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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-31-1994
- Office Locations
- 4
Office Locations
About Orion Portfolio Solutions, LLC
Orion Portfolio Solutions provides a unified wealthtech platform for RIAs and advisor firms, combining planning, integrated CRM (Redtail), trading automation and oversight, and a client portal with investment operations in one system. Through OCIO/TAMP offerings and custom indexing, it supports tax-efficient personalization and institutional-style portfolio management. Built to plug into existing stacks, it integrates with major partners such as Fidelity and Charles Schwab.
Reported data analysis
What the numbers show
Between August 11, 2025 and July 31, 2026, reported AUM increased 12.5%, from $57.7B to $64.8B.
Across 5 reported observations, AUM increased 54.5% between October 18, 2022 and July 31, 2026, from $42.0B to $64.8B.
Of the latest reported AUM, 82.4% is discretionary and 17.6% is non-discretionary.
The firm reports 47 advisory representatives and 187,975 clients, or 3,999.5 clients per representative. That equates to $345.0K in reported AUM per client.
The profile lists 4 reported office locations and 32 years in operation. The source data was last updated on July 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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AdvizorPro subscribers can review Orion Portfolio Solutions, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Orion Portfolio Solutions, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Mark ANDREW Audrain
Chief Compliance Officer
- CRD
- #7046010
- Ownership
- Less than 5%
KYLEE MARIE BEACH
Chief Legal Officer, Secretary
- CRD
- #6005280
- Ownership
- Less than 5%
Showing 2 of 6 owners & executives
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RYAN TAYLOR ALDERMAN
--
- CRD
- #6378447
Gregory Allison
--
- CRD
- #6412742
Showing 2 of 201 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,421,780,525 | $252,751 |
| Non-Discretionary | $11,420,354,826 | $176,567 |
| Total | $64,842,135,351 | $234,900 |
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Separately Managed Accounts
SMA allocation detail is available
Orion Portfolio Solutions, LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Orion Portfolio Solutions, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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