Assetmark, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

109018

SEC number

801-56323

Firm type

RIA

Assets under management

$91.8B as of May 18, 2026

Website

micro.fmgsuite.com/assetmark-marketing-advantage/signup ↗

Phone

800-664-5345

Address

1655 Grant Street, Concord, CA, 94520-2445

Advisors at this firm

170 in our index · page 1 of 4

• Michael Joel AbelsonCRD 2343295 · Concord, CA
  IA RegisteredBroker
• Jennifer Linda AdamsCRD 4021296 · Waddell, AZ
  IA RegisteredBroker
• Bradley AllenCRD 3239295 · Concord, CA
  IA RegisteredBroker
• Armen AttallahCRD 5977496 · West Hollywood, CA
  IA RegisteredBroker
• Chad Allen AzaraCRD 2843382 · Tega Cay, SC
  IA RegisteredBroker
• Eric Thomas AlexanderCRD 5237731 · Chicago, IL
  IA RegisteredBroker
• Ryan Joseph AllessioCRD 5506619 · Chicago, IL
  IA RegisteredBroker
• Eric Anthony AraveCRD 7431908 · Simi Valley, CA
  IA RegisteredBroker
• Michael Ryan AulsonCRD 5859452 · Hazlet, NJ
  IA RegisteredBroker
• Adrianna BeachCRD 5722771 · Phoenix, AZ
  IA RegisteredBroker
• Christina Lynn BilenlerCRD 5510999 · Glendale, AZ
  IA RegisteredBroker
• Scott Hamilton BolinCRD 1093519 · Ponte Vedra Beach, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jean Noh BoltonCRD 4834404 · Danville, CA
  IA RegisteredBroker
• Jeffrey Scott BridgeCRD 2613447 · Highlands Ranch, CO
  IA RegisteredBroker
• John Allen BuchananCRD 3204354 · Fairfax, VA
  IA RegisteredBroker
• Elizabeth Marie BucklyCRD 5321388 · Simi Valley, CA
  IA RegisteredBroker
• Eric Robert BurkhardtCRD 6041261 · Seattle, WA
  IA RegisteredBroker
• David Joel BursonCRD 5230731 · Royal Oak, MI
  IA RegisteredBroker
• Robert Anthony BarucciCRD 5821365 · Newtown, CT
  IA RegisteredBroker
• Tyler Benser- RidleyCRD 7422303 · Chicago, IL
  IA RegisteredBroker
• Tyler Hope BolinCRD 6446633 · Ponte Vedra Beach, FL
  IA RegisteredBroker
• Robert Emory BossongCRD 2831805 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Patricia Lynn BradyCRD 2330553 · Huntington, NY
  IA RegisteredBroker
• Dylan James BrandonCRD 6973025 · Girard, PA
  IA RegisteredBroker
• Yvette BrownCRD 6877538 · Charlotte, NC
  IA RegisteredBroker
• Vincent Joseph BuonaiutoCRD 7586233 · Danbury, CT
  IA RegisteredBroker
• Ryan David ByrneCRD 4590630 · Omaha, NE
  IA RegisteredBroker
• Jason Elliot CadellCRD 3250533 · Chicago, IL
  IA RegisteredBroker
• Jamie Nichole CassidyCRD 7072076 · Golden, CO
  IA RegisteredBroker
• Faith Robin ChaffeeCRD 5643097 · Santa Cruz, CA
  IA RegisteredBroker
• Chanachart ChareonchumpCRD 4799406 · Alexandria, VA
  IA RegisteredBroker
• Nikki Ting Ting ChuangCRD 6245333 · Cross Plains, TN
  IA RegisteredBroker
• Michael CicotelloCRD 4854475 · Phoenix, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Shaun Michael ClementsCRD 4866492 · Lake Zurich, IL
  IA RegisteredBroker
• Claire Victoria CoddingtonCRD 6450178 · Austin, TX
  IA RegisteredBroker
• John Logan CummingsCRD 2882559 · Powell, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Caden Matthew CallaCRD 7267934 · Chicago, IL
  IA RegisteredBroker
• Matthew Alexander CaputoCRD 8258286 · Chicago, IL
  IA Registered
• Christopher David CollinsCRD 5719014 · Sarasota, FL
  IA RegisteredBroker
• Joseph Patrick CondonCRD 4037226 · Deland, FL
  IA RegisteredBroker
• Trevor John CornettCRD 7032887 · Glen Carbon, IL
  IA RegisteredBroker
• Douglas Patrick DeeringCRD 5980656 · Minnetonka, MN
  IA RegisteredBroker
• Anthony Joseph DiritoCRD 4481449 · Plymouth, MA
  IA RegisteredBroker
• Justin Daniel DiritoCRD 5014777 · Plymouth, MA
  IA RegisteredBroker
• Jack Spencer DriggsCRD 6722002 · Chicago, IL
  IA RegisteredBroker
• Patrick DingessCRD 6918294 · O'fallon, MO
  IA RegisteredBroker
• Michael Bernard DolanCRD 7258277 · Chicago, IL
  IA RegisteredBroker
• Art John DouganCRD 7328136 · North Hollywood, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Rachael Elyse ElkenCRD 5818513 · Centennial, CO
  IA RegisteredBroker
• Joseph Samuel EbelingCRD 6251483 · Hendersonville, TN
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.