$64.8B Total AUM
$53.4B Disc. AUM
12.9% 3Y CAGR
305 Employees
187,975 ADV. Clients
32 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Element signalZenith atlas +more
- Established Date
- 05-31-1994
- Office Locations
- 3
Office Locations
1055 Westlakes Drive Berwyn PA
17605 Wright ST Omaha NE
2300 Litton Lane Hebron KY
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.
Team overview
39 AVG AGE
$1.4B AVG AUM / ADVISOR
$345.0K AVG AUM / CLIENT
2.7 yrs AVG TENURE
305 Employees
47 Advisory Reps
207 RIA Reps
32yrs Firm Age
Insights
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Asset Classes
Capital optima Pioneer Legacy oak Alpha horizon Wave delta Pioneer focus Timber Alpha quantum Signal foundation
Client Personas
Focus Glacier prime Vital unison
CRM
Zenith delta Ridge Vital
Custodian
Legacy Fusion oak Quantum zenith Capital beacon Signal signal Delta Radial capital Wave Radial Momentum Value Fusion alpha Quantum Pathway Insight Vector insight Radial Summit capital Catalyst radial Matrix vector Beacon Alpha Vertex Insight Insight vector Legacy glacier Capital insight Quantum crest Legacy wave Prime
Fund Managers
Quantum focus Glacier
Investment Themes
Meridian alpha Value catalyst Zenith unison Horizon Matrix capital North summit Momentum summit Optima wave
Investment Vehicles
Element eagle Crest Alpha catalyst
Platform
Insight Summit Signal eagle Timber ridge Summit Zenith Legacy insight Matrix matrix Eagle value Insight momentum Radial
Services
Value Horizon eagle Vector meridian Delta Crest Frontier foundation Focus catalyst Optima Alpha
Technology
Alpha ridge Delta zenith Frontier Focus glacier Horizon Oak Summit harbor Frontier foundation Atlas fusion Optima
Owner & Executives
M
Mark ANDREW Audrain
Chief Compliance Officer
- CRD
- #7046010
- Ownership
- Less than 5%
(610) 351-4921
wave.beacon@alphacapital.com
in linkedin.com/in/ridge-horizon
KYLEE MARIE BEACH
Chief Legal Officer, Secretary
- CRD
- #6005280
- Ownership
- Less than 5%
(946) 810-4096
bridge.capital@glaciercapital.com
in linkedin.com/in/atlas-optima
I
Insight radial
Horizon pioneer
- CRD
- #12539
- Ownership
- 8.0%
(966) 934-7607
eagle.crest@oakcapital.com
in linkedin.com/in/delta-matrix
Showing 2 of 6 owners & executives
Unlock allContacts
R
RYAN TAYLOR ALDERMAN
--
- CRD
- #6378447
(498) 638-9748
crest.summit@alphacapital.com
in linkedin.com/in/optima-element
G
Gregory Allison
--
- CRD
- #6412742
(555) 703-4000
timber.fusion@deltacapital.com
in linkedin.com/in/insight-vector
I
Insight zenith
Vector vertex vector
- CRD
- #59702
(564) 816-5659
meridian.radial@meridiancapital.com
in linkedin.com/in/atlas-ridge
Showing 2 of 197 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| 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
Total SMA Asset: $53,958,193,824
Public Funds:
12.4% Equity - Exchange:
22.6% Cash:
25.4% Municipal Bonds:
6.7% Corporate - Investment Grade:
8.8% Equity - OTC:
18.6% Other:
5.5% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $919,325,609 | 12.4% |
| Equity - Exchange | $1,675,545,062 | 22.6% |
| Cash | $1,883,134,716 | 25.4% |
| Municipal Bonds | $496,732,386 | 6.7% |
| Corporate - Investment Grade | $652,424,626 | 8.8% |
| Equity - OTC | $1,378,988,414 | 18.6% |
| Other | $407,765,390 | 5.5% |
| Total | $7,413,916,203 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FRONTIER BRIDGE | INSIGHT RIDGE | OTMDFT0QL | TNKY | 12.24% | $52,366,597 |
| FRONTIER VITAL VERTEX | LEGACY RADIAL | 90U6QF0AH | OMC | 8.85% | $53,111,680 |
| RIDGE EMBER | QUANTUM OPTIMA | FI8V7R5G9 | ZEZG | 10.73% | $41,923,498 |
| HARBOR UNISON SUMMIT | ATLAS PIONEER | TZ2W62PNE | DAU | 2.77% | $66,081,023 |
| FOCUS DELTA | CREST ALPHA | T1W8JUSO2 | YISY | 10.89% | $89,981,458 |
| VALUE VECTOR EAGLE | HARBOR CAPITAL | KZPG85ESX | FXB | 11.89% | $26,831,975 |
| ALPHA LEGACY | QUANTUM RADIAL | HZGL9IY7S | KWMZC | 8.17% | $14,312,606 |
| NORTH VALUE FOUNDATION | PIONEER VECTOR | B0ZFRETEO | RGEYM | 4.75% | $39,502,896 |