Independent Wealth Management Platform Makes Top Ten UMA
Posted by
C T Bochau on Fri, Feb 18, 2011 @ 03:42 PM
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.”