Orion Wealth Management

Build a Practice That Grows—Your Way

Match the depth of investment support to how you actually run your practice—from advisor-led open architecture to fully outsourced turnkey—and shift gears as the practice evolves.

Growth Unlocked

Orion OCIO clients have grown at an average rate of 62.1% after partnering with Orion. Partner with a firm built to help you grow—on your terms.

Wealth Management Solutions

Match the Depth to Your Practice

Orion Wealth Management runs the full spectrum—from advisor-managed open architecture to fully outsourced turnkey. Pick the level of support that fits your firm. Move between tiers as you grow.

Open Architecture (Advisor-Managed)

Keep investment management in-house—with à-la-carte support when you need it.

• ​Investment Portal
• ​Trade Desk
• ​Cash and Credit

Guided Partnership (Partially Outsourced)

Hand off the investment work that slows your practice down—keep ownership of the rest.

• ​OCIO
• ​Custom Indexing
• ​Strategists
• ​Tailored Allocation Portfolios

Turnkey (Fully Outsourced)

Outsource end-to-end so you can focus on relationships and growth.

• ​TAMP
• ​Wealth Advisory
• ​Proprietary Investments

Your Practice. Your Philosophy. Our Support.

Open Architecture (Advisor-Managed)

For firms that want to keep investment management in-house and pull in Orion services à la carte. Open architecture, no commitment to a managed framework.

• ​Investment Portal: Open access to leading third-party strategists and investment models.
• ​Trade Desk: A team of experienced specialists to streamline trade operations.
• ​Cash & Credit: Lending solutions and cash management for HNW clients.

Guided Partnership (Partially Outsourced)

For firms that want institutional support without surrendering autonomy. Orion handles investment expertise, portfolio construction, and operational support—the advisor keeps the client relationship and overall planning.

• ​OCIO: Outsource investment management to a team of experts—provided by TownSquare Capital.
• ​Custom Indexing: Tax-efficient, security-level personalization at scale.
• ​Strategists: Curated investment model marketplace and third-party strategists.
• ​Tailored Allocation Portfolios: Strategist-managed allocation models—tax-smart, with no added fee.

Turnkey (Fully Outsourced)

For firms that want to scale without managing investment delivery. Orion runs investments, trading, billing, account opening, and reporting end-to-end.

• ​TAMP Open Architecture: Turnkey platform for growth from Orion Portfolio Solutions.
• ​Wealth Advisory: Full HNW practice support—Orion runs the investment, client-experience, and operational layers.
• ​Proprietary Investments: Brinker's actively-managed multi-asset portfolios and Destinations Funds—institutional-grade, fully outsourced.

Built on a Track Record Advisors Trust

• ​Top 3 Best TAMP Technology (America's Best TAMPs 2026)
• ​$185B Wealth management assets
• ​#1 CRM market share (T3/Inside Information, 2026)
• ​46 hrs saved per HNW account/year with Orion Custom Indexing
• ​#1 in BeFi: Only firm with embedded behavioral finance across the full suite
• ​6.18% NIGO rate—well below industry averages

"I probably had about $15 million in assets and within 18 months I had $150 million in assets. The OCIO business… the confidence in knowing my clients were in the right places just made my business go crazy."

—Morgan LeMaitre, Park City Wealth Advisors

Our Investment Philosophy

We empower financial advisors with customizable investment solutions that help investors pursue and achieve their long-term goals. Our core investment principles guide what we do every day.

Keep Investors Invested

We believe to build wealth, capital must be invested—and stay that way.

Institutional Due Diligence

Deep, curated due diligence helps build confident portfolios.

Multi-Asset Class Approach

Build portfolios by risk-managing a blend of assets to enhance performance.

Safeguard for Tomorrow

Align investors’ needs with their goals with robust due diligence, risk management, and behavioral finance.

From Complexity to Clarity

When you bring Orion in, the work shifts: investment management, operations, and reporting move off your plate at the depth you choose—so the time the practice spends each week lands back on clients.

Simplify Your Operations

Orion's institutional-grade operations team handles reconciliation, billing, and oversight—so your practice runs with the back office it needs without building one internally.

Strengthen Your Investment Strategy

Manage portfolios directly. Delegate oversight. Or blend both. Orion gives advisors institutional investment discipline, scaled to how the practice actually operates.

Focus on Your Clients

Less time reconciling. More time advising. With operations and investment management handled, your team's day shifts back to where it adds the most value—the client.

Advisor Portal

Run the Entire Book from a Single Dashboard

Orion Advisor Portal gives you a real-time view of every client, model, and account—without switching tools. Click any feature to see what you'll use day-to-day.

