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Orion Elite 
Advisor Network

Engage. Elevate. Excel.

Connect, Collaborate, and Thrive

Join Your Wealth-Tech Community

The Orion Elite Advisor Network is an elite advisor community designed to empower top-performing Orion Portfolio Solutions and Brinker Capital advisors with exclusive resources, personalized support, and premier technology — all to help you thrive in today’s competitive landscape.

Exclusive Benefits

Elevate Your Business

Connect

Connect with like-minded advisors who share your challenges, aspirations, and growth mindset.

Peer groups are the avenue that gives owners the

confidence & clarity

to do what they know they need to do.

– Michael Kitces¹

Your Advisor Benefits

Learn More

Watch Our Webinar

Watch Tom McCarthy, EVP of Wealth Management Sales, and Erik Hardin, SVP of National External Sales, as they walk through the Elite Advisor Network.

You’ll learn how this program can provide your firm with differentiated service, VIP access to industry events, and the tools you need to stay ahead in today’s competitive landscape. Don’t miss this opportunity to discover how you can qualify and maximize your benefits.

How to Qualify

The Orion Elite Advisor Network is available exclusively to Orion Wealth Management — specifically Orion Portfolio Solutions and Brinker Capital Investments platform users — managing a minimum of $10M in total assets under management (AUM) on the Orion and Brinker platforms.

In addition, qualifying advisