Streamline, Scale, and Succeed with Adhesion Wealth
Advisors face mounting pressures: manual portfolio management, clunky tech stacks, and the challenge of building a business that’s ready for the future. Adhesion Wealth’s outsourced solutions help to remove these roadblocks—so you can focus on growth, client service, and succession planning.
The Adhesion Platform
Step into our demo gallery and experience firsthand how Adhesion empowers you to access Mercer’s “A” rated curated list of investment managers across a wide range of separately managed account (SMA) strategies. See how our platform streamlines the process of evaluating, selecting, and managing portfolios built with these professionally vetted managers, giving you confidence in your investment decisions.
Adhesion Product List
Explore Adhesion’s diverse investment solutions, that span the spectrum from value, core, and growth strategies across various market capitalizations – small, mid, and large-cap. Beyond equities, you’ll also find a robust selection of international, global, specialty, and fixed income investments, providing an integrated approach to wealth creation and preservation.
Unlock Smart Due Diligence
Discover how the Adhesion platform—powered by our connection with Mercer—can streamline your research and due diligence process. Our one-pager will show how you can potentially save valuable time, access world-class resources, and make more confident investment decisions, all within a single, integrated solution.
Less Stress, More Success
Eliminate Manual Portfolio Management Headaches
Tired of spending hours on manual trading, rebalancing, and paperwork? Let Adhesion Wealth’s platform automate the heavy lifting—so you can focus on what matters most: your clients.
Keep Your Existing Custodian, Unlock New Efficiency
No need to uproot your business or disrupt established relationships. Seamlessly integrate with your preferred custodian and access scalable outsourced investment management—while maintaining your current workflows.
Build a More Valuable, Succession-Ready Practice
Position your firm for a successful transition. Our platform streamlines operations and documentation, making your business more attractive to potential buyers and succession partners—so you can plan for the future with confidence.
Contact Your Relationship Managers
Devin O’Leary
Doug Wallace
How Can We Help?
Important Information
This is for informational purposes only, is not a solicitation, and should not be considered investment, legal or tax advice. The information has been drawn from sources believed to be reliable, but its accuracy is not guaranteed and is subject to change.
The attached information represents Mercer's methodology for determining the ratings of investment models on the Adhesion platform. Adhesion or its clients may compensate Mercer for their research. The ratings are not indicative of future performance and may not be representative of a client's experience.
Investing involves risk, including the possible loss of principal. Past performance does not guarantee future results. UMAs are not suitable for all investors and should be evaluated for suitability by financial professionals prior to investing.
For more complete information about the various investment solutions available, including the investment objectives, risks, and fees, please refer to the Disclosure Brochure. Please read it carefully before investing. For a copy, please contact Adhesion.
Adhesion Wealth Advisor Solutions (“Adhesion”) is an investment adviser registered with the U.S. Securities and Exchange Commission (“SEC”). Adhesion and third-party providers are separate and unaffiliated companies. Each party is responsible for their own content and services.
Adhesion is an affiliate of AssetMark, Inc., an investment adviser registered with the SEC.
© 2025 Adhesion Wealth Advisor Solutions. All rights reserved.
8022140.1. | 05/2025 | EXP 05/31/2027
For financial professional use only.
The attached information represents Mercer's methodology for determining the ratings of investment models on the Adhesion platform. Adhesion or its clients may compensate Mercer for their research. The ratings are not indicative of future performance and may not be representative of a client's experience.