Orion Advisor Solutions is a leading provider of wealth management technology and turnkey asset management programs (TAMPs) to independent financial advisors.
As of July 2020, Orion serves more than 2,000 registered investment adviser firms comprising over 3 million client accounts and approximately $1 trillion in assets under administration. In September 2020, the company merged with Brinker Capital, a premier investment management company serving advisors at insurance broker-dealers and independent broker-dealers. Together they create a combined technology and TAMP provider enabling independent financial advisors to grow their businesses, serve their clients and win in the marketplace. TA re-invested in Orion in September 2020.
In the News
Sep 25, 2020
Orion Advisor Solutions and Brinker Capital Complete Merger, Leapfrogging Competitors With 10,000-plus Active Advisors on Combined TAMP
Read MoreJun 29, 2020
Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse
Read MoreApr 11, 2019
NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team
Read MoreACQUISITIONS
