Portfolio Solutions


Tax Management


Pathway Portfolios


Retirement Income


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
UMAX by Adhesion
Set Up a Guided Tour

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.

Learn More

Enhance Your Clients' Experience

Sophisticated Investment Solutions

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

Learn More

Gain Scale, Efficiency, and Security

Competitive Advantage of Outsourcing

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


Learn More

Explore the
Adhesion Hub

Videos, white papers and news

AEPG Wealth Strategies – Case Study

CapGroup Advisors – Case Study

Adhesion Blog

August 28, 2017
Announcement: IncomeConductor® and Adhesion UMA platform: A Perfect Retirement Income Partnership

June 6, 2017
Announcement: Horizon Pathway Portfolios - Goals-Based Wealth Management Strategies Launched by Adhesion and Horizon Investments

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

Who We Are

Established RIAs

Advisors in Transition

Integrated Solution