Who We Are

Since 1999, Adhesion has been an industry leader in providing sophisticated, customized investment solutions, integrated with practice management tools and outsourced back- and middle- office, to wealth advisory firms.

Headquartered in Charlotte, NC, Adhesion has over $13B in assets under administration and $3B in UMA assets under management. We are a privately held firm. Our sole interest is to help wealth advisory firms be successful.

What We Do

Adhesion Wealth Advisor Solutions helps wealth management advisors grow their business by providing immediate access to the advantages of massive scale and specialization.

We’ve pioneered the concept of the Investment Integration Specialist, and pride ourselves on seamless implementation and ongoing service. Powered by our integrated Investing-Monitoring-Reporting-Protecting platform, Adhesion forms a true partnership with each client, helping them tailor our services to best suit their clients and their business.

Who We Serve

Our wealth advisory clients include RIAs – both well-established firms and those in transition – hybrid advisory firms and financial institutions.

The Adhesion Advantage

As a privately owned firm, Adhesion’s sole focus is helping our clients be outrageously successful.

Like many of our clients, we’re a boutique service provider. We appreciate that each advisory client has a different approach to wealth management. And, unlike most of our competitors, we built a full suite of services around a flexible, customizable platform that allows clients to maintain their unique approach and brand identity.