Orion Portfolio Solutions, LLC

Orion Portfolio Solutions, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $53,283,016,878 in 176,366 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    53,283
    MILLION
  • Total Number of Accounts
    176,366
    ACCOUNTS
  • Average Account Value
    $302,116
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Orion Portfolio Solutions, LLC
Showing 21 - 30 of 125 top financial advisors.
21
Emily L. Gross
CRD#: 4863504
17605 Wright St, Omaha, NE 68130

Emily Gross (CRD# 4863504) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 18 years of experience in the finance industry.

22
Jeremy L. Hersch
CRD#: 4839668
17605 Wright St, Omaha, NE 68130

Jeremy Hersch (CRD# 4839668) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 19 years of experience in the finance industry.

23
Sean M. Hollingshead
CRD#: 6225690
17605 Wright St, Omaha, NE 68130

Sean Hollingshead (CRD# 6225690) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.

24
Christopher P. Horan
CRD#: 5006911
17605 Wright St, Omaha, NE 68130

Christopher Horan (CRD# 5006911) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 17 years of experience in the finance industry.

25
Andrea J. Iseminger
CRD#: 5086839
17605 Wright St, Omaha, NE 68130

Andrea Iseminger (CRD# 5086839) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 10 years of experience in the finance industry.

26
Jacquelyn R. Keterson
CRD#: 6218041
17605 Wright St, Omaha, NE 68130

Jacquelyn Keterson (CRD# 6218041) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 10 years of experience in the finance industry.

27
Brett C. Leach
CRD#: 3013699
17605 Wright St, Omaha, NE 68130

Brett Leach (CRD# 3013699) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 25 years of experience in the finance industry.

28
Gerald E. Matzke
CRD#: 6165621
17605 Wright St, Omaha, NE 68130

Gerald Matzke (CRD# 6165621) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 6 years of experience in the finance industry.

29
Brian G. Morgan
CRD#: 5825146
17605 Wright St, Omaha, NE 68130

Brian Morgan (CRD# 5825146) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 12 years of experience in the finance industry.

30
Tanner J. Olson
CRD#: 6253472
17605 Wright St, Omaha, NE 68130

Tanner Olson (CRD# 6253472) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.

PREV ... 1 2 3 4 5 6 7 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.