Advisors

A Wealth Platform Built for How You Work

Get support to grow your wealth offering — while keeping your clients, custodian, and independence.

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Your Wealth Offering, Supported

Grow Your Way

You’ve built trusted client relationships — growing your wealth offering shouldn’t mean starting over or giving up control. 

Through the relationship with Farmers Asset Management, LLC (FAM) and Orion, get access to a platform, investment options, and operational support to help you serve clients and grow your wealth business your way.

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A Platform That Fits How You Work

Bring proposals, account setup, servicing, and reporting into a single, streamlined experience — without changing how you manage client relationships.

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Flexible Investment Options

Access a broad range of investment options and portfolio solutions, with the flexibility to build strategies that align with your clients’ needs and your approach to advice.

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Support That Grows with You

From onboarding and training to ongoing education and support, get access to dedicated resources designed to help you build momentum for your business.

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Grow Your Way

Less Complexity. More Confidence.

A flexible wealth platform and support model designed to help you grow — without adding unnecessary complexity.

Join the Live Webinar

Eager to see it in action? Join our exclusive live webinar to see how we simplify investment workflows, support flexible portfolios, and help you do more for clients.

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One Platform. Valuable Resources.

Explore the resources and features available to you in Advisor Portal — designed to support how you work.

Advisor
Strategy Access

A Smarter Way to Build Portfolios

Build portfolios that align with your clients’ needs, backed by vetted strategies and research designed to support confident decision-making.

Build Custom Portfolios

Create portfolios tailored to your clients’ goals, risk profiles, and preferences — without being locked into a single approach.

Curated Strategy Access

Choose from 700+ vetted and curated strategies across asset classes and styles, backed by institutional research.

Research You Can Trust

Lean on in-depth manager due diligence and selection research to build with confidence.

Designed to Stay Simple

Manage multiple strategies within a single, streamlined portfolio structure — making it easier to oversee accounts, monitor performance, and explain to clients.

Flexible Investment Options

Strategies You Can Use

  • BlackRock Logo
  • 3Edge
  • Goldman Sachs
  • Capital Group
  • Charles Schwab
  • Vanguard
  • Ocean Park Investments
  • Fidelity Investments
  • Dimensional
  • Engine No. 1
  • Main Management, LLC
  • Meeder
  • Northern Trust
  • Clark Capital Management Group
  • Buckingham Strategic Partners
  • Wilshire
  • PIMCO
  • Toews Asset Management
  • Janus Henderson
  • Potomac

Build the Future of Your Business

From proposals to portfolios, we’re here to help you get started, scale faster, and deliver more. Get a consult today to get started.

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Advisor
Support and Training

Real Support. Real People.

Orion isn't just a platform — it's a support system built around how you work.

Through the relationship with Farmers Asset Management, LLC and Orion, you’ll have access to hands-on support designed to help you get up and running quickly, streamline workflows, and confidently expand your wealth offering — including:

  • 1:1 Training: Get a personalized walkthrough for you and your team.
  • Ongoing Consults: Get hands-on support for proposals, workflows, platform resources, and more.
  • Onboarding Made Easy: We’ll help you get started with confidence.

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Territory Team Map

Find Your Team

Click on a region or select from the dropdown to find your Orion team for questions and support.

Onboarding Guide

Make your transition simple and successful with step-by-step instructions, dedicated team support, and a clear roadmap from onboarding to servicing.

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Investment Due Diligence

A dedicated Investment Due Diligence team applies a rigorous, institutional research process to evaluate and monitor investment strategies — helping you make informed, confident investment decisions.

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Orion Advisor Academy

Grow your business and earn CE credit with free, on-demand practice management courses from Orion.

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Key Resources

Resources to Help You Dive In

From building portfolios to understanding platform features, these quick resources help you hit the ground running.

Your Questions, Answered

Frequently Asked Questions

What is the relationship of Orion and Farmers?

Orion is a turnkey platform offering designed to help advisors build, manage, and scale a wealth business while maintaining control over their client relationships. Through the relationship with Orion and FAM, advisors gain access to Orion’s technology, investment options, and operational support — all designed to work alongside how they do business today.

What strategies and investment options are available?

Advisors have access to a broad range of investment options, including model-based strategies, custom portfolio construction, and flexible UMA structures. These options are designed to support a variety of client goals, risk profiles, and portfolio needs.

What kind of due diligence is done on investment strategies?

Investment strategies available through Orion undergo a robust due diligence process led by Orion’s Investment Strategy team. This includes quantitative analysis, qualitative review, and ongoing monitoring to help ensure strategies align with stated objectives, risk considerations, and long-term consistency standards.

Will I receive help getting started or moving business?

Yes. Advisors have access to onboarding and transition support designed to help simplify setup, workflows, and early use of the platform. Ongoing support is also available as your wealth business grows.

What custodians are available?

Orion supports leading custodians, including Fidelity® and Schwab®, helping advisors to maintain existing custodial relationships. Custodian availability may vary based on account type and structure.

What technology is included?

o    Advisors gain access to Orion’s Advisor Portal, which supports proposals, portfolio construction, account setup, reporting, and ongoing portfolio oversight — all within a single, integrated platform. You’ll also get integrated access to more of Orion’s powerful resources, including a white-labeled Client Portal, Redtail CRM, Orion Planning, and Orion Risk Intelligence.

Where can I get more information or help?

Reach out to your Orion team for a consult, or find your territory-based team on our interactive sales map.

We're Ready. Are You?

We're built to support how you work — and our team is ready to help you take the next step. Contact us today to get started.

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This website is intended for investment professionals only. It is not intended for use by private investors. 
Wealth management services provided by Orion Portfolio Solutions, LLC (“OPS”), a registered investment advisor. Orion OCIO services provided by TownSquare Capital, LLC (“TSC”), a registered investment advisor. OPS and TSC are affiliates and wholly owned subsidiaries of Orion Advisor Solutions, Inc.