A complete list of active advisors currently associated with Orion Portfolio Solutions, LLC
Warmer can help you find a great advisor at Orion Portfolio Solutions, LLC or one who fits your needs even better.
Orion Portfolio Solutions serves a broad client mix through intermediary relationships, providing portfolio management, reporting and administrative services to investment advisory firms and their end clients as well as direct wealth advisory services for high‑net‑worth investors. The firm operates two principal platforms (OPS and BCI) and offers programs that include Strategist models, separately managed accounts, Des na ons mutual funds, and proprietary offerings such as Orion Custom Indexing and Tailored Allocation Portfolios. Orion primarily delivers advice and implementation via platform relationships—co‑advisory, solicitor and sub‑advisory arrangements—combining discretionary and non‑discretionary mandates, risk‑budgeted strategies, tax‑aware transitions, and access to third‑party Strategists. Its work is supported by an integrated technology and trading infrastructure (Orion Tech) that facilitates model delivery, trade processing and consolidated reporting for advisors and households. Compared with many enterprise peers, Orion maintains an unusually high number of clients per advisor and explicitly supports other investment advisory firms as clients (outsourced trading, sub‑advisory and model manager services). The firm also facilitates sales and delivery of other financial products through affiliated integrations and partners—for example, banking and lending solutions via Orion Cash and Credit/Up q and securities‑backed lending via TriState Capital, plus access to private placement distribution through CAIS—which creates a wider operational scope than a typical advisory platform.
To learn more about the advisors currently working at Orion Portfolio Solutions, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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