CHARLOTTE, N.C.--(BUSINESS WIRE)--Adhesion Wealth Advisor Solutions, a leading provider of outsourced investment management services for RIAs, announced today that its growth in assets under management has made the firm the 10th largest Unified Managed Account (UMA) platform in the U.S.1
Barrett Ayers, EVP and Managing Director of Overlay Portfolio Management at Adhesion commented, “We are thrilled to reach this key business milestone. Adhesion’s inaugural placement on Cerulli’s Leaderboard is validation that investment advisors embrace Adhesion’s brand of customized investment solutions to help them grow their practice and deliver increased value to their clients.”
About Adhesion Wealth Advisor Solutions Inc
With $13 billion in assets under administration and $1.4 billion in assets under management, Adhesion is the 10th largest UMA platform in the U.S.1 Founded in 1999, Adhesion provides powerful practice management tools, performance reporting and customizable investment management solutions to many of the country’s leading independent wealth management firms. Adhesion’s innovative solutions help advisors deliver superior services to clients and build successful, highly-valued practices. For further information, visit Adhesion Wealth Advisor Solutions at www.adhesionwealth.com or contact firstname.lastname@example.org.
1 According to Cerulli Q4 2010 UMA Leaderboard