About Orion Advisor Solutions
Orion Advisor Solutions, founded in 1999 to create superior portfolio management software for RIAs, is a fintech leader offering an integrated, open-architecture platform that empowers financial advisors with technology and wealth management solutions to attract clients, connect planning goals to investment strategies, and enhance profitability and investor success.
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Powering Advisors. Winning for Investors.
Our tech-enabled fiduciary process empowers you to seamlessly attract new clients, connect planning goals to investment strategies, and help achieve each investor’s unique definition of financial success.
What We Do
Orion is a wealthtech powerhouse delivering an integrated suite of fully connected, disruptive technology and investment solutions on an open architecture platform.
Advisor Tech
Everything you need to grow and scale your business.
Wealth Management
Maximize your profitability and lifestyle.
Pioneers in Fintech
Our Story
In 1999, when the founders of our legacy firm sought an investment accounting system that could meet the needs of a growing RIA, they concluded it did not exist. As a result, they made it their mission to develop the best portfolio management software on the market and launched Orion Advisor Technology.
Today, that same passion is what drives our quest to innovate across our business, disrupt the status quo, and help financial professionals win by realizing their unique vision for success.
Orion is committed to understanding the needs of growth-minded advisors which directs our M&A and product development strategies. In fact, in the last five years alone, we’ve made it our goal to seamlessly connect each stage of the advisor-client relationship with solutions that are fully connected yet provide the flexibility and choice to be adopted in its entirety or as stand-alone components that complement existing capabilities.
Our Values
Create Raving Fans
We are committed to going above and beyond to exceed client and team member expectations with exceptional service, support, and collaboration. Our goal is not just to satisfy, but to inspire so profoundly that people rave about Orion.
Innovate Always
Innovation is a state of mind. We push boundaries, reject the status quo, adapt quickly to change, and relentlessly pursue transformative outcomes.
See It Through
We hold ourselves to the highest standard of follow-through and personal accountability. Completing work and driving towards solutions are not just goals — they are expectations.
Support One Another
When we uplift one another, we are united. That’s why we are dedicated to acting with empathy, respect, and integrity. We offer proactive and unwavering support to our colleagues whenever and wherever needed.
Orion
At-A-Glance
18
of the Top 20 Barron’s RIA firms rely on Orion’s technology.2
$6.6T
Platform assets1
8.6M
Technology accounts1
$211B
Wealth management assets1
100,000
Redtail users1
100%
of the 9 mega RIAs rely on Orion.2
Fuel Your Success
Get in touch to learn more about how Orion’s integrated suite of fully connected, disruptive technology and investment solutions can spur growth for your firm.
1Source: As of 6/30/26
2Source: 2026 Top 100 RIA Firms, Barron's, 2026.
Wealth Management Platform Assets include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms.
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