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Financial ADVSR advisor directory · SEC adviser records

Assetmark, Inc. financial advisors

Every SEC-registered investment adviser representative at Assetmark, Inc., by the state and city of the office they work from.

198 registered advisors work at Assetmark, Inc., in 24 states and 53 cities; the most are in Concord, CA (98). 4 list the CFP designation and 170 are also registered broker representatives.

Search every Assetmark, Inc. advisor by name →Who joined and left Assetmark, Inc. →Assetmark, Inc.: assets, clients and custodians →

Cities with the most Assetmark, Inc. advisors

Concord, CA 98Chicago, IL 31Phoenix, AZ 14Charlotte, NC 4Austin, TX 2Tarzana, CA 2Alexandria, VA 1Anaheim Hills, CA 1Beverly Hills, CA 1Brookeville, MD 1Canoga Park, CA 1Celina, TX 1Chaska, MN 1Cincinnati, OH 1Clover, SC 1Costa Mesa, CA 1Crown Point, IN 1Danbury, CT 1Denver, CO 1Edmond, OK 1Glendale, AZ 1Golden, CO 1Half Moon Bay, CA 1Hermosa Beach, CA 1Highlands Ranch, CO 1Houston, TX 1Lake Forest, IL 1Lake Zurich, IL 1Las Vegas, NV 1Los Angeles,, CA 1

Assetmark, Inc. advisors by state

Assetmark, Inc. in California 114

Concord 98Tarzana 2Anaheim Hills 1Beverly Hills 1Canoga Park 1Costa Mesa 1Half Moon Bay 1Hermosa Beach 1Los Angeles, 1Ojai 1San Francisco 1Simi Valley 1Studio City 1Ventura 1West Hollywood 1Woodland Hills 1

Assetmark, Inc. in Illinois 33

Chicago 31Lake Forest 1Lake Zurich 1

Assetmark, Inc. in Arizona 16

Phoenix 14Glendale 1Scottsdale 1

Assetmark, Inc. in North Carolina 6

Charlotte 4Raleigh 1Taylorsville 1

Assetmark, Inc. in Colorado 4

Denver 1Golden 1Highlands Ranch 1Parker 1

Assetmark, Inc. in Texas 4

Austin 2Celina 1Houston 1

Assetmark, Inc. in Florida 2

Sarasota 1Seffner 1

Assetmark, Inc. in New Jersey 2

Paramus 1Pittstown 1

Assetmark, Inc. in Ohio 2

Cincinnati 1Powell 1

Assetmark, Inc. in Connecticut 1

Danbury 1

Assetmark, Inc. in Indiana 1

Crown Point 1

Assetmark, Inc. in Kansas 1

Olathe 1

Assetmark, Inc. in Maryland 1

Brookeville 1

Assetmark, Inc. in Michigan 1

Madison Heights 1

Assetmark, Inc. in Minnesota 1

Chaska 1

Assetmark, Inc. in Missouri 1

O'Fallon 1

Assetmark, Inc. in Nevada 1

Las Vegas 1

Assetmark, Inc. in New York 1

New City 1

Assetmark, Inc. in Oklahoma 1

Edmond 1

Assetmark, Inc. in Oregon 1

Powell Butte 1

Assetmark, Inc. in Pennsylvania 1

Presto 1

Assetmark, Inc. in South Carolina 1

Clover 1

Assetmark, Inc. in Virginia 1

Alexandria 1

Assetmark, Inc. in Washington 1

Seattle 1

Questions

How many financial advisors does Assetmark, Inc. have?

198 investment adviser representatives are registered with Assetmark, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 24 states and 53 cities. 4 list the CFP designation and 170 are also registered as broker representatives.

Where does Assetmark, Inc. have the most advisors?

Concord, CA, with 98 registered advisors, then Chicago, IL (31). By state, California has the most, with 114.

How do I find a Assetmark, Inc. financial advisor near me?

Pick your state below, then your city, to see every Assetmark, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Assetmark, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →