Orion & Brinker Capital Merge to Create WealthTech Powerhouse

We’re excited to announce Orion’s merger with one of the industry’s most successful investment management firms, Brinker Capital!

Brinker Capital, a Berwyn PA-based, privately-held investment management firm brings over 5,500 advisors with more than 60,000 end investors and $25B in AUM. The union of our businesses will massively extend our scale and capabilities as we collectively manage $44 billion in assets, providing more than 10,000 active investment advisor representatives with access to investment strategies from seasoned, in-house portfolio managers, as well as vetted third party strategist partners. With Orion’s technology currently supporting 2,100 firms representing $1.3 trillion in assets under administration, the number of accounts serviced by the newly combined firm will exceed 3.9 million across tech and TAMP.


See how Orion and Brinker Capital will bring their companies together to better serve their collective clients and ultimately shape the future of the wealth management industry.

Hear from Eric & Brinker’s CEO

Watch Orion’s CEO, Eric Clarke and Brinker Capital’s CEO, Noreen Beaman as they discuss how we’ll be bringing our companies together to better serve our collective clients and ultimately shape the future of the wealth management industry.

Orion + Brinker Capital

See how Brinker Capital’s approach to investment management aligns closely with Orion’s vision to better enable the advisor-client relationship.

Bring Our Business Together

Find out why expanding our current asset management offering was necessary for delivering even more flexible and comprehensive investment management options.

Our Future Vision

Learn how Orion plans to further elevate the functionality of, and the connectivity between, the tools advisors rely on every day through our tech-enabled fiduciary framework.

Want More Information?

Check out the resources below for more information on what the merger means for you, your firm and your clients!

Announcement Press


Deal Close Press


Frequently Asked




Fuse Show


Investment News


Orion + Brinker In the News

Media Mention
June 29, 2020 | ThinkAdvisor
Media Mention

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