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AssetMark

is a California-based financial advisory firm that provides services such as investment management and retirement planning for individuals and businesses... Read more
OverviewCompetitorsAcquisitionsFundingNews & Insights

AssetMark

is a California-based financial advisory firm that provides services such as investment management and retirement planning for individuals and businesses... Read more
AssetMark Chairman & CEO: Louis Maiuri

Chairman & CEO

Louis Maiuri

CEO Approval Rating

82/100

1996

PrivateAcquired by GTCR, LLC

Banking, Financial Services and Insurance
Asset & Investment Management
62826199 NAICS listing

Est. Annual Revenue
$500M-1.0B
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Est. Employees
1.0-5.0K
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Funding
$525M
Acquisitions
6

News

Acquisition
Dec 16, 2025
GlobeNewswire
AssetMark acquired Efficient Advisors, LLC for undisclosed amount

AssetMark Competitors

1Orion
2Envestnet
3SEI
4Loring Ward
5Brinker Capital Inc
6Janus Henderson
7Hansard
8Vanguard
9Fidelity Investments
10Raymond James
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