AssetMark Inc., a wealth management platform for independent financial advisers, has released findings from its independent adviser insights survey, AssetMark Advisor Insights: Private Markets 2025. Conducted in September 2025 among 400 U.S. financial advisers, the results reveal a strategic shift in adviser priorities: private markets have moved from niche to necessity.
Nearly all advisers (91 percent) say access to private market investments is critical for differentiation. Among advisers not currently offering private markets, 68 percent plan to add them within the next year — and of that group, 59 percent would consider switching firms to gain access, especially those with higher practice assets under management (AUM) and those serving wealthier clients. These findings underscore a growing urgency for advisers to meet client demand and stay competitive.
“Advisers are signaling that private markets are no longer an optional service — they’re a strat
