Orion 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.

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.

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.

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.

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.

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.

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

• Attending the annual Orion Ascent conference
• Attend/complete one Orion webinar (live or on-demand) or Orion Advisor Academy CE course per quarter

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.

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.

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. 

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.