Orion Portfolio Solutions, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Omaha, NE. Its latest Form ADV filing, dated March 31, 2026, reports $64.8B in regulatory assets under management, 305 employees, 1 office, and 276,041 accounts.
Top client segmentIndividuals represent 88.4% of total clients.
Top client categories% of clientsClients
1
Individuals
88.4%
166,226
2
HNWI
10.2%
19,151
3
Corporations
0.6%
1,170
4
Pension Plans
0.6%
1,154
5
Other Advisers
0.1%
152
Additional categories (<0.1%)
Charitable79 clients
Government32 clients
Investment Cos.11 clients
Categories with <5 clients
EDUCATIONAL SAVINGS & ABLE PLANS<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$64.8Bas of March 31, 2026
Discretionary82.4%
$53.4B
82% of total RAUM82.4%
Non-discretionary17.6%
$11.4B
18% of total RAUM17.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$64.8B
Total Accounts276,041
10Y AUM Change+$57.8B (+816.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees305
Clients per Employee616:1
10Y Employee Change+223 (+272.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.