RIA Intel›Advisers›Nebraska›ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

Advisory

N·OMAHA, NE

Data as of Jul 31, 2026 · Source: SEC Form ADV

Total AUM

$64.8B

1-Year AUM Growth

+7.1%

3-Year CAGR

+11.2%

Employees

47

Assets Under Management

Total AUM$64.8B

Discretionary AUM$53.4B

Non-Discretionary AUM$11.4B

Discretionary %82.4%

Total Clients194,403

Team

Total Employees47

Investment Advisers305

Employee Growth (1Y)+9.0%

Filing History

Total Filings on Record76

First FilingMar 30, 2001

Latest FilingJul 31, 2026

🔒 Full AUM trend chart and 76 historical filings spanning 25+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ORION PORTFOLIO SOLUTIONS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.