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AssetMark competitors & alternatives
The 12 closest competitors and alternatives to AssetMark among asset management companies — ranked by similarity to what AssetMark actually does, not by market-cap band.
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About AssetMark
AssetMark provides a wealth management platform and outsourced services designed for independent financial advisors, RIA firms, and enterprises. The company offers technology solutions for portfolio construction, investment management, tax management, and administrative support to help advisors scale their practices and serve their clients.
AssetMark at a glance
AssetMark is an asset management company headquartered in United States. Xcout tracks 8 named people at AssetMark, including Lou Maiuri (Chairman and Group Chief Executive Officer of AssetMark). Xcout recorded 1 job posting from AssetMark in the last 90 days.
AssetMark leadership
- Lou MaiuriChairman and Group Chief Executive Officer of AssetMark
- Michael KimChief Executive Officer and President of AssetMark
- Collin RocheCo-CEO and Managing Director, GTCR
- Lisa OpokuChief Operating Officer, FS Investments
- Michael HollanderManaging Director, GTCR
- David LaloDirector, GTCR LLC
2 more named people on record for AssetMark, with roles, board committees and tenure — see the full roster →
Hiring at AssetMark
Xcout recorded 1 job posting from AssetMark in the last 90 days, from a hiring record Xcout has kept since June 2026.
The weekly hiring trend, the roles and locations behind it — see AssetMark's hiring signals →
Top 12 AssetMark competitors
Ranked by semantic similarity — how close each company is to AssetMark by what it does, using Xcout's live company graph. Click any company for its full profile, or its competitor set.
Similar asset management company
Cetera Financial Group is an independent wealth hub and financial services provider comprising, among other companies, one of the largest families of independent registered investment advisers and broker-dealers in the United States. As such, Cetera provides financial advisors, tax professionals, and financial institutions with market and investment research, client-service platforms and technologies, trade execution and portfolio management services, and back-office support.
Similar asset management company
Allworth Management Holdings provides comprehensive wealth management and financial planning services for individuals, families, and employers. The company offers customized investment management, tax planning, estate planning, insurance services, and 401(k) solutions through a fee-based fiduciary model.
Similar asset management company
Cerity Partners provides comprehensive wealth management and financial advisory services. The company serves individuals, families, corporations, and institutions with solutions including financial planning, tax preparation, investment management, and retirement plan consulting.
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Similar asset management company
Osaic is one of the United States' largest providers of wealth management solutions, supporting a service-driven community of financial professionals from its headquarters in Scottsdale, Arizona.
Similar asset management company
Focus Financial Partners is a wealth-management partnership that provides capital, operational support, and business resources to independent registered investment advisors and other financial advisory firms. Its partner firms serve individuals, families, institutions, and businesses with investment management, financial planning, and related advisory services.
Similar asset management company
Adams Street Partners is an investment management firm that provides private market solutions, including primary investments, secondary investments, growth equity, private credit, and co-investments. The company serves institutional investors, financial advisors, wealth managers, insurance companies, and entrepreneurs.
Similar asset management company
Affiliated Managers Group, Inc. (AMG) functions as an asset management firm, leveraging its network of affiliates to provide comprehensive investment management solutions. Its primary clientele in the United States includes mutual funds, institutional investors, and high-net-worth individuals. AMG additionally offers advisory and subadvisory services to mutual funds, which are distributed to retail and institutional clients through direct channels and a wide range of intermediaries. These intermediaries encompass independent financial advisors, retirement plan sponsors, broker-dealers, major fund marketplaces, and bank trust departments. The company delivers a diverse portfolio of investment products to its institutional clients, covering various styles such as equity strategies focused on small, small-to-mid, mid, and large-capitalization value and growth, as well as emerging markets. AMG's offerings further extend to quantitative, alternative, and fixed-income products. The firm also manages assets for charitable foundations, endowments, and both corporate and municipal defined benefit and defined contribution plans. Beyond general investment management, AMG provides customized investment counseling and robust fiduciary services. Founded in 1993, Affiliated Managers Group, Inc. is headquartered in West Palm Beach, Florida, with additional global offices located in Prides Crossing, Massachusetts; Stamford, Connecticut; London, United Kingdom; Dubai, United Arab Emirates; Sydney, Australia; Hong Kong; Tokyo, Japan; Zurich, Switzerland; and Delaware.
Similar asset management company
Horizon Investments provides goals-based investment management solutions, mutual funds, ETFs, and customized separately managed accounts for financial advisors. The company also offers outsourced CIO consulting, practice management services, and software tools designed to help advisors scale their practices and guide clients toward financial objectives.
Similar asset management company
Pathstone is an independent, partner-owned advisory firm and SEC-registered investment adviser that provides wealth management and family office services. It serves ultra-high-net-worth individuals, families, family offices, foundations, endowments, and mission-driven institutions by offering strategic financial planning, investment management, tax strategy, estate planning, and philanthropic services.
Similar asset management company
FS Investments provides alternative asset management and investment solutions across private equity, credit, real estate, infrastructure, and multi-asset strategies. The firm serves financial advisors, institutional investors, and sponsors by offering access to private markets and specialized financing solutions.
Similar asset management company
Alpha Architect Corp. is an asset management firm that offers active exchange-traded funds (ETFs) and investment solutions for financial professionals and investors. The company also provides investment research, educational resources, and services to help clients launch their own ETFs.
Similar asset management company
Ameriprise Financial Services is a registered investment adviser and financial services company headquartered in Minneapolis, Minnesota, offering comprehensive financial planning advice and securities.
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