency. Over the past year,
the company has experienced
continued innovation and
growth. We now support over
1,100 employees and serve
more than 10,500 financial
advisors and 318,000
investor households. As of
September 30, 2025, the
firm had over $158 billion
in platform assets, all while
maintaining a world-class
Net Promoter Score (NPS)
of 73, which represents
exceptional customer loyalty
and advocacy.
AssetMark remains at the
forefront of innovation,
delivering meaningful
platform enhancements and
new investment capabilities,
such as private markets,
tailored to the evolving needs
of independent advisors.
1. Integrated Technology – We deliver flexible, intuitive technology that
streamlines client engagement, drives efficiency, and supports advisors
from prospecting to ongoing client servicing.
Type of Program: TAMP
wealth management platform,
mutual fund wrap, ETF
wrap, traditional and custom
SMA, custom UMA, guided
portfolios, retirement plans,
cash and lending solutions,
tax management services,
financial planning, Direct
Indexing, Self-Directed
Brokerage Accounts, Private
markets
Total Assets in Program:
$158 billion as of 9/30/2025
2. Comprehensive Investment Solutions – Our expanded suite of
investment strategies and services include new access to Private
Markets, Self-Directed Brokerage Accounts, Direct Indexing and
Advanced Planning, along with cutting-edge AI-powered enhancements
to meet evolving investor needs across all wealth segments.
Year Program Began: 1994
3. Personalized Support and Consulting – Our experienced service and
consulting teams provide tailored platform solutions, allowing advisors
to focus on high-value activities that grow their business and strengthen
client relationships.
Types of Products Available:
TAMP wealth management
platform, mutual fund wrap,
ETF wrap, traditional and
custom SMA, custom UMA,
guided portfolios, retirement
plans, cash and lending
solutions, tax management
services, financial planning,
Direct Indexing, Self-Directed
Brokerage Accounts, Private
markets
For over 25 years, AssetMark has cultivated a community of like-minded
advisors who are at the heart of everything we do, helping them thrive in a
dynamic market.
STR AT E G I C F E AT U R E S
ACCOUNT AGGREGATION
INTEGRATION WITH
3RD-PARTY PLATFORMS
ACCOUNT REBALANCING
INVESTMENT POLICY
STATEMENTS
CLIENT-FACING
PERFORMANCE REVIEWS
IPHONE OR ANDROID APP
PRODUCTIVITY
CLIENT PORTAL
Managers on Platform
Vetted: Yes
Managers GIPS®
Compliant: No
Platform Tracks Client
Holdings: Yes
MARKETING SUPPORT
Program Compatible for:
Independent advisors at
broker-dealers with selling
agreements with AssetMark,
hybrid RIAs or RIAs
PRIVATE LABELING
Optimized for Tax Trading
Efficiency: Yes
CUSTODIAN AGNOSTIC
Sleeve-Level Reporting: Yes
CUSTOMIZED PORTFOLIOS
Looking forward to 2026,
we remain committed to
innovation and excellence
– fostering a culture that
empowers teams to think
boldly, move decisively,
and deliver tools that help
advisors build stronger, more
sustainable businesses.
CONTACT
RESEARCH & DUE DILIGENCE
CUSTOM REPORTING SUITE
RISK MANAGEMENT TOOLS
DIRECT INDEXING
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
SUCCESSION PLANNING
FINANCIAL PLANNING TOOLS
TAX-LOSS HARVESTING
INSTITUTIONAL CLIENT SUPPORT
UNIFIED OR SMART BILLING
INTEGRATED TRUST SERVICES
31
Asset Allocation
Methodologies: Core,
tactical, and diversifying
strategies
