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Investor Presentaiton

leading to record results for the year Record Operating Results 9,200+ independent, fee- based advisors 241,000+ investor households Record Financial Results $618.3m Revenue Up 17% y/y and 48% from IPO $199.7m Adj. EBITDA Up 27% y/y and 82% from IPO $103.3m Reported net income Up 302% y/y and $103.7m from IPO $1.77 Adj. EPS1 Up 26% y/y and 85% from IPO 1Calculated using diluted share count of 73,873,000 shares Comparison from IPO, is full year 2019 vs. 2022 For general public use. $456.0m Net revenue Up 21% y/y and 59% from IPO 32.3% Adj. EBITDA margin Expansion of 270 bps y/y and 600 bps from IPO $130.5m Adj. net income Up 26% y/y and 97% from IPO ASSETMARK. 4

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