RIA Intel›Advisers›California›ASSETMARK, INC.

ASSETMARK, INC.

Advisory

N·CONCORD, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Total AUM

$91.8B

1-Year AUM Growth

+18.8%

3-Year CAGR

+10.8%

Employees

269

Assets Under Management

Total AUM$91.8B

Discretionary AUM$90.9B

Non-Discretionary AUM$838M

Discretionary %99.1%

Total Clients410,747

Team

Total Employees269

Investment Advisers859

Employee Growth (1Y)-3.9%

Filing History

Total Filings on Record72

First FilingApr 3, 2001

Latest FilingMar 27, 2026

🔒 Full AUM trend chart and 72 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ASSETMARK, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.