Alternatives to AssetMark
AssetMark runs a turnkey asset management platform used by independent advisors and RIAs. The company says it serves more than 10,000 advisors and over 340,000 households, with more than $180 billion in platform assets as of June 2026. Read the AssetMark profile.
Nest Wealth Plus
Canadian digital wealth platform giving advisors and insurance agents managed ETF portfolios, onboarding and rebalancing
- RIAs
- Broker-dealers
- Insurance
TAMP & managed accountsSubscription
Sowell ManagementIn the news
TAMP and RIA platform for independent financial advisors
- RIAs
TAMP & managed accountsCustom quote
Flexible Plan Investments
Turnkey asset management program for risk-managed strategies
- RIAs
- Broker-dealers
TAMP & managed accountsBasis points on assets
Frontier Asset ManagementIn the news
Outsourced risk-managed model strategies for RIAs and broker-dealer advisors
- RIAs
- Broker-dealers
Dynamic Advisor Solutions
RIA platform, outsourced operations and TAMP for independent advisors
- RIAs
TAMP & managed accountsBasis points on assets
Zoe FinancialIn the news
Sub-advisory TAMP and advisor-matching network for fee-only RIAs
- RIAs
TAMP & managed accountsCustom quote