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M&A Deal Summary

AssetMark Acquires Efficient Advisors

On October 31, 2025, AssetMark acquired financial services company Efficient Advisors from Fiduciary Services Group

Acquisition Highlights
  • This is AssetMark’s 1st transaction in the Financial Services sector.
  • This is AssetMark’s 3rd transaction in the United States.
  • This is AssetMark’s 1st transaction in Pennsylvania.

M&A Deal Summary
Date 2025-10-31
Target Efficient Advisors
Sector Financial Services
Buyer(s) AssetMark
Sellers(s) Fiduciary Services Group
Deal Type Divestiture

Target

Efficient Advisors

Philadelphia, Pennsylvania, United States
Efficient Advisors is an investment management firm that partners with financial advisors to deliver portfolio management and investment strategy services. Efficient Advisors was founded in 2009 and is headquartered in Philadelphia, Pennsylvania.

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Buyer(S) 1

Buyer

AssetMark

Concord, California, United States
Category Company
Founded 1996
Sector Financial Services
Employees874
Revenue 708M USD (2023)
DESCRIPTION

AssetMark is a provider of extensive wealth management and technology solutions that power independent financial advisers and their clients. AssetMark provides an end-to-end experience, spanning nearly all elements of an adviser’s engagement with his or her client from initial conversations to ongoing financial planning discussions, including performance reporting and billing. AssetMark is was incorporated in 1996 and is based in Concord, California.

DEAL STATS #
Overall 3 of 3
Sector: Financial Services M&A 1 of 1
Type: Divestiture M&A Deals 2 of 2
State: Pennsylvania M&A 1 of 1
Country: United States M&A 3 of 3
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2022-06-13 Adhesion Wealth

Wakefield, Massachusetts, United States

Adhesion Wealth is a UMA platform focused on developing and delivering managed account solutions to investment advisors. Adhesion Wealth Advisor Solutions was founded in 1999 and is based in Wakefield, Massachusetts.

Buy -

Seller(S) 1

SELLER

Fiduciary Services Group

Gibraltar, Gibraltar
Category Company
Founded 1982
Sector Financial Services
DESCRIPTION

Fiduciary Services Group is a provider of recordkeeping services, compliance, government reporting, actuarial services, trust and custody solutions, and investment advisory services. Fiduciary Services Group was founded in 1982 and is based in Gibraltar, Gibraltar.

DEAL STATS #
Overall 1 of 1
Sector: Financial Services M&A 1 of 1
Type: Divestiture M&A Deals 1 of 1
State: Pennsylvania M&A 1 of 1
Country: United States M&A 1 of 1
Year: 2025 M&A 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2025-09-11 Beacon Benefits

Beverly, Massachusetts, United States

Beacon Benefits is a provider of retirement plan administration services, dedicated to helping employers and advisors navigate the complexities of qualified retirement plans. Beacon Benefits is based in Beverly, Massachusetts.

Buy -
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