Assetmark Brokerage, Llc
$23.3B reported client assets across 27 advisory firms in FY2025 annual amendments
Reported client assets over time
Same-firm comparison: 18 firms that reported Assetmark Brokerage, Llc 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: 2 cohort firms, FY2018: 3 cohort firms, FY2019: 5 cohort firms, FY2020: 6 cohort firms, FY2021: 7 cohort firms, FY2022: 10 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Rbc Rochdale, Llc | $13.4B | $73.0B | 18.4% | 01/29/2026 |
| The Ameriflex Group, Inc. | $5.9B | $9.7B | 60.9% | 03/31/2026 |
| Integrity Alliance, Llc | $881M | $5.4B | 16.3% | 03/31/2026 |
| Tpg Financial Advisors, Llc | $506M | $2.2B | 22.8% | 03/26/2026 |
| Sequoia Wealth Management, Llc | $361M | $600M | 60.3% | 03/12/2026 |
| C2 P Capital Advisory Group, Llc | $355M | $4.4B | 8.1% | 03/23/2026 |
| Dew Wealth Management, Llc | $332M | $465M | 71.4% | 03/04/2026 |
| Craft & Sage Wealth, Llc | $279M | $307M | 91.0% | 03/13/2026 |
| Sanchez Gaunt Capital Management, Llc | $268M | $286M | 93.7% | 03/21/2026 |
| Capital Investment Advisors, Inc. | $193M | $302M | 63.7% | 09/25/2025 |
| Capital Financial, Llc | $117M | $159M | 73.4% | 03/31/2026 |
| Mpm Advisors Group Llc | $114M | $116M | 97.9% | 01/20/2026 |
| Phillip B. White Co., Inc. | $75.8M | $319M | 23.8% | 03/31/2026 |
| Fcig Wealth Management, Llc | $71.8M | $138M | 51.9% | 03/31/2026 |
| The Musuneggi Financial Group, Llc | $71.5M | $146M | 49.1% | 02/26/2026 |
| Beyond Wealth Management Group, Llc | $64.2M | $139M | 46.1% | 03/12/2026 |
| Nottingham Wealth Partners, Inc. | $57.9M | $80.5M | 72.0% | 02/23/2026 |
| Reedmark Advisors, Llc | $56.9M | $565M | 10.1% | 03/12/2026 |
| Integrated Capital Management Llc | $38.5M | $430M | 9.0% | 02/27/2026 |
| Pacific Excel Wealth Advisors, Inc. | $35.3M | $111M | 31.8% | 01/22/2026 |
| Team Hays Inc. | $30.6M | $156M | 19.6% | 03/05/2026 |
| Park Square Financial Group, Llc | $29.0M | $219M | 13.3% | 02/25/2026 |
| Wmki Group Llc | $26.1M | $211M | 12.4% | 03/28/2026 |
| Tricord Advisors, Inc. | $17.2M | $432M | 4.0% | 03/30/2026 |
| Sustainable Advisors Alliance Llc | $12.1M | $235M | 5.2% | 02/23/2026 |
| Ralicki & Company, P.A. | $8.4M | $129M | 6.5% | 03/06/2026 |
| Entrust Investment Services, Inc | $1.6M | $141M | 1.1% | 03/06/2026 |
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.