Orion Portfolio Solutions, LLC

RIASEC RegisteredEst. 2000

Total AUM

$64.8B

Discretionary

$53.4B

82% of AUM

Avg account

$235K

Accounts

276,041

Employees

305

Advisory reps

201

Firm details

Headquarters: Omaha, Nebraska
CRD number: 107975
Registered since: January 1, 2000
Website: orion.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees
Client types: HNWI30.02%
Individuals29.99%
Investment Companies16.79%
Other Investment Advisers9.72%
Corporations / Businesses5.68%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Orion Portfolio Solutions, LLC is an SEC-registered investment adviser formed as an LLC in 2000 that acts as a capital allocator for both individual/family and institutional clients. The firm provides portfolio management across individual accounts, pooled vehicles and institutional/business mandates, and it also offers pension consulting and the selection of other advisers. In addition to advisory work, Orion engages in other financial product distribution. It employs a mix of fee arrangements — percentage of AUM, fixed fees and performance-based fees — and is identified as an active ESG investor. Orion’s industry footprint extends beyond pure advisory services: filings list affiliations with broker-dealers, trust companies and roles as sponsor, general partner or managing member of pooled investment vehicles. That combination suggests the firm both allocates to external managers and can sponsor or operate pooled structures when appropriate.