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Orion Elite 
Advisor Network

Engage. Elevate. Excel.

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Connect, Collaborate, and Thrive

Join Your Wealth-Tech Community

The Orion Elite Advisor Network is an elite advisor community designed to empower top-performing Orion Portfolio Solutions and Brinker Capital advisors with exclusive resources, personalized support, and premier technology — all to help you thrive in today’s competitive landscape.

Exclusive Benefits

Elevate Your Business

Connect

Connect with like-minded advisors who share your challenges, aspirations, and growth mindset.

Customize

Access personalized services designed to meet your evolving business and client needs.

Grow

Leverage powerful resources and insights to accelerate your growth and streamline operations.

Excel

Enjoy exclusive benefits and dedicated support reserved for our most engaged advisors.

Peer groups are the avenue that gives owners the

confidence & clarity

to do what they know they need to do.

– Michael Kitces¹

Your Advisor Benefits

Next-Level Networking

Exclusive access to events.

Build Connections at Orion Ascent

Exclusive Access

Early and exclusive access to data, insights and product roadmaps.

Advisor Portal

Premier Support

Differentiated service and support.

Technology Consulting

Differentiated access to technology consulting.

Get a Personalized Consultation at Orion Ascent

Complimentary Technology

Access to additional Orion technology 
(such as Orion Risk Intelligence and Redtail CRM).

Redtail CRM Workflows

Growth Opportunities

Development opportunities for 
advisors and office staff.

Learn More

Watch Our Webinar

Watch Tom McCarthy, EVP of Wealth Management Sales, and Erik Hardin, SVP of National External Sales, as they walk through the Elite Advisor Network.

You’ll learn how this program can provide your firm with differentiated service, VIP access to industry events, and the tools you need to stay ahead in today’s competitive landscape. Don’t miss this opportunity to discover how you can qualify and maximize your benefits.

How to Qualify

The Orion Elite Advisor Network is available exclusively to Orion Wealth Management — specifically Orion Portfolio Solutions and Brinker Capital Investments platform users — managing a minimum of $10M in total assets under management (AUM) on the Orion and Brinker platforms.

In addition, qualifying advisors must engage in three of five qualifying activities throughout a calendar year to qualify for the program.

Additional Details

Engagement Qualifications

Qualifying activities include:

Additional Details

Bi-Annual Reviews

Orion will reassess Elite Advisor Network Program status qualification twice per year — December 31 and June 30. Advisors who qualify for the next status level will be notified and will become eligible to access their upgraded benefits the following month, with eligibility for the following full calendar year, plus the remainder of the year in which they earned upgraded status.

Additional Details

Change in Status

Advisors who no longer meet the AUM status level and/or engagement requirements on December 31 will be notified.

Additional Details

Grace Period

Advisors who fall below the AUM status level and/or engagement requirements will be granted a grace period of up to six months to meet the qualification criteria. Orion will reassess AUM status levels and engagement requirements on June 30 of that calendar year.

Additional Details

Requalification

Advisors who successfully meet the Elite Advisor Network Program AUM status level requirements and engagement activities within the grace period will retain their status and continue to receive benefits for the program year.

Advisors who do not meet AUM status levels and engagement requirements at the end of the grace period will be downgraded to the appropriate status level or lose program status and associated benefits. Representatives can requalify for the Elite Advisor Network Program if they meet the minimum $10M in AUM threshold on December 31 and engage in three development activities throughout the program year (January 1 – December 31).

Tier Levels

Premier Tier

The Premier tier is the pinnacle of the Elite Advisor Network, offering unparalleled access to Orion’s most valuable resources, including white-glove service, VIP event invitations, and dedicated consulting to optimize every aspect of your practice. Advisors at this level benefit from personalized strategies and high-touch support to stay ahead of the competition.

Engagement Qualifications:

 

Learn More

Plus Tier

As part of the Plus tier, advisors enjoy elevated services, priority access to exclusive events, and deeper strategic support. This level provides enhanced consulting, early insights into product roadmaps, and access to top-tier networking opportunities to drive long-term growth.

Engagement Qualifications:

 

Learn More

Pro Tier

The Pro tier offers enhanced benefits and personalized support to help advisors scale their business with confidence. Advisors receive differentiated service, access to technology like Redtail CRM and Orion Risk Intelligence, and opportunities for deeper engagement with Orion’s leadership team.

Engagement Qualifications:

 

Learn More

Core Tier

The Core tier offers enhanced benefits and personalized support to help advisors scale their business with confidence. Advisors receive differentiated service, access to technology like Redtail CRM and Orion Risk Intelligence, and opportunities for deeper engagement with Orion’s leadership team.

Engagement Qualifications:

 

Learn More

What You Get

Full Program Benefits

Qualified advisors will receive tiered levels of service, support and benefits.

*Access to complimentary Orion technology begins in 2026.
 

Premier

Plus

Pro

Core

Invitation to Ascent 2026checkmarkcheckmarkcheckmarkcheckmark
Complimentary registration to Ascent 2026checkmarkcheckmark  
Comped hotel and airfare to Ascent 2026checkmarkcheckmark  
50% off registration to Ascent 2026  checkmark 
25% off registration to Ascent 2026   checkmark
Private meet and greets with Orion Leadership at Ascent 2026checkmark   
Pre-conference session with CEO at Ascent 2026checkmarkcheckmarkcheckmarkcheckmark
Access to Elite Advisor lounge at Ascent 2026checkmarkcheckmarkcheckmarkcheckmark
Invitation to Elite Advisor event at Ascent 2026checkmarkcheckmarkcheckmarkcheckmark
Invitation to Wealth Management Elite Conference 2025checkmarkcheckmark  
Complimentary hotel and airfare to Wealth Management Elite Conference 2025checkmarkcheckmark  
Invitation to Redtail University (RTU)checkmarkcheckmarkcheckmarkcheckmark
Complimentary airfare for 1 team member (if needed) to RTUcheckmarkcheckmark  
Complimentary hotel for 1 team member to RTUcheckmarkcheckmarkcheckmark 
Dedicated service repcheckmarkcheckmarkcheckmark 
60-day onboarding specialists for new team members that join the firmcheckmarkcheckmarkcheckmarkcheckmark
White-glove onboarding for new clientscheckmark   
Complimentary access to Orion Risk Intelligence*checkmarkcheckmarkcheckmarkcheckmark
Complimentary access to Redtail Growth – Premium CRM + Redtail Imaging and Redtail Speak*checkmarkcheckmark  
Complimentary access to Redtail Launch – Basic CRM*  checkmarkcheckmark
Early access to technology consultation appointment sign-up at Ascent and Wealth Management Elite Conferencecheckmark   
Annual on-site, one-day technology consultation with your team and Orion SMEscheckmark   
Annual virtual technology consultation with your team and Orion SMEs checkmarkcheckmarkcheckmark
Preview of Orion Wealth Management Development Roadmapcheckmarkcheckmarkcheckmarkcheckmark
Technology roadmap Q&A sessions with Orion leadershipcheckmarkcheckmarkcheckmarkcheckmark
Opportunity to provide feedback on technology roadmap featurescheckmarkcheckmark  
Opportunity to provide feedback on prioritization of technology featurescheckmark   
Potential opportunity to join Advisor Councilcheckmarkcheckmark  
Orion Advisor Academy free CE creditscheckmarkcheckmarkcheckmarkcheckmark
Elite Advisor Network Brochure
Downloadable Resource

Get the Brochure

Ready to explore more about joining the Elite Advisor Network? Download our brochure to peruse all of your potential benefits, including differentiated service, VIP access to industry events, and the tools you need to stay ahead in today’s competitive landscape.

Download Now
Your Questions, Answered

Frequently Asked Questions

Who qualifies for the Elite Advisor Network?

The Orion Elite Advisor Network is available exclusively to Orion Wealth Management — specifically, Orion Portfolio Solutions and Brinker Capital Investments platform users managing a minimum of $10M in total assets under management (AUM) on the Orion and Brinker platforms.

Does my participation depend on my Broker Dealer or RIA?

Yes, your participation in the Elite Advisor Network is subject to your Broker Dealer/RIA approval. The benefits you actually receive may vary depending on your Broker Dealer/RIA affiliation.

Will I be able to track my tier-level status and engagement activities?

Advisors will not have direct access to track their tier-level status or engagement activities at this time. You can, however, contact your sales representative to obtain information about your tier-level status, total AUM, and completion of qualifying engagement activities.

I operate under a home office. Do I qualify for the Elite Advisor Network?

Advisor status levels will be determined by total AUM on the Orion and Brinker platforms. Advisors who do not qualify for the program individually or meet Premier, Plus and Pro status-levels will have access to a dedicated service line/rep if their phone number matches the home office phone number. If an advisor’s phone number differs from the home office, their benefits will be based on their individual total AUM on the Orion and Brinker platforms.

I operate my business with another advisor. How will advisors operating under a solo and a joint rep code be handled within this program?

Advisors receive 100% credit for AUM under their solo rep code. For joint codes, the advisors will equally split the AUM under their joint rep code. 

For example, if there are two advisors sharing a joint rep code, the AUM will be split 50/50, and if three advisors are operating under a joint rep code, the AUM will be split 33.33%. This is the standard way that our reporting works today.

Example: John receives 100% credit for his $5M solo rep code and 50% credit for his joint rep code with Bill for a total of $10M. John qualifies for the program. Bill receives 50% of his joint code AUM for a total of $5M. In this scenario, Bill does not qualify for the program.

I qualify for the Premier Tier and am interested in the annual on-site, one-day tech consultations. Who will be coming to my office to conduct those consultations?

The Orion Training team will conduct the annual on-site, one-day tech consultations. Your sales representative(s) will initiate the process by completing an intake form to help the training team understand your specific training needs. This is followed by an introductory call with your sales team and the technology consultation team.

What are the engagement qualifications each year to qualify for the program?

To qualify for the program, advisors must engage in three of five qualifying activities throughout a calendar year. These include:

What kind of webinars count for the webinar engagements?

All Orion-owned webinars (i.e. hosted by Orion, and not a third party) qualify as an engagement activity. This includes territory webinars hosted by your sales team.

How do I sign up for Orion Advisor Academy? Is it really free?

Absolutely! Advisors can sign up for Orion Advisor Academy on the Orion website, here. Simply click “Get Started” to begin the enrollment process. Please note, your CFP or IWI ID number is required for us to submit CE on your behalf.

How many opportunities per quarter will I have to complete my engagement qualifications?

Orion hosts multiple webinars (on average, 2-5 per month) per quarter, so you will have ample opportunities to complete your required engagement qualifications. In addition, we currently have 50+ courses available in Orion Advisor Academy, including CFP Ethics — all completely free. 

If I qualify for specific benefits, will Orion issue me a 1099?

Yes. Certain benefits may require the issuance of a 1099, which is something we already do today for our advisors. For example, if we reimburse an advisor for hotel/airfare for an event.

Join the Elite. 
Elevate Your Success.

Unlock exclusive resources, expert insights, and tailored support — empowering you to achieve more with Orion.

Contact Your Team

 

 

¹Source: CEO Peer Groups: A Strategy For Financial Advisors To Build Trust With And Attract Business Owner Clients, Kitces.com, 2024.

Participation in the Elite Advisor Network is subject to Broker Dealer/RIA approval. The benefits you actually receive may vary depending on your Broker Dealer/RIA affiliation.

The Elite Advisor Network program (the "Program") is offered by Orion Portfolio Solutions, LLC ("OPS"), an Orion Company, a registered investment advisor. Participation in the Program is voluntary and is limited to representatives of firms who have agreed to the terms of the Program. Qualifying advisors in the Program receive noncash benefits from OPS based generally on two factors: 1) the amount of client assets the qualifying advisor maintains on the Orion Portfolio Solutions or Brinker Capital Investments platforms and 2) Participation by the qualifying advisor in "qualifying factors" including attending marketing events hosted or sponsored by OPS. Assets on other platforms do not qualify (e.g., OCIO assets and assets in Brinker strategies on 3rd party platforms). Benefits that advisors receive through the OPS Program vary by tier and may include, but are not limited to: enhanced training and operational support for the advisor and his or her staff, marketing support, increased discounts on value-added technology services, expense reimbursement for travel to and attendance at approved OPS events, and access to other approved OPS sponsored functions. Benefits and terms of the Program are subject to change at Orion's discretion.

This website is intended for investment professionals only. It is not intended for use by private investors. Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments, a registered investment advisor.