Concord, California – AssetMark has announced the acquisition of Efficient Advisors, LLC (https://www.efficientadvisors.com/). According to the company announcement AssetMark operates a wealth management platform designed to assist financial advisors and their clients. Founded in 1996, the company provides advisors with flexible, purpose-built solutions that are powered by an innovative technology platform. These solutions include planning tools, investment options, and operational capabilities aimed at improving advisors’ productivity, profitability, and client satisfaction to deliver better investor outcomes. As of September 30, 2025, AssetMark had over $158 billion in platform assets, with more than 1,100 employees serving over 10,500 financial advisors and 318,000 investor households. The company is also actively expanding its national RIA footprint through strategic acquisitions, such as its planned purchase of Efficient Advisors, LLC, which will add $3 billion in client assets.

To learn more about AssetMark, visit https://www.assetmark.com/
Company LinkedIn Page: https://www.linkedin.com/company/assetmark/

Company Contact:

AssetMark
1655 Grant Street, 10th Floor Concord, CA 94520
800-664-5345

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