1. 1.Advisor AUM Summary: Total advisor AUM with performance trend. See how the book is moving day-to-day, plus Managed vs. Unmanaged at a glance.
   • ​Market value with daily change
   • ​Managed vs. Unmanaged split
   • ​Time-series across date ranges
2. 2.Model Summary: Every model your clients are invested in, ranked by AUM and account count. Spot concentration or drill into a model.
   • ​Ranked by market value
   • ​Color-coded for fast scanning
   • ​Drill into any model
3. 3.AUM by Client: Households ranked by AUM and allocation. Surface your largest relationships and group for outreach.
   • ​Household-level rollup
   • ​Allocation % per client
   • ​Sort and group for outreach
4. 4.Recent Transactions: Total transaction value across the book in real time. Filter by account, model, or date to audit activity.
   • ​Firm-wide transaction value
   • ​Filter by client, model, custodian
   • ​Full history with audit trail
5. 5.Asset Category Allocation: Aggregate allocation by asset category across all client accounts. Identify risk concentration and rebalancing opportunities.
   • ​Firm-wide category breakdown
   • ​Drill-down to client-level detail
   • ​Drift detection vs. target
6. 6.Asset Class Allocation: Granular asset-class detail—equity, fixed income, alternatives, cash. Drill in for underlying positions.
   • ​Equity, fixed income, alts, cash
   • ​Compare against household targets
   • ​Concentration limit flags

For Every Role in Modern Wealth

Whatever practice you run, Orion helps it thrive. Orion supports the people building modern wealth—solo RIA owners scaling their first $50M, founders launching new firms from scratch, broker-dealer networks managing thousands of advisors, and the investors counting on all of them.

• ​Advisors
• ​Broker Dealers
• ​Investors
• ​Enterprise

Robust Support at Every Step

95% of practices stay with Orion year after year, and our NIGO rate runs below 6.18%—because a dedicated team of professionals helps design, implement, and manage solutions tailored to each client.

From onboarding through quarter-end, our team works alongside yours. Streamlined operations, the right investment options, technology that lifts the admin load, and people on the other end of every escalation. That's what makes growth easier.

Build Your Practice with Orion

Tell us about the practice you're building. We'll help you find the engagement model that fits—and the team behind it.

Frequently Asked Questions

What is Orion Wealth Management?

Orion Wealth Management is the investment back office and operational support behind practices that want flexibility in how they deliver investment management. It runs the full spectrum—from advisor-led open architecture (Investment Portal, Trade Desk, Cash and Credit) through guided partnership (OCIO, Custom Indexing, Strategists, Tailored Allocation Portfolios) to fully outsourced turnkey (TAMP, Wealth Advisory, Proprietary Investments). Services are provided by Orion Portfolio Solutions and TownSquare Capital, both SEC-registered investment advisors.

What is the difference between OCIO and TAMP?

Orion OCIO (Outsourced Chief Investment Officer) is partially outsourced—Orion provides portfolio construction, manager research, and trade execution support while the advisor retains the client relationship and overall planning. TAMP (Turnkey Asset Management Platform) is fully outsourced—Orion runs investment management and operations end-to-end, accessed through Orion Portfolio Solutions. Orion OCIO is for firms that want investment expertise on-demand; TAMP services are for firms that want investment management entirely off their plate.

What is Orion Custom Indexing?

Custom Indexing on Orion lets advisors build personalized, tax-aware portfolios at scale. Clients hold the underlying securities directly, which enables tax-loss harvesting, tax transitioning, and values-based customization (ESG, security exclusions, factor tilts). The service is offered through Orion Portfolio Solutions.

What is Brinker Capital Investments?

Brinker Capital Investments is Orion's proprietary investment manager. Brinker delivers diversified portfolios designed to help advisors stay invested across market cycles, including the Destinations Funds suite.

Who is Orion Wealth Management for?

Independent advisors, RIAs, broker-dealers, banks and trust companies, and enterprise wealth practices. Orion Wealth Management serves firms anywhere on the engagement-model spectrum—from those that want to keep investment management entirely in-house and pull in Orion services à la carte, through those that want guided support, to those that want to outsource investment management and operations entirely.

How does Orion Wealth Management work with Orion Advisor Technology?

The two divisions integrate. Firms using Orion Advisor Technology can layer Wealth Management services (OCIO, TAMP, Custom Indexing) into their existing tech stack—investment data flows through the same Denali Data Layer that powers the rest of the platform, and proposals, reporting, and trading run from the same Advisor Portal.

Can I use Orion Wealth Management without using Orion Advisor Technology?

Yes. Wealth Management services (OCIO, TAMP, Custom Indexing, proprietary strategies) can be used by advisors who run their tech stack on other platforms. Firms that use both divisions get the deepest integration—but neither side is a prerequisite for the other.

Which Orion Wealth Management engagement model fits my firm?

Orion Wealth Management serves practices across the full engagement spectrum. If you want to keep investment management in-house and pull in Orion services à la carte, the Advisor-Managed tier (Investment Portal, Trade Desk, Cash and Credit) is built for that. If you want institutional support without giving up the client relationship, Guided Partnership (OCIO, Custom Indexing, Strategists, Tailored Allocation Portfolios) layers in expertise where it serves you. If you want turnkey investment management end-to-end, the Fully Outsourced tier (TAMP, Wealth Advisory, Proprietary Investments) runs it all. You can engage at any tier—and move between tiers as the practice grows.