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).

By the Numbers
  • Total Assets Under Management
    53,844
    MILLION
  • Total Number of Accounts
    299,169
    ACCOUNTS
  • Average Account Value
    $179,980
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 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 1 - 10 of 124 top financial advisors.
1
Deely D. Bailey
CRD#: 6731413
17605 Wright St, Omaha, NE 68130

Deely Bailey (CRD# 6731413) 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.

2
Dawn M. Batho
CRD#: 4402897
17605 Wright St, Omaha, NE 68130

Dawn Batho (CRD# 4402897) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 22 years of experience in the finance industry.

3
Kylee M. Beach
CRD#: 6005280
17605 Wright St, Omaha, NE 68130

Kylee Beach (CRD# 6005280) 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.

4
Ryan R. Berges
CRD#: 2354098
17605 Wright St, Omaha, NE 68130

Ryan Berges (CRD# 2354098) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 31 years of experience in the finance industry.

5
Micah J. Bielski
CRD#: 4970430
17605 Wright St, Omaha, NE 68130

Micah Bielski (CRD# 4970430) 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.

6
Jamie L. Blair
CRD#: 5454751
17605 Wright St, Omaha, NE 68130

Jamie Blair (CRD# 5454751) 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.

7
Christopher L. Bosse
CRD#: 5372638
17605 Wright St, Omaha, NE 68130

Christopher Bosse (CRD# 5372638) 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.

8
Ashley C. Calabretto
CRD#: 5975503
17605 Wright St, Omaha, NE 68130

Ashley Calabretto (CRD# 5975503) 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.

9
Meghan E. Castinado
CRD#: 6107095
17605 Wright St, Omaha, NE 68130

Meghan Castinado (CRD# 6107095) 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.

10
Jacob T. Childers
CRD#: 6692109
2300 Litton Street, Hebron, KY 41048

Jacob Childers (CRD# 6692109) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 7 years of experience in the finance industry.

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