Be advised. This firm is no longer registered.

Orion Portfolio Solutions, LLC

Orion Portfolio Solutions, LLC (CRD# 125446) is a financial advisory firm headquartered in Omaha, NE. They manage $14,194,829,219 in 81,242 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    14,195
    MILLION
  • Total Number of Accounts
    81,242
    ACCOUNTS
  • Average Account Value
    $174,723
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
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
No Advisor Found.
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.