Orion Portfolio Solutions, LLC
Orion Portfolio Solutions, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $53,844,463,960 in 299,169 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management53,844MILLION
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Total Number of Accounts299,169ACCOUNTS
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Average Account Value$179,980
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- 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
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
Natalie Webert (CRD# 6407556) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 7 years of experience in the finance industry.
William Wostoupal (CRD# 2429802) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 30 years of experience in the finance industry.
John Archbold (CRD# 5064227) 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.
Joseph Badalucco (CRD# 6737790) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Robert Baxter (CRD# 7442304) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Berwyn, PA and has over 2 years of experience in the finance industry.
Todd Bertucci (CRD# 5528250) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 15 years of experience in the finance industry.
Matthew Breunig (CRD# 7310462) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 3 years of experience in the finance industry.
Matthew Brewsaugh (CRD# 6432117) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 5 years of experience in the finance industry.
Collin Brown (CRD# 7056987) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has 1 year of experience in the finance industry.
John Browning (CRD# 5834437) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 13 years of experience in the finance industry.