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AssetMark to acquire Efficient Advisors to expand RIA footprint

US-based wealth management solutions provider AssetMark Financial has unveiled its plans to acquire Efficient Advisors, owned by Fiduciary Services Group (FSG).  Efficient Advisors brings approximately $3bn in client assets into AssetMark’s national registered investment adviser (RIA) platform.  The transaction is expected to close in the fourth quarter of 2025, subject to regulatory approvals, necessary consents and customary closing conditions…
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Private Banker International broke the news in on Monday, November 3, 2025.
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