AssetMark, a leading provider of wealth management and technology solutions for financial advisors, today announced it has been named Best Overall TAMP in The Wealth Advisor’s 2025 America’s Best TAMPs Guide. The firm also secured the top spot in the Best Service and Best Advisor Development categories, recognizing its commitment to advisor success beyond technology alone. Adhesion Wealth Advisor Services, a wholly owned subsidiary of AssetMark, was also named part of the 2025 class.
These honors are based on extensive feedback from The Wealth Advisor’s network of 350,000 financial advisors and underscore AssetMark’s leadership in helping advisors grow their businesses through unmatched support, strategic resources, and cutting-edge technology.
“Being named the Best Overall platform, along with top rankings for Best Service and Best Advisor Development, is a testament to the dedication and innovation of our team,” says Michael Kim, President and CEO of AssetMark, and President and CEO of Adhesion Wealth. “This recognition reflects our ongoing commitment to empowering financial advisors with the resources, technology, and support they need to succeed. We understand the challenges advisors face, and our goal is to provide them with innovative solutions and exceptional service, helping them grow their businesses and deliver optimal value to their clients.”
AssetMark’s recognition comes at a watershed moment for the firm and the wealth management industry more broadly. With advisor adoption surging to 45%—up from just 10% a decade ago—the outsourced portfolio solution model is rapidly shifting from innovation to industry standard.
According to The Wealth Advisor’s latest survey, advisors cite time savings and client service as key benefits: 39% cite more time for prospecting, 36% value additional time for current clients, and 34% appreciate holistic financial planning capabilities.
In response to this evolution, AssetMark continues to expand its offerings to meet the growing and changing needs of advisors and their clients. This includes the launch of Ascent, a program designed to help advisors navigate succession planning, and the upcoming debut of a new advanced planning solution that will deliver tailored strategies across estate planning, tax efficiency, retirement planning, and multigenerational wealth transfer.
For more information or to download the full 2025 America’s Best TAMPs guide, visit The Wealth Advisor.
About AssetMark
AssetMark operates a wealth management platform whose mission is to help financial advisors and their clients. AssetMark, together with its affiliates AssetMark Trust Company, Voyant, and Adhesion Wealth Advisor Solutions, serves advisors at every stage of their journey with flexible, purpose-built solutions that champion client engagement and drive efficiency. Its ecosystem of solutions equips advisors with services and capabilities to help deliver better investor outcomes by enhancing their productivity, profitability, and client satisfaction. With a history going back to 1996, AssetMark has over 1,000 employees, and its platform serves over 10,700 financial advisors and over 317,000 investor households. As of December 31, 2024, the Company had over $139 billion in platform assets. AssetMark, Inc. is a Registered Investment Adviser with the U.S. Securities and Exchange Commission. For more information, please visit www.assetmark.com. Follow us on LinkedIn.
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Contacts
Media:
Nicole Mossman
Chief Marketing Officer
Nicole.mossman@assetmark.com
