Wealth Manager
    SEC Registered

    Orion Portfolio Solutions, LLC

    Registered investment advisor · Omaha, Nebraska · CRD #107975

    Assets Under Management
    $64.8B
    Client Accounts
    276,041
    Employees
    305
    CRD Number
    107975
    Registration
    SEC Registered
    Custodian
    Fidelity Brokerage Services Llc, Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Orion Portfolio Solutions, LLC

    Orion Portfolio Solutions, LLC (OPS) is a registered investment advisor founded in April 2001. The company specializes in fee-based platforms that enable investment advisors to create model portfolios or work with third-party institutional strategists. OPS is part of the Orion Advisor Solutions ecosystem, which offers a range of wealth management technology and services. OPS provides reporting and administrative services to both affiliated and unaffiliated investment advisors and broker-dealer

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Orion Portfolio Solutions, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Orion Portfolio Solutions, LLC's AUM?

    Orion Portfolio Solutions, LLC reports approximately $64.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Orion Portfolio Solutions, LLC headquartered?

    Orion Portfolio Solutions, LLC is headquartered in Omaha, Nebraska.

    What is Orion Portfolio Solutions, LLC's CRD number?

    Orion Portfolio Solutions, LLC's CRD number is 107975. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Orion Portfolio Solutions, LLC manage?

    Orion Portfolio Solutions, LLC manages approximately 276,041 client accounts according to its latest SEC filing.

    Is Orion Portfolio Solutions, LLC SEC registered?

    Yes, Orion Portfolio Solutions, LLC is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Nebraska

    Cwm, LLC
    Omaha, NE · $50.6B AUM
    Ameritas Investment Partners, Inc.
    Lincoln, NE · $29B AUM
    Ameritas Advisory Services, LLC
    Lincoln, NE · $13.7B AUM
    Bridges Investment Management Inc
    Omaha, NE · $11.3B AUM
    Mutual Advisors, LLC
    Omaha, NE · $8.5B AUM
    Weitz Investment Management, Inc.
    Omaha, NE · $8.1B AUM
    See all top RIA firms in Nebraska →

    Research firms like Orion Portfolio Solutions, LLC at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial