Orion Advisor Services, LLC

Orion provides technology solutions and accounting services for advisory firms. Read more

194 Followers on Owler
194 Followers on Owler
194 Followers on Owler
194 Followers on Owler

Orion Advisor Services, LLC

Orion provides technology solutions and accounting services for advisory firms. Read more

Eric Clarke's photo - CEO of Orion Advisor Services, LLC

CEO

Eric Clarke

CEO Approval Rating

84/100

Founded:

1999

Status:

PrivateSubsidiary of orion

ORION ADVISOR SERVICES, LLC TOP COMPETITORS OR ALTERNATIVES

RANK

COMPANY

CEO

CEO RATING

EMPLOYEES

FUNDING

REVENUE

Missing a competitor? Contribute!

Envestnet is Orion Advisor Services, LLC's top competitor. Envestnet was founded in 1999 in Chicago, Illinois. Envestnet competes in the Internet Software field. Envestnet generates $888.2M more revenue than Orion Advisor Services, LLC.

Silver Management is perceived as one of Orion Advisor Services, LLC's biggest rivals. Silver Management's headquarters is in New York, New York, and was founded in 1991. Silver Management is in the Investment Management & Fund Operators industry. Silver Management generates 72% of Orion Advisor Services, LLC's revenue.

InvestEdge is one of Orion Advisor Services, LLC's top competitors. InvestEdge is a Private company that was founded in Bala Cynwyd, Pennsylvania in 2000. Like Orion Advisor Services, LLC, InvestEdge also operates in the Internet Software industry. InvestEdge has 245 fewer employees vs. Orion Advisor Services, LLC.

Weigh-in!

Help the Owler community know more

Competitor - 1/1

Is Portfolio Pathway a competitor of Orion Advisor Services, LLC?

Orion Advisor Services, LLC Acquisitions

No recent acquisitions found related to Orion Advisor Services, LLC

Orion Advisor Services, LLC Funding History

No recent funding data found related to Orion Advisor Services, LLC

Orion Advisor Services, LLC Investments

No recent investments found related to Orion Advisor Services, LLC

Orion Advisor Services, LLC News

February 26, 20194-traders

Orion Offers Nine Months of Free Platform Access and Training to PortfolioCenter Users

(marketscreener.com) For those looking to replace this legacy technology, the firm will also provide ... See more »
February 14, 20194-traders

Ascent on the Road Brings Orion's Flagship Conference to Advisors Across the U.S.

(marketscreener.com) Orion's 2019 event tour creates more opportunities for platform users and tech p... See more »
February 7, 20194-traders

Donaldson Capital Management Chooses Orion to Power Its Tech Stack

(marketscreener.com) Orion's record of innovation, service appeal to $1.5 billion, fee-only ...http:/... See more »
January 29, 20194-traders

Orion Bolts Out of the Gate in 2019 With Product Innovations Built to Address Advisors' Top Challenges

(marketscreener.com) Compliance upgrades, Event-Based Notifications, Identity Theft Protection and Bi... See more »
October 23, 20184-traders

Orion Empowers 'Forgotten' Brokerages With Outsourced Asset Management and End-to-End Enterprise Offering

(marketscreener.com) Powered by parent-company NorthStar's newest subsidiary, FTJ FundChoice, the off... See more »
August 20, 20184-traders

FUSE Participants Draw on Rich Orion Data to Fuel New Integrations

(marketscreener.com) Support from sponsors energizes 'Tech's Got Talent' contest at Orion's first Asc... See more »
August 1, 20184-traders

Independent Advisor Alliance to Enhance Transparency and Service with Orion Partnership

(4-traders.com) Charlotte-based Hybrid RIA Chooses Orion to Provide Portfolio Accounting Technology a... See more »

Orion Advisor Services, LLC Press Releases

April 11, 2019Business Wire

NorthStar Financial Announces Unification Under Orion Brand, New Leadership Team

OMAHA, Neb.--(BUSINESS WIRE)--NorthStar Financial Services Group, LLC, the parent company of Orion Ad... See more »
April 3, 2019University Chronicle

Yourefolio Announces Integration with Orion

The integration gives Orion users an expanded offering of estate and legacy planning with a more stre... See more »
March 6, 2019StreetInsider

Chalice Financial Network Partners With Orion Advisor Services To Provide Independent Financial Advisors With Discounted Access To Industry Leading Business Administration Software

SAN DIEGO, March 6, 2019 /PRNewswire/ -- Chalice Financial Network™ ("Chalice," "CFN" or "the firm"),... See more »
January 30, 2019streetinsider

The Five-Minute Financial Plan Now Available on the Orion Client Portal

BOSTON, Jan. 30, 2019 /PRNewswire/ -- FinMason, a rapidly-growing fintech firm operating one of the l... See more »
December 17, 2018Business Wire

Open TD Ameritrade Institutional Accounts on Orion in Minutes with New Integration

OMAHA, Neb.--(BUSINESS WIRE)--lt;a href="https://twitter.com/hashtag/advisors?src=hash" target="_blan... See more »
November 12, 2018Business Wire

Orion's Reimagined Report Builder Leapfrogs Competition with Real-time Interactivity, Intuitive Design, and Increased Personalization

OMAHA, Neb.--(BUSINESS WIRE)--#advisors--Orion Advisor Services, LLC ("Orion"), the premier portfolio... See more »
October 11, 2018StreetInsider

AdvicePay Announces Orion Integration to Streamline Billing Process

AdvicePay is excited to announce a new billing integration with Orion Advisor Services, LLC (Orion), ... See more »

Orion Advisor Services, LLC Videos

October 24, 2019Orion Youtube Channel

"Orion 2019 Keynote Boston" on YOUTUBE

October 24, 2019Orion Youtube Channel

"Buckingham Strategic Wealth" on YOUTUBE

October 24, 2019Orion Youtube Channel

"Sound View Wealth Advisors, LLC" on YOUTUBE

October 24, 2019Orion Youtube Channel

"GW & Wade" on YOUTUBE

October 24, 2019Orion Youtube Channel

"One Orion" on YOUTUBE

Social Media

Orion Advisor Services, LLC Headquarters

4020 S 147th St

Omaha, Nebraska68137

1-402-496-3513

Driving Directions »

Trending Companies

Orion Advisor Services, LLC Summary

ABOUT

Overview

Orion provides technology solutions and accounting services for advisory firms. Orion Advisor Services, LLC was founded in 1999. Orion Advisor Services, LLC's headquarters is located in Omaha, Nebraska, USA 68137. Orion Advisor Services, LLC's CEO, E...

CEO

Orion Advisor Services, LLC's CEO, Eric Clarke, currently has an approval rating of 84%. Orion Advisor Services, LLC's primary competitors are Envestnet, Silver Management & InvestEdge.

Website

orionadvisor.com

Frequently Asked Questions about Orion Advisor Services, LLC

  1. When was Orion Advisor Services, LLC founded?

    Orion Advisor Services, LLC was founded in 1999
  2. Who is Orion Advisor Services, LLC's CEO?

    Orion Advisor Services, LLC's CEO is Eric Clarke
  3. How much revenue does Orion Advisor Services, LLC generate?

    Orion Advisor Services, LLC generates $110M in revenue
  4. How much funding does Orion Advisor Services, LLC have?

    Orion Advisor Services, LLC has historically raised $0 in funding
  1. Where is Orion Advisor Services, LLC's headquarters?

    Orion Advisor Services, LLC's headquarters is in Omaha Nebraska, USA
  2. How many employees does Orion Advisor Services, LLC have?

    Orion Advisor Services, LLC has 365 employees
  3. What sector does Orion Advisor Services, LLC operate in?

    Orion Advisor Services, LLC is in Internet Software
  4. Who are Orion Advisor Services, LLC's competitors?

    Orion Advisor Services, LLC's top competitors are Envestnet, Silver Management, InvestEdge