AI
ASSETMARK, INC.
SEC RegisteredCONCORD, CAhttps://micro.fmgsuite.com/assetmark-marketing-advantage/signup800-664-5345
Assets Under Management
$25B+
Employees
859
Office Locations
5 offices
Total Accounts
456453
About the firm
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/Municipal
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 436,288 | $63.0B |
| High Net Worth Individuals | 11,731 | $21.8B |
| Charitable Organizations | 4,797 | $3.2B |
| State/Municipal Entities | 1,649 | — |
220,268 total clients reported on Form ADV.
Leadership
Ronald Dennis Cordes
CO-CHAIRMAN & DIRECTOR
Richard Edward Steiny
CO-CHAIRMAN & DIRECTOR
Carrie Ellen Hansen
CHIEF OPERATIONS OFFICER
Gurinder Singh Ahluwalia
PRESIDENT, CHIEF EXECUTIVE OFFICER & DIRECTOR
Michael Joel Abelson
SENIOR VICE PRESIDENT - INVESTMENTS AND PRODUCT MANAGEMENT
Inc. Centurion Capital Group
SOLE SHAREHOLDER - DIRECT OWNER
Inc. Genworth Financial
SOLE SHAREHOLDER
Gary G. Zyla
CHIEF FINANCIAL OFFICER & DIRECTOR
Amy Renee Corbin
DIRECTOR
Office locations
5 offices in 4 states
CA
CONCORDHQ
CA
ENCINO
IL
CHICAGO
GA
SANDY SPRINGS
AZ
PHOENIX
Advisors at this firm
Showing 100 of 173
Michael Joel Abelson
Investment Adviser Representative
Jennifer Linda Adams
Investment Adviser Representative
Eric Thomas Alexander
Investment Adviser Representative
Bradley Allen
Investment Adviser Representative
Ryan Joseph Allessio
Investment Adviser Representative
Eric Anthony Arave
Investment Adviser Representative
Adam Cole Aronson
Investment Adviser Representative
Armen Attallah
Investment Adviser Representative
Tiona Loreal Atwater
Investment Adviser Representative
Michael Ryan Aulson
Investment Adviser Representative
Chad Allen Azara
Investment Adviser Representative
Robert Anthony Barucci
Investment Adviser Representative
Maximilian Dominic Basso
Investment Adviser Representative
Adrianna Beach
Investment Adviser Representative
Julio I Bedolla
Investment Adviser Representative
Collin Xavier Bennett
Investment Adviser Representative
Tyler Benser- Ridley
Investment Adviser Representative
Christina Lynn Bilenler
Investment Adviser Representative
Scott Hamilton Bolin
Investment Adviser Representative
Tyler Hope Bolin
Investment Adviser Representative
Jean Noh Bolton
Investment Adviser Representative
Matthew Jeffery Boyer
Investment Adviser Representative
Patricia Lynn Brady
Investment Adviser Representative
Dylan James Brandon
Investment Adviser Representative
Yvette Brown
Investment Adviser Representative
Zoe Brunson
Investment Adviser Representative
John Allen Buchanan
Investment Adviser Representative
Elizabeth Marie Buckly
Investment Adviser Representative
Vincent Joseph Buonaiuto
Investment Adviser Representative
Eric Robert Burkhardt
Investment Adviser Representative
David Joel Burson
Investment Adviser Representative
Ryan David Byrne
Investment Adviser Representative
Jason Elliot Cadell
Investment Adviser Representative
Alexander Louis Caiola
Investment Adviser Representative
Caden Matthew Calla
Investment Adviser Representative
Nicholas Reno Carcione
Investment Adviser Representative
Michael James Cerceo
Investment Adviser Representative
Faith Robin Chaffee
Investment Adviser Representative
Chanachart Chareonchump
Investment Adviser Representative
Adam David Christopher
Investment Adviser Representative
Nikki Ting Ting Chuang
Investment Adviser Representative
Shaun Michael Clements
Investment Adviser Representative
Claire Victoria Coddington
Investment Adviser Representative
Christopher David Collins
Investment Adviser Representative
Joseph Patrick Condon
Investment Adviser Representative
Trevor John Cornett
Investment Adviser Representative
John Logan Cummings
Investment Adviser Representative
Anthony Derrick Davis
Investment Adviser Representative
Patrick Dingess
Investment Adviser Representative
Andrew Joseph Dirito
Investment Adviser Representative
Anthony Joseph Dirito
Investment Adviser Representative
Michael Bernard Dolan
Investment Adviser Representative
Art John Dougan
Investment Adviser Representative
Douglas Eric Drenckpohl
Investment Adviser Representative
Jack Spencer Driggs
Investment Adviser Representative
Madeline Joyce Ehlert
Investment Adviser Representative
Rachael Elyse Elken
Investment Adviser Representative
Branson Charles Faul
Investment Adviser Representative
Joshua Lee Fey
Investment Adviser Representative
Josesph Fiori
Investment Adviser Representative
Brian Paul Fitzgerald
Investment Adviser Representative
Jennifer Eileen Fouke
Investment Adviser Representative
Mindy Sue Foulger
Investment Adviser Representative
Patrick John Gara
Investment Adviser Representative
Nidya Garcia-Jimenez
Investment Adviser Representative
Matthew Edward Gaunt
Investment Adviser Representative
Nora Gillis
Investment Adviser Representative
Ryan John-Boedges Godier
Investment Adviser Representative
Adam Jay Goldberg
Investment Adviser Representative
Jason Jonas Graff
Investment Adviser Representative
Warren Jackson Green
Investment Adviser Representative
Bethany Ann Hatch
Investment Adviser Representative
Shelby Rose Hayes
Investment Adviser Representative
Frank Albert Hayn
Investment Adviser Representative
Alejandro Herrera
Investment Adviser Representative
Bacilisa Erica Herrera
Investment Adviser Representative
Cristian Herrera
Investment Adviser Representative
Andrew W Hirschler
Investment Adviser Representative
Eric C Hoelter
Investment Adviser Representative
Christian John Horcher
Investment Adviser Representative
Mitchell Edward Hotz
Investment Adviser Representative
Ann Huchingson
Investment Adviser Representative
Ryan James Huddleston
Investment Adviser Representative
Alyssa Hull
Investment Adviser Representative
Anthony Nghia Huynh
Investment Adviser Representative
Alexander Monroe Burrows Jackson
Investment Adviser Representative
Robert Gary Jesch
Investment Adviser Representative
Madelon Ross Johnson
Investment Adviser Representative
Michael Aaron Jones
Investment Adviser Representative
Daniel Jiyong Kim
Investment Adviser Representative
Michael Kim
Investment Adviser Representative
Chloe Elizabeth Knapp
Investment Adviser Representative
Anthony Scott Kuc
Investment Adviser Representative
Kirstyn Rae Kunz
Investment Adviser Representative
Brandon Georges Laborde
Investment Adviser Representative
Cruz Lagunas
Investment Adviser Representative
Nick Oron Lapin
Investment Adviser Representative
Odalys Lara
Investment Adviser Representative
Randy Jerome Lawrence
Investment Adviser Representative
Phillip E Legorreta
Investment Adviser Representative
Regulatory & compliance
CRD number
#109018
SEC Number
801-56323
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Flat Fee
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASSETMARK, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.