Scale Your Business. Stay in Control
Access an advisor-driven unified managed account platform with outsourced trading—built to help RIAs personalize portfolios, streamline operations and grow without sacrificing oversight.
Open Architecture Investment Flexibility
Access models from over 300 asset managers to leverage existing SMA models or build unified managed account (UMA) portfolios aligned with your investment philosophy.
Do Business the Way You Want
We fit into your operating environment and can easily integrate with the custodians and reporting partners you are already using.
Support When You Need It
Our team is available when you need assistance. You can expect reliable and responsive account servicing with live support available from 8am – 8pm EST.
Transcend Your Size
Augment your advice with institutional-level capabilities that enable you to compete with the largest firms.
Scale Effectively
Adhesion manages trading, rebalancing and tax management. With our operational support you can grow your firm without adding staff.
Adhesion Wealth is powered by AssetMark, bringing the scale, stability, and client-first mindset of a leading wealth management platform to RIAs nationwide.
What This Means for Your Firm: AssetMark is committed to ongoing investment in the Adhesion Wealth platform, driving innovation and expanding capabilities to better serve advisors. You benefit from technology, solutions and resources specifically designed around advisor success.
Built for What’s Next in Your Business
Build your own investment strategies, seek guidance from the Adhesion Investment Consulting team, use third-party models from our model marketplace– or all of the above.
Work with our Transitions Team to help ensure a smooth and seamless transition from your current platform to our advisor-first solution.
Simplify the way you manage client portfolios using one account, one statement, and any number of combinations of investment vehicles needed to meet your clients’ goals.
Easily expand the reach of your investment strategies and accelerate your distribution.
The new Adhesion TMS powered by AssetMark delivers fully automated, daily account monitoring and tax optimization to your clients’ accounts. Tax transition, tax loss harvesting, and tax-efficient client-directed activity are all integrated into one robust service. It’s a sophisticated, scalable advantage that we are excited to bring to you.
Save time on portfolio construction. Access ready-to-use ETF, mutual fund, and equity separately managed account models from leading strategists with no platform fees.*
*Accounts invested in Adhesion Essentials are not subject to Adhesion platform fees, however accounts are subject to advisor management fees, fund fees, applicable product (model manager) fees, and transaction fees charged by custodians as applicable.
Bring Institutional Portfolio Capabilities to Your Firm
Discover how Adhesion can streamline portfolio management and free your team to focus on growth.
Contact us to schedule a personalized platform demonstration.
8868710.1 | 04/2026 | 04/30/2028