← Tributary

ASSETMARK, INC.

CONCORD, CA · CRD 109018 · IAPD ↗ · micro.fmgsuite.com · 800-664-5345

$91.76BRegulatory AUM
269Advisory reps
859Employees
220268Clients
0Planning clients
0Private funds
53States
8Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — ASSETMARK, INC. grew from 244 to 269 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — ASSETMARK, INC. added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2024 — ASSETMARK, INC. shrank from 257 to 247 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.