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

  • Understanding Model Marketplaces – White paper
  • Building Trust – Article
  • Outsourcing Investment Management – Research
  • About Adhesion – Collateral
  • Adhesion Blog
  • September 24, 2019
    Announcement: Adhesion Wealth™ Wins WealthManagement.com 2019 Industry Award for Manager eXchange

    June 20, 2019
    Announcement: Adhesion Wealth® Expands Open-Architecture OCIO Roster, Further Diversifying Selection of Institutional-Caliber Models & Research Available to Advisors

    Who We Are

    Established RIAs

    Advisors in Transition

    Integrated Solution