Orion Portfolio Solutions, LLC

Orion Portfolio Solutions, LLC (CRD# 107975) is a financial advisory firm headquartered in Omaha, NE. They manage $53,283,016,878 in 176,366 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    53,283
    MILLION
  • Total Number of Accounts
    176,366
    ACCOUNTS
  • Average Account Value
    $302,116
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Orion Portfolio Solutions, LLC
Showing 11 - 20 of 125 top financial advisors.
11
Meghan E. Castinado
CRD#: 6107095
17605 Wright St, Omaha, NE 68130

Meghan Castinado (CRD# 6107095) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.

12
Jacob T. Childers
CRD#: 6692109
2300 Litton Street, Hebron, KY 41048

Jacob Childers (CRD# 6692109) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Hebron, KY and has over 7 years of experience in the finance industry.

13
Eric R. Clarke
CRD#: 2917776
17605 Wright St, Omaha, NE 68130

Eric Clarke (CRD# 2917776) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 26 years of experience in the finance industry.

14
Todd P. Clarke
CRD#: 2302776
17605 Wright St, Omaha, NE 68130

Todd Clarke (CRD# 2302776) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 31 years of experience in the finance industry.

15
Mickey L. Ellison
CRD#: 3249568
17605 Wright St, Omaha, NE 68130

Mickey Ellison (CRD# 3249568) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 24 years of experience in the finance industry.

16
Patrick D. Ferrer
CRD#: 1320671
17605 Wright St, Omaha, NE 68130

Patrick Ferrer (CRD# 1320671) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 15 years of experience in the finance industry.

17
Spencer J. Fleming
CRD#: 6168097
17605 Wright St, Omaha, NE 68130

Spencer Fleming (CRD# 6168097) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 9 years of experience in the finance industry.

18
Michael W. Forker
CRD#: 6145134
17605 Wright St, Omaha, NE 68130

Michael Forker (CRD# 6145134) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 10 years of experience in the finance industry.

19
Gene M. Frerichs
CRD#: 3154208
17605 Wright St, Omaha, NE 68130

Gene Frerichs (CRD# 3154208) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 23 years of experience in the finance industry.

20
Bryan D. Gelster
CRD#: 5996919
17605 Wright St, Omaha, NE 68130

Bryan Gelster (CRD# 5996919) is an Investment Advisor Representative working at Orion Portfolio Solutions, LLC in Omaha, NE and has over 10 years of experience in the finance industry.

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