Orion Portfolio Solutions, LLC

Orion Portfolio Solutions, LLC (CRD# 125446) is a financial advisory firm headquartered in Omaha, NE. They manage $8,738,893,300 in 163,654 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    8,739
    MILLION
  • Total Number of Accounts
    163,654
    ACCOUNTS
  • Average Account Value
    $53,399
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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.

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, VT, WA, WI, WV, WY

Financial Advisors at Orion Portfolio Solutions, LLC
Showing 1 - 10 of 83 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 2 years of experience in the finance industry.

2
Jesse D. Bargstadt
CRD#: 6300599
17605 Wright St, Omaha, NE 68130

Jesse Bargstadt (CRD# 6300599) 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.

3
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 19 years of experience in the finance industry.

4
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 7 years of experience in the finance industry.

5
Ryan B. Beach
CRD#: 5976659
17605 Wright St, Omaha, NE 68130

Ryan Beach (CRD# 5976659) 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.

6
Sean T. Belton
CRD#: 2470317
2300 Litton Ln, Suite 102, Hebron, KY 41048

Sean Belton (CRD# 2470317) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 26 years of experience in the finance industry.

7
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 15 years of experience in the finance industry.

8
Bruce D. Bischoff
CRD#: 6153299
17605 Wright St, Omaha, NE 68130

Bruce Bischoff (CRD# 6153299) 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.

9
Jonathon M. Bivens
CRD#: 6167530
17605 Wright St, Omaha, NE 68130

Jonathon Bivens (CRD# 6167530) 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.

10
Jamie L. Blair
CRD#: 5454751
2300 Litton Ln, Ste 102, Hebron, KY 41048

Jamie Blair (CRD# 5454751) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 11 years of experience in the finance industry.

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