Orion Investment Advisors, LLC

Orion Investment Advisors, LLC (CRD# 148966) is a financial advisory firm headquartered in Mclean, VA. They manage $803,981,713 in 184 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    804
    MILLION
  • Total Number of Accounts
    184
    ACCOUNTS
  • Average Account Value
    $4,369,466
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, IL, MD, TX, VA

Financial Advisors at Orion Investment Advisors, LLC
Showing 1 - 5 of 5 top financial advisors.
1
David M. Thome
CRD#: 4725685
1430 Spring Hill Road, #320, Mclean, VA 22102
96
Wealthminder
score

David Thome (CRD# 4725685) is an Investment Advisor Representative working at Orion Investment Advisors, LLC in Mclean, VA and has over 12 years of experience in the finance industry. David Thome has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ahmed O. Farruk
CRD#: 2770031
1430 Spring Hill Road, #320, Mclean, VA 22102
93
Wealthminder
score

Ahmed Farruk (CRD# 2770031) is an Investment Advisor Representative working at Orion Investment Advisors, LLC in Mclean, VA and has over 13 years of experience in the finance industry.

3
Will S. Fisher
CRD#: 3181836
1430 Spring Hill Road, #320, Mclean, VA 22102
93
Wealthminder
score

Will Fisher (CRD# 3181836) is an Investment Advisor Representative working at Orion Investment Advisors, LLC in Mclean, VA and has over 17 years of experience in the finance industry.

4
Robert L. Olcott
CRD#: 1191420
1430 Spring Hill Road, #320, Mclean, VA 22102
93
Wealthminder
score

Robert Olcott (CRD# 1191420) is an Investment Advisor Representative working at Orion Investment Advisors, LLC in Mclean, VA and has over 33 years of experience in the finance industry.

5
Joseph M. Syron
CRD#: 6285525
1430 Spring Hill Road, #320, Mclean, VA 22102
69
Wealthminder
score

Joseph Syron (CRD# 6285525) is an Investment Advisor Representative working at Orion Investment Advisors, LLC in Mclean, VA and has over 2 years of experience in the finance industry.

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