Business Details
28 Years
experience
Your Trusted Partner for Financial Advisory Solutions
Adhesion Wealth is a leading provider of portfolio and practice management solutions designed to empower independent financial advisors. Our platform offers a comprehensive suite of tools and services that streamline investment operations while preserving the independence and product flexibility advisors require to optimize client outcomes. With over 26 years of industry experience, we deliver white-glove service and tailored solutions to address complex portfolio management and operational challenges. Our open-architecture platform supports a wide range of investment vehicles, including UMAs, SMAs, ETFs, and mutual funds, enabling advisors to create customized portfolios that meet diverse client needs. Backed by a team of seasoned professionals, we provide access to third-party research, outsourced chief investment officer (OCIO) services, and a marketplace of 335+ asset managers and 1,800+ investment strategies.Our technology-driven approach reduces administrative burdens, allowing advisors to focus on client relationships and business growth. We specialize in tax-efficient strategies, automated workflows, and scalable solutions that enhance practice efficiencies and improve investment outcomes. As a registered investment adviser with the U.S. Securities and Exchange Commission, we maintain rigorous compliance standards and prioritize transparency in all our operations. Our commitment to innovation is reflected in our integrated Advisor Desktop platform, which offers real-time portfolio analytics, performance reporting, and proposal generation tools. By combining institutional-grade resources with personalized support, we help advisors navigate market volatility and deliver value-added services to their clients.
Services
Portfolio Management
Investment Consulting
UMA Solutions
Practice Management Tools
Tax Optimization Services
Details
- Year established: 1998
Highlights and features
- We offer 26 years of specialized expertise in financial advisory solutions.
- Our white-glove service supports complex portfolio management challenges.
- We provide access to 335+ asset managers and 1,800+ investment strategies.
- Our open-architecture platform maintains advisor independence and flexibility.
- We deliver cost-effective, tax-efficient portfolio construction solutions.
Associations and certifications
- U.S. Securities and Exchange Commission (SEC)
Services
Portfolio Management
Our portfolio management solutions offer scalable, customizable investment strategies tailored to client goals. Advisors gain access to UMAs, SMAs, ETFs, and mutual funds through an open-architecture platform. The service combines automated workflows with tax-efficient harvesting to optimize returns while maintaining compliance.
Investment Consulting
Investment consulting services provide expert guidance on asset allocation, risk management, and market trends. Advisors collaborate with our team to develop data-driven strategies while retaining full control over client portfolios. The service integrates third-party research and OCIO partnerships for comprehensive support.
UMA Solutions
UMA solutions consolidate multiple investment vehicles into single accounts, simplifying management and reporting. This approach enables tax-loss harvesting, personalized customization, and streamlined operations across diverse asset classes. Advisors maintain flexibility while delivering institutional-grade portfolio management to clients.
Practice Management Tools
Our practice management tools include Advisor Desktop, offering portfolio analytics, performance reporting, and proposal generation. The platform enhances client communication through real-time data visualization and integrated workflow automation, helping advisors grow their practices efficiently.
Tax Optimization Services
Tax optimization services focus on reducing tax liabilities through strategic harvesting and transitional asset management. The solutions integrate with portfolio construction workflows to generate tax alpha while maintaining investment objectives. Advisors receive tools to explain tax benefits to clients clearly.
Questions
What services does Adhesion Wealth offer for financial advisors?
We provide portfolio management tools, investment consulting, UMA/SMA solutions, practice management software, and access to a marketplace of 335+ asset managers.
How does Adhesion Wealth help advisors improve efficiency?
Our platform automates workflows, reduces administrative burdens, and offers tax-efficient strategies to help advisors focus on client relationships.
What is a UMA and how does it benefit clients?
A Unified Managed Account combines multiple investment strategies in one account, offering customization, tax efficiency, and simplified reporting for clients.
How does Adhesion Wealth ensure investment security?
We maintain SEC registration, rigorous compliance standards, and partner with vetted asset managers to ensure regulatory adherence and client protection.
Can advisors customize investment strategies with Adhesion Wealth?
Yes, our open-architecture platform allows advisors to combine proprietary strategies with third-party solutions for tailored client portfolios.
