One Platform for Advisors.
Infinite Possibilities.

No matter your business model, Orion helps you grow — your way.

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Your Firm. Your Model.
Your Choice.

No two firms grow the same way. Choose the model that aligns with your vision,
and we’ll help you scale it.

Advisor Managed

Keep control with
tools to scale.

Build Your Stack

Partially Outsourced (OCIO)

Grow your firm — not
your workload.

Explore Orion OCIO

Fully Outsourced (TAMP)

Focus on serving
your clients.

Explore Our TAMP Solutions

Connected Where It Counts

How Orion Works for You

Whether you’re wearing every hat at a startup RIA or leading enterprise operations, Orion’s flexible platform helps you deliver, grow, and thrive — on your terms.

I'm an Independent Advisor
I Lead Operations
I Manage Tech + Data
I'm a Growth-Focused RIA
I Serve High-Net-Worth Clients

I'm an Independent Advisor

Run lean. Scale smarter.

Streamline onboarding, client service, and performance tracking in one unified system.

Explore Advisor Solutions

I Lead Operations

Power your back office with tech you can trust.

Improve efficiency and oversight across reporting, billing, compliance, and trading.

Explore Operational Tools

I Manage Tech + Data

Open platform. Closed loops.

Eliminate silos with tech that talks — and works — together.

Build Your Tech Stack

I'm a Growth-Focused RIA

Turn insight into action.

Use planning, behavioral finance, and CRM to drive referrals, retention, and AUM.

Grow With Us

I Serve High-Net-Worth Clients

Offer more, without doing more.

Deliver personalization, tax efficiency, and custom portfolios — without operational drag.

Explore HNW Tools

Our Solutions

Everything You Need. Connected By Design.

Orion unifies your tech and investment operations in one powerful platform — helping your team move faster, your clients stay engaged, and your firm keep growing.

Redtail CRM

Manage client relationships with the industry’s most-adopted CRM¹ — now deeply integrated with Orion’s full platform.

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Compliance

Stay audit-ready with real-time alerts, trade surveillance, and integrated compliance workflows.

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Employee Oversight

Firm Oversight

Client Oversight

Orion Planning

Help clients visualize their future with flexible planning tools that turn goals into guided action.

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Trading

Place trades with confidence using scalable automation, model management, and oversight tools.

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Portfolio Accounting

Automate performance reporting, billing, and oversight in a single dashboard built for fiduciaries.

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Client Portal

Deliver real-time transparency with a personalized, mobile-first experience your clients will love.

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Custom Indexing

Offer personalized portfolios with tax-efficient strategies and values-based customization.

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Independent advisor surveys a vista of opportunities.

OCIO and TAMP Solutions

Tap into institutional investment strategy — or offload operations entirely to focus on growth.

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Integrations

Connect with the tools you already use for a seamless, unified experience.

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Find Your Solution

Speak with someone who understands your business.

Let's Talk

Firms Like Yours Are Growing Faster With Orion

From solo advisors to top RIAs, Orion powers thousands of firms with flexible tech, scalable investments, and the confidence to grow.

To feel like I can compete with anybody, that’s been a game-changer for us with the OCIO services at Orion.

Brad Gotto

Fiat Wealth Advisors

Our firm had $15M in assets and within 18 months we had $150M. The OCIO business ... just made my business go crazy.

Morgan Lemaitre

Park City Wealth Advisors

[With Eclipse] we're doing things we couldn't have done before.

Laura Hubbell

SignatureFD

We leverage Orion to make our advisors’ lives easier on the administrative side so they have time for the client side.

Emily Reitan

Foundations Investment Advisors

The service level at Orion is unparalleled.

Neal Carlson

Forthright Family Wealth

Orion makes my back office easy. So that allows me to spend time with my clients.

Mike Klauke

Klauke Investments and Insurance Services

The main ingredient for me is the Investment team. The talent that they bring to the table is exceptional.

Barby Barone

Biltmore Advisors

Wealth Advisory is such a standout, and there’s nobody competing with it.

Joe Graziano

FFP Wealth Management

The partnership we have with the Orion Custom Indexing team is transformational to our business and for our clients.

Jeff Silverman

Alera Group

We're very extensive users of the Orion tools. We use a lot of them.

Bob Phillips

3EDGE Asset Management

Orion speaks RIA ... When I first came across Orion, I was like, "Oh my God, the thing thinks like we're trying to think."

David Connelly

Symmetry Partners

What Powers Our Platform — and Your Success

At Orion, everything we build is guided by our mission: to create a wealth-tech community where every advisor and investor thrives.

Our strategic pillars shape the solutions we deliver and the outcomes you can expect.

Pioneering Technology

We don’t just keep up — we build what’s next. Our commitment to continuous innovation ensures you're equipped to lead in a rapidly evolving industry.

Reliable Systems and Support

From quarter-end to year-end, our tech and service teams deliver stability, responsiveness, and peace of mind — so your business never misses a beat.

Comprehensive Wealth Solutions

Planning, investing, trading, and billing — all in one place, fully integrated. The tools you need to serve every type of client, every step of the way.

Flexible Ecosystem

Build it yourself, outsource what you choose, or let us take the wheel. Orion supports your vision, your tech stack, and your preferred workflows.

Growth Resources

Unlock coaching, benchmarks, thought leadership, and community to drive growth and elevate your client experience.

Your Firm. Your Future.
Let's Go.

Whether you’re building in-house or outsourcing to scale, Orion is built to support your next move — and every move after that.

Find Your Solution

¹Source: T3 Inside Information Software Survey, 2024. Orion has #1 Market Share for CRM, Portfolio Accounting, and All-In-One Software Programs.

This website may contain links to third-party websites. Any links to such third-party websites are provided solely as a convenience to you and not as an endorsement by Orion of the content on such third-party websites, or any affiliation or association with its operators. Orion is not responsible for the content of linked third-party websites, including, without limitation, any link contained in a linked website, or any changes or updates to a linked website, and do not make any representations regarding the information, services, products or accuracy of any material contained on such third-party websites.

Orion has not compensated any of the above individuals specifically or directly for their testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firms may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate the above individuals for the supplied statements.

Orion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor.

Outsourced Chief Investment Officer (OCIO) services offered by TownSquare Capital, LLC (“TSC”), an Orion Company, a Registered Investment Advisor. TownSquare Capital, LLC, is an affiliated company of Orion Portfolio Solutions, LLC

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.