Portfolio Solutions


Retirement Income


Tax Management


Mercer Investments


Overlay Portfolio Management


What can Adhesion do for you?

We're a UMA platform: a highly personalized, open architecture UMA platform that delivers your essential investment services – reporting, reconciliation, trading and monitoring. We power your advisor and client Alpha.

Why do leading investment advisors choose Adhesion?

Because as an RIA focused firm, Adhesion is the only integrated UMA platform with the flexibility to deliver your unique investment and business model.

Work with the
leading RIA custodians

Charles Schwab
TD Ameritrade
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The Adhesion Advantage

Elevate Your Focus

Command and Control Your Practice

  • Set your clients’ investment strategy.
  • Access leading vehicles, managers & strategists.
  • Manage by exception with filters & alerts.

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Enhance Your Clients' Experience

Sophisticated Investment Solutions

  • Diversification, flexibility & value in ONE managed account.
  • Interactive profiling, proposals & enrollment.
  • Institution-quality performance reporting.

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Gain Scale, Efficiency, and Security

Competitive Advantage of Outsourcing

  • Expert overlay portfolio management.
  • Integrated rebalancing, trading, recon, billing.
  • Lower operating and compliance risk.


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Explore the
Adhesion Hub

Videos, white papers and news

AEPG Wealth Strategies – Case Study

CapGroup Advisors – Case Study

Adhesion Blog

February 14, 2017
PRWeb: Ausdal, Adhesion, and Auour Announce Strategic Partnership to Advance Best Practices in Investment Management

April 3, 2016
Wealth Management Today: Will Top Gun RIAs Flock to Adhesion’s Robo-Advisor Platform?

January 7, 2016
Announcement: Mercer Manager Roster and Research available through Adhesion UMA Platform

Who We Are

Established RIAs

Advisors in Transition

Integrated Solution