ASSETMARK, INC.
CRD #109018 SEC #801-56323 CONCORD, CA 800-664-5345
SEC Registered Disclosures
Total AUM
$77.4B
Discretionary
$75.9B
Employees
735
Clients
0
Accounts
410,749
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $77.4B | $75.9B | $1.5B | 735 | 136,903 |
| Nov 2025 | $77.4B | $75.9B | $1.5B | 735 | 136,903 |
| May 2025 | $77.4B | $75.9B | $1.5B | 735 | 136,903 |
| Mar 2025 | $77.4B | $75.9B | $1.5B | 735 | 136,903 |
| Dec 2024 | $65.6B | $64.2B | $1.5B | 709 | 91,910 |
| Sep 2024 | $65.6B | $64.2B | $1.5B | 709 | 91,910 |
| Mar 2024 | $65.6B | $64.2B | $1.5B | 709 | 91,910 |
| Oct 2023 | $55.2B | $53.9B | $1.3B | 752 | 85,497 |
| Sep 2023 | $55.2B | $53.9B | $1.3B | 752 | 85,497 |
| Jul 2023 | $55.2B | $53.9B | $1.3B | 752 | 85,497 |
| Mar 2023 | $55.2B | $53.9B | $1.3B | 752 | 85,497 |
| Oct 2022 | $60.1B | $58.7B | $1.4B | 667 | 80,009 |
| Mar 2022 | $60.1B | $58.7B | $1.4B | 667 | 80,009 |
| Sep 2021 | $47B | $46B | $971M | 614 | 78,995 |
| Mar 2021 | $47B | $46B | $971M | 614 | 78,995 |
| Mar 2021 | $47B | $46B | $971M | 614 | 78,995 |
| Jan 2021 | $41.5B | $40.6B | $909.4M | 555 | 79,277 |
| Jun 2020 | $38.8B | $37.8B | $961.2M | 555 | 57,404 |
| Mar 2020 | $38.8B | $37.8B | $961.2M | 555 | 57,404 |
| Aug 2019 | $29.5B | $28.6B | $920.2M | 476 | 54,130 |
| May 2019 | $29.5B | $28.6B | $920.2M | 476 | 54,130 |
| Mar 2019 | $29.5B | $28.6B | $920.2M | 476 | 54,130 |
| Jan 2019 | $30.1B | $29B | $1.1B | 417 | 51,547 |
| Apr 2018 | $25.1B | $24B | $1.2B | 417 | 72,781 |
| Mar 2018 | $25.1B | $24B | $1.2B | 417 | 72,781 |
| Mar 2017 | $21.1B | $19.9B | $1.2B | 418 | 89,161 |
| Nov 2016 | $20.1B | $16.9B | $3.1B | 461 | 79,235 |
| Sep 2016 | $20.1B | $16.9B | $3.1B | 461 | 79,235 |
| Jun 2016 | $20.1B | $16.9B | $3.1B | 461 | 79,235 |
| Mar 2016 | $20.1B | $16.9B | $3.1B | 461 | 79,235 |
| Oct 2015 | $16.3B | $13.2B | $3.2B | 329 | 63,882 |
| Jul 2015 | $14.3B | $12.7B | $1.5B | 329 | 63,882 |
| May 2015 | $14.3B | $12.7B | $1.5B | 329 | 63,882 |
| Mar 2015 | $14.3B | $12.7B | $1.5B | 329 | 63,882 |
| Jan 2015 | $13.6B | $11.9B | $1.7B | 335 | 65,380 |
| Jun 2014 | $13.6B | $11.9B | $1.7B | 335 | 65,380 |
| Apr 2014 | $13.6B | $11.9B | $1.7B | 335 | 65,380 |
| Apr 2014 | $13.6B | $11.9B | $1.7B | 335 | 65,380 |
| Jan 2014 | $12.6B | $11B | $1.6B | 318 | 68,500 |
| Nov 2013 | $12.6B | $11B | $1.6B | 318 | 68,500 |
| Sep 2013 | $12.6B | $11B | $1.6B | 318 | 68,500 |
| Aug 2013 | $12.6B | $11B | $1.6B | 318 | 68,500 |
| Apr 2013 | $12.6B | $11B | $1.6B | 318 | 68,500 |
| Mar 2013 | $12.6B | $11B | $1.6B | 318 | 68,500 |
| Dec 2012 | $15.1B | $13.4B | $1.7B | 302 | 61,922 |
| Jul 2012 | $14.8B | $13.1B | $1.7B | 251 | 61,922 |
| Jul 2012 | $14.8B | $13.1B | $1.7B | 251 | 61,922 |
| Mar 2012 | $15.3B | $13.7B | $1.6B | 251 | 61,922 |
| Jan 2012 | $15.3B | $13.5B | $1.8B | 251 | 57,187 |
| May 2011 | $15.3B | $13.5B | $1.8B | 251 | -- |
| Mar 2011 | $15.3B | $13.5B | $1.8B | 251 | -- |
