How Adhesion Boosted AUM 60% Last Year (And How To Land Big Clients Yourself)

Adhesion Wealth®, a Vestmark company, grew its discretionary assets under management (AUM) by 61% in 2020.

Adhesion is expanding for a reason: when their affiliated advisors grow, they grow too. The VIP Messenger is only a few clicks away.

This is the second consecutive year the company has achieved AUM growth over 60%. The company also grew its advisory client base and discretionary accounts by 23% and 26%, respectively, and added 42 new asset managers to the Adhesion Wealth Manager Exchange over the same period.

They're hosting a webinar on Wednesday to give all advisors refined tools to capture that kind of growth as well. Action points will include:

  • Understanding the needs of sophisticated investors 
  • Communicating with clients in the current environment 
  • Tactical Implementation, customized solutions and investing for the decade ahead

Signup is HERE or you can always use the VIP Messenger to talk directly to the Adhesion team.

“After a tumultuous year for the markets, it’s rewarding to see the positive impact that Adhesion Wealth’s flexible, scalable solutions continue to have on the RIA community,” said Barrett Ayers, President of Adhesion Wealth. “Our growth this year was really a testament to our advisory firm partners. In 2020, we had the good fortune of meeting more amazing advisors who embrace a ‘client first’ philosophy and understand the importance of outsourcing. This was a powerful driving force in our growth.”

Adhesion Wealth is a leading provider of outsourced portfolio management solutions for registered investment advisors (RIAs). Using Adhesion’s Wealth Manager Exchange, advisors have access to nearly 500 asset managers, five outsourced CIOs and 4,000 investment strategies.

Originally founded in 1999, Adhesion Wealth was acquired by Vestmark in late 2018 and has since embarked upon an ambitious plan to drive growth while seeking to create the industry’s most powerful outsourced managed account platform.

In 2020, Adhesion Wealth unveiled a fresh, customer-centric website and launched a personalized Direct Indexing program, a turnkey OCIO program with WealthShield, and a partnership with TradePMR. 

Adhesion Wealth provides advisors with access to unified managed accounts, tax-aware transition services, active tax management, portfolio monitoring and rebalancing, cash management, personalized direct indexes, outsourced chief investment officers, TAMPs, and a wide variety of investment models and asset managers.


More Articles