The Wealth Advisor has released its comprehensive 2025 America’s Best TAMPs guide, revealing a watershed moment for the TAMPS industry. With advisor adoption surging to 45%—up from just 10% a decade ago–-the outsourced portfolio solution model is rapidly shifting from innovation to industry standard.
The striking adoption rate signals a fundamental shift—what was once considered a fringe concept embraced by industry mavericks is rapidly becoming the new status quo. “Welcome to the tipping point,” declares Scott Martin, Managing Editor of America’s Best TAMPs. “The industry will be transformed: are you in, or are you out?”
The 2025 guide provides detailed profiles of 19 leading TAMP providers, along with practical implementation guidance, fee comparison analytics, and exclusive rankings across five key categories: technology, service, model marketplace, advisor development, and overall experience. It's available now for immediate download here.
The rankings are based on extensive advisor feedback gathered through the Wealth Advisor’s most recent survey, with AssetMark earning distinction as Best Overall TAMP for 2025. The firm also secures the top spot in the Best Service and Best Advisor Development categories, underscoring its commitment to advisor success beyond technology alone.
“Being named the Best Overall platform, along with top rankings for Best Service and Best Advisor Development, is a testament to the dedication and innovation of our team,” says Michael Kim, President and CEO of AssetMark. “This recognition reflects our ongoing commitment to empowering financial advisors with the resources, technology, and support they need to succeed. We understand the challenges advisors face, and our goal is to provide them with innovative solutions and exceptional service, helping them grow their businesses and deliver the highest level of value to their clients. We are honored to play a part in their success.”
Other notable category winners include Envestnet, which claims first place for Best Technology and Best Model Marketplace, while Brookstone Capital Management, Orion, and SEI each earns recognition in multiple categories.
The 2025 edition of America’s Best TAMPs maps a dramatically expanding landscape that has evolved far beyond its origins. The TAMP ecosystem now represents nearly $3 trillion in managed assets, with the guide’s profiled firms showing remarkable growth trajectories. Standout performers include Smartleaf Asset Management (561.90% annualized growth since 2021), Amplify Platform (76.98%), and GeoWealth (25.92%). The top 10 fastest-growing TAMPs collectively captured more than $130 billion in new assets over the past three years—a testament to the model’s accelerating adoption.
The guide’s analysis highlights how TAMP expansion isn’t merely about asset accumulation but represents a fundamental shift in how financial expertise is delivered and distributed. Major platforms such as Envestnet, AssetMark, SEI, and Orion continue to dominate, while specialized providers focused on tax optimization, ESG investing, and direct indexing create a diverse ecosystem capable of meeting increasingly sophisticated client demands.
The 2025 edition places special emphasis on how artificial intelligence is revolutionizing wealth management. Far from being a buzzword, AI is now seamlessly integrated into advisors’ daily workflows through their TAMP relationships—-often operating invisibly within platforms they already use.
Portfolio rebalancing stands out as the area with highest AI adoption, where machine-learning algorithms continuously monitor thousands of accounts simultaneously. Risk analysis, client communication automation, and compliance monitoring round out the areas where AI is making the biggest impact.
Despite technological advancement, the guide identifies a significant trend toward “service TAMPs” that prioritize coaching, community building, and investment-related support. Service-oriented TAMPs focus on streamlining operational tasks while emphasizing the human elements that differentiate advisors in an increasingly automated landscape.
Comprehensive survey data reveals why advisors increasingly turn to outsourced portfolio platforms: 39% cite more time for prospecting, 36% value additional time for current clients, and 34% appreciate holistic financial planning capabilities–-reflecting how TAMPs enable advisors to focus on relationship-building rather than administrative tasks.
As one of the most significant shifts in wealth management continues to unfold, the 2025 America’s Best TAMPs guide helps advisors position themselves at the forefront of industry evolution rather than struggling to catch up with the new status quo.
The 2025 America’s Best TAMPs guide is available now for immediate download here.