| Oct 2010 | $12.7B | $11B | $1.7B | 251 | -- |
| Mar 2010 | $12.7B | $11B | $1.7B | 251 | -- |
| Jul 2009 | $9.4B | $8.2B | $1.2B | 251 | -- |
| Mar 2009 | $9.4B | $8.2B | $1.2B | 251 | -- |
| Mar 2007 | $3.5B | $3.5B | $49.6M | 51 | -- |
| Jan 2006 | $2.2B | $2.1B | $66.4M | 51 | -- |
| Oct 2005 | $2.2B | $2.1B | $66.4M | 51 | -- |
| Apr 2004 | $1.1B | $1B | $49.1M | 51 | -- |
| Mar 2002 | $32.6M | $0 | $32.6M | 51 | -- |
| Jun 2001 | $32.6M | $0 | $32.6M | 51 | -- |
DateDec 2025
Total AUM$77.4B
Discretionary$75.9B
Non-Disc.$1.5B
Employees735
Clients136,903
DateNov 2025
Total AUM$77.4B
Discretionary$75.9B
Non-Disc.$1.5B
Employees735
Clients136,903
DateMay 2025
Total AUM$77.4B
Discretionary$75.9B
Non-Disc.$1.5B
Employees735
Clients136,903
DateMar 2025
Total AUM$77.4B
Discretionary$75.9B
Non-Disc.$1.5B
Employees735
Clients136,903
DateDec 2024
Total AUM$65.6B
Discretionary$64.2B
Non-Disc.$1.5B
Employees709
Clients91,910
DateSep 2024
Total AUM$65.6B
Discretionary$64.2B
Non-Disc.$1.5B
Employees709
Clients91,910
DateMar 2024
Total AUM$65.6B
Discretionary$64.2B
Non-Disc.$1.5B
Employees709
Clients91,910
DateOct 2023
Total AUM$55.2B
Discretionary$53.9B
Non-Disc.$1.3B
Employees752
Clients85,497
DateSep 2023
Total AUM$55.2B
Discretionary$53.9B
Non-Disc.$1.3B
Employees752
Clients85,497
DateJul 2023
Total AUM$55.2B
Discretionary$53.9B
Non-Disc.$1.3B
Employees752
Clients85,497
DateMar 2023
Total AUM$55.2B
Discretionary$53.9B
Non-Disc.$1.3B
Employees752
Clients85,497
DateOct 2022
Total AUM$60.1B
Discretionary$58.7B
Non-Disc.$1.4B
Employees667
Clients80,009
DateMar 2022
Total AUM$60.1B
Discretionary$58.7B
Non-Disc.$1.4B
Employees667
Clients80,009
DateSep 2021
Total AUM$47B
Discretionary$46B
Non-Disc.$971M
Employees614
Clients78,995
DateMar 2021
Total AUM$47B
Discretionary$46B
Non-Disc.$971M
Employees614
Clients78,995
DateMar 2021
Total AUM$47B
Discretionary$46B
Non-Disc.$971M
Employees614
Clients78,995
DateJan 2021
Total AUM$41.5B
Discretionary$40.6B
Non-Disc.$909.4M
Employees555
Clients79,277
DateJun 2020
Total AUM$38.8B
Discretionary$37.8B
Non-Disc.$961.2M
Employees555
Clients57,404
DateMar 2020
Total AUM$38.8B
Discretionary$37.8B
Non-Disc.$961.2M
Employees555
Clients57,404
DateAug 2019
Total AUM$29.5B
Discretionary$28.6B
Non-Disc.$920.2M
Employees476
Clients54,130
DateMay 2019
Total AUM$29.5B
Discretionary$28.6B
Non-Disc.$920.2M
Employees476
Clients54,130
DateMar 2019
Total AUM$29.5B
Discretionary$28.6B
Non-Disc.$920.2M
Employees476
Clients54,130
DateJan 2019
Total AUM$30.1B
Discretionary$29B
Non-Disc.$1.1B
Employees417
Clients51,547
DateApr 2018
Total AUM$25.1B
Discretionary$24B
Non-Disc.$1.2B
Employees417
Clients72,781
DateMar 2018
Total AUM$25.1B
Discretionary$24B
Non-Disc.$1.2B
Employees417
Clients72,781
DateMar 2017
Total AUM$21.1B
Discretionary$19.9B
Non-Disc.$1.2B
Employees418
Clients89,161
DateNov 2016
Total AUM$20.1B
Discretionary$16.9B
Non-Disc.$3.1B
Employees461
Clients79,235
DateSep 2016
Total AUM$20.1B
Discretionary$16.9B
Non-Disc.$3.1B
Employees461
Clients79,235
DateJun 2016
Total AUM$20.1B
Discretionary$16.9B
Non-Disc.$3.1B
Employees461
Clients79,235
DateMar 2016
Total AUM$20.1B
Discretionary$16.9B
Non-Disc.$3.1B
Employees461
Clients79,235
DateOct 2015
Total AUM$16.3B
Discretionary$13.2B
Non-Disc.$3.2B
Employees329
Clients63,882
DateJul 2015
Total AUM$14.3B
Discretionary$12.7B
Non-Disc.$1.5B
Employees329
Clients63,882
DateMay 2015
Total AUM$14.3B
Discretionary$12.7B
Non-Disc.$1.5B
Employees329
Clients63,882
DateMar 2015
Total AUM$14.3B
Discretionary$12.7B
Non-Disc.$1.5B
Employees329
Clients63,882
DateJan 2015
Total AUM$13.6B
Discretionary$11.9B
Non-Disc.$1.7B
Employees335
Clients65,380
DateJun 2014
Total AUM$13.6B
Discretionary$11.9B
Non-Disc.$1.7B
Employees335
Clients65,380
DateApr 2014
Total AUM$13.6B
Discretionary$11.9B
Non-Disc.$1.7B
Employees335
Clients65,380
DateApr 2014
Total AUM$13.6B
Discretionary$11.9B
Non-Disc.$1.7B
Employees335
Clients65,380
DateJan 2014
Total AUM$12.6B
Discretionary$11B
Non-Disc.$1.6B
Employees318
Clients68,500
DateNov 2013
Total AUM$12.6B
Discretionary$11B
Non-Disc.$1.6B
Employees318
Clients68,500
DateSep 2013
Total AUM$12.6B
Discretionary$11B
Non-Disc.$1.6B
Employees318
Clients68,500
DateAug 2013
Total AUM$12.6B
Discretionary$11B
Non-Disc.$1.6B
Employees318
Clients68,500
DateApr 2013
Total AUM$12.6B
Discretionary$11B
Non-Disc.$1.6B
Employees318
Clients68,500
DateMar 2013
Total AUM$12.6B
Discretionary$11B
Non-Disc.$1.6B
Employees318
Clients68,500
DateDec 2012
Total AUM$15.1B
Discretionary$13.4B
Non-Disc.$1.7B
Employees302
Clients61,922
DateJul 2012
Total AUM$14.8B
Discretionary$13.1B
Non-Disc.$1.7B
Employees251
Clients61,922
DateJul 2012
Total AUM$14.8B
Discretionary$13.1B
Non-Disc.$1.7B
Employees251
Clients61,922
DateMar 2012
Total AUM$15.3B
Discretionary$13.7B
Non-Disc.$1.6B
Employees251
Clients61,922
DateJan 2012
Total AUM$15.3B
Discretionary$13.5B
Non-Disc.$1.8B
Employees251
Clients57,187
DateMay 2011
Total AUM$15.3B
Discretionary$13.5B
Non-Disc.$1.8B
Employees251
Clients--
DateMar 2011
Total AUM$15.3B
Discretionary$13.5B
Non-Disc.$1.8B
Employees251
Clients--
DateOct 2010
Total AUM$12.7B
Discretionary$11B
Non-Disc.$1.7B
Employees251
Clients--
DateMar 2010
Total AUM$12.7B
Discretionary$11B
Non-Disc.$1.7B
Employees251
Clients--
DateJul 2009
Total AUM$9.4B
Discretionary$8.2B
Non-Disc.$1.2B
Employees251
Clients--
DateMar 2009
Total AUM$9.4B
Discretionary$8.2B
Non-Disc.$1.2B
Employees251
Clients--
DateMar 2007
Total AUM$3.5B
Discretionary$3.5B
Non-Disc.$49.6M
Employees51
Clients--
DateJan 2006
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$66.4M
Employees51
Clients--
DateOct 2005
Total AUM$2.2B
Discretionary$2.1B
Non-Disc.$66.4M
Employees51
Clients--
DateApr 2004
Total AUM$1.1B
Discretionary$1B
Non-Disc.$49.1M
Employees51
Clients--
DateMar 2002
Total AUM$32.6M
Discretionary$0
Non-Disc.$32.6M
Employees51
Clients--
DateJun 2001
Total AUM$32.6M
Discretionary$0
Non-Disc.$32.6M
Employees51
Clients--