Assetmark Trust Company
$107B reported client assets across 25 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 22 firms that reported Assetmark Trust Company in both FY2024 and FY2025 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 4 cohort firms, FY2018: 5 cohort firms, FY2019: 6 cohort firms, FY2020: 7 cohort firms, FY2021: 8 cohort firms, FY2022: 12 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Assetmark, Inc. | $75.9B | $91.8B | 82.7% | 03/27/2026 |
| Clark Capital Management Group Inc | $24.2B | $35.7B | 67.9% | 03/31/2026 |
| Select Money Management, Inc. | $1.5B | $1.8B | 85.6% | 03/31/2026 |
| Hornor, Townsend & Kent, Llc | $1.5B | $9.0B | 16.4% | 03/31/2026 |
| The Ascent Group, Llc | $1.0B | $4.8B | 21.1% | 03/30/2026 |
| William Joseph Capital Management, Inc. | $564M | $694M | 81.2% | 03/31/2026 |
| Mwa Financial Services, Inc. | $529M | $640M | 82.7% | 03/31/2026 |
| Lifespan Financial Strategies, Inc. | $357M | $357M | 100.0% | 02/04/2026 |
| Harmony Point Wealth Advisors, Inc. | $254M | $263M | 96.5% | 03/25/2026 |
| Financial Focus Llc | $242M | $800M | 30.3% | 01/29/2026 |
| Your Private Client Group, Inc. | $233M | $237M | 98.3% | 01/12/2026 |
| Capital Financial Planners, Llc | $207M | $285M | 72.7% | 03/16/2026 |
| Emvision Capital Advisors, Llc | $176M | $176M | 100.0% | 03/20/2026 |
| Econologics Financial Advisors, Llc | $141M | $183M | 76.8% | 03/24/2026 |
| Dbd Retirement And Financial Services, Llc | $134M | $134M | 100.0% | 01/12/2026 |
| Keller Financial Group, Inc. | $113M | $135M | 83.8% | 03/25/2026 |
| Legacy Wealth Partners, Llc | $82.1M | $646M | 12.7% | 02/18/2026 |
| Pinion Investment Advisors, Llc | $39.1M | $649M | 6.0% | 04/16/2025 |
| Financial Planning Associates, Llc | $29.9M | $74.7M | 40.0% | 03/29/2026 |
| Merited Wealth, Llc | $27.7M | $186M | 14.9% | 03/11/2026 |
| Fairchild Financial Advisors, Inc. | $26.8M | $127M | 21.1% | 03/12/2026 |
| Post Resch Tallon Group, Inc. | $25.8M | $340M | 7.6% | 03/27/2026 |
| New Horizon Financial Strategies, Llc | $24.2M | $217M | 11.2% | 03/03/2026 |
| Eastsound Capital Advisors, Llc | $23.6M | $215M | 11.0% | 03/12/2026 |
| Hewell Financial Group, Inc. | $6.9M | $321M | 2.2% | 01/29/2026 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.