Assetmark, INC.
Concord, CA·SEC-registered · CRD #109018
Assetmark, INC. is an SEC-registered investment advisory firm in Concord, CA managing $92B across 456k client accounts, with 269 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$92B
Client accounts
456k
Advisory staff
269
Fee model
Fee-based
How Assetmark, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Assetmark, INC.
How much does Assetmark, INC. manage?
Per its most recent SEC Form ADV filing (05/18/2026), Assetmark, INC. reports $92B in regulatory assets under management across roughly 456k client accounts.
How does Assetmark, INC. charge?
Assetmark, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Assetmark, INC. a fiduciary?
Yes. Assetmark, INC. is registered with the U.S. Securities and Exchange Commission (CRD #109018), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Assetmark, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Assetmark, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Concord, CA
Profile compiled from Assetmark, INC.'s public SEC Form ADV filing (CRD #109018, filed 05/18/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Assetmark, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Assetmark, INC.? Claim this profile.