Orion Advisor Solutions

Highly Engaged Employees

Orion Advisor Solutions, founded in 1999, is a prominent entity in the Investment Banking and Finance sectors, dedicated to providing a tech-enabled fiduciary process. This approach transforms the advisor-client relationship by empowering financial advisors to seamlessly Prospect, Plan, Invest, and Achieve within a unified, technology-driven experience. The company's integrated brand entities, including Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, collectively offer a comprehensive yet modular suite of services designed to attract new clients and foster deeper connections between investors and their financial goals.

Operating with a workforce of 1,000 - 5,000 employees across 10 locations, Orion Advisor Solutions focuses on enhancing the advisor-client dynamic through sophisticated technology. Their platform facilitates meaningful goal alignment with investment strategies and tracks progress toward individual financial success definitions. This operational framework supports over 2,100 advisory firms, managing approximately $1.4 trillion in assets under administration (AUA) and an additional $48 billion in combined platform assets. For insights into the people driving this innovation, you can Meet Orion Advisor Solutions's team.

As a platform of choice for growth-focused advisory firms, Orion Advisor Solutions aims to provide a competitive edge and build strong, profitable businesses. The company reported a revenue of $721.8M. This financial performance underscores its significant market presence and its role as a key player in the wealth management technology landscape. Further details on its financial standing and performance metrics are available via Explore financial highlights.