AssetMark Financial Holdings, Inc.
New York Stock ExchangeRecent
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- AssetMark Financial Holdings, Inc. (NYSE: AMK) provides a comprehensive wealth management platform and technology solutions to independent financial advisors across the United States; core offerings include an open-architecture investment platform with curated portfolios, turnkey and DIY asset allocation options, custom high-net-worth solutions, retirement services, direct indexing, tax management, financial planning tools, SaaS-based wellness and client digital engagement solutions, custodial recordkeeping, overlay management, mutual funds, practice management support, business consulting, and advisor technology for portfolio construction, billing, reporting, and client activity tracking; the company serves over 10,500 advisors and 318,000 investor households with more than $158 billion in platform assets as of September 30, 2025. Headquartered in Concord, California, with additional offices in Phoenix, Arizona; Chicago, Illinois; Charlotte, North Carolina; Atlanta, Georgia; and Encino, California, AssetMark was founded in 1996 and operates as a subsidiary of Huatai International Investment Holdings Limited. Recent developments include a strategic alliance with Morningstar Wealth Platform, under which it acquires approximately $12 billion in assets from Morningstar's Turnkey Asset Management Platform (TAMP) and integrates Morningstar's model portfolios and separately managed accounts; in October 2025, the company announced its intention to acquire Efficient Advisors, LLC, an RIA-focused asset management platform with $3 billion in client assets, marking its eighth acquisition since 2014 and expected to close in Q4 2025; additionally, AssetMark collaborates with Cheetah on a wealth management and trust accounting solution.
American Creek's JV Partner Tudor Gold Commences 2025 Exploration Drill Program at Treaty Creek
American Creek's JV Partner Tudor Gold Intensifies Exploration Efforts by Initiating Permitting for Construction of Underground Exploration Infrastructure to Expand and Complete Drilling of Supercell One Zone at Treaty Creek, Golden Triangle of British Columbia
AssetMark Named Winner of the ThinkAdvisor 2024 Luminaries Award for Innovation for Its Tax Management Services
AssetMark Appoints Erin Wood as Senior Vice President of Advanced Planning
AssetMark Completes Acquisition of Key TAMP Business Assets in Strategic Alliance with Morningstar Wealth
AssetMark Adds TIFIN AI Capabilities to Enhance and Scale its Industry-Leading Wealth Management Platform
AssetMark and Cheetah Deliver a Unified Wealth Management Solution, Driving Growth and Efficiency for Financial Institutions
American Creek's JV Partner Tudor Gold Announces Positive Metallurgical Testing Results for the Goldstorm Deposit at Treaty Creek, Located in the Heart of the Golden Triangle, Northwestern British Columbia
AssetMark Launches Morningstar Wealth Investment Strategies for Financial Advisors
AssetMark Completes Acquisition by GTCR, Launching New Era of Strategic Growth and Expansion
July AMK Report
AssetMark Enhances Advisor Offerings with Expanded Cash Solutions Suite
Compared to Estimates, AssetMark Financial (AMK) Q2 Earnings: A Look at Key Metrics
AssetMark Financial (AMK) Q2 Earnings Match Estimates
AssetMark Reports $119.4B Platform Assets for Second Quarter 2024
June AMK Report
AssetMark (AMK) & Morningstar Wealth Form Strategic Alliance
AssetMark to Enter Strategic Alliance with Morningstar Wealth, Acquire Assets from TAMP Business
May AMK Report
The Schall Law Firm Initiates Investigation into Allegations Against AssetMark Financial Holdings, Inc. and Calls for Investors to Connect