¹Source: T3 Inside Information Software Survey, 2023. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.
²Source: Proprietary Orion data, as of 7/28/2023.
³Source: 2022 Top 100 Independent Advisors, Barron's, 2022.
Wealth Management services are offered by Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.
Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
OCIO services offered through TownSquare Capital, LLC, an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC.
Compliance Code: 2 3 2 1 Orion Portfolio Solutions August 21, 2023