Orion delivered strong results in the 2026 T3 Advisor Technology Survey, earning #1 market share in All‑In‑One Software, CRM, and Portfolio Management / Reporting. These top placements underscore the continued trust advisory firms place in Orion’s technology to power both their client experience and operational efficiency.
The survey also shows Orion leading position across the broader wealthtech landscape, ranking in the top‑three for market share in 11 categories and among the top‑three most‑considered platforms in 12 categories. This breadth reflects the growing number of firms turning to Orion as a unified partner for technology, data, and investment solutions.
Orion clients reported nearly 40% higher 2025 organic asset growth than non-Orion firms1 — a powerful signal that its connected, flexible wealthtech ecosystem is helping advisors grow faster and scale more effectively. Its unified, flexible ecosystem allows firms of every size and business model to work with Orion in the way that best supports their growth. Orion’s record 2025 underscores that momentum, with more than $5.8 trillion in assets under administration, over $133 billion in wealth management platform assets, and support for more than 8 million technology accounts across thousands of independent advisory firms.
All results from the 2026 T3 Advisor Technology Survey can be viewed here: https://t3technologyhub.com/live-from-t3-key-wealthtech-and-ai-findings-from-the-2026-t3-inside-information-software-survey/.
1Source: 2026 Orion Wealthtech Survey, Orion portfolio accounting clients grew organically (excluding market movements and M&A activity) an average of 3.2 percentage points faster than non-Orion clients in 2025 (11.5% vs. 8.3%), which equals a 39% higher growth rate. Sample size: 200 Orion clients, 248 non-Orion clients.
Wealth Management Platform Assets include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC ("OPS") and TownSquare Capital, LLC ("TSC") on their proprietary platforms, assets in proprietary and third-party models made available through the Orion Investment Portal, and assets in OPS's proprietary models managed on third-party platforms.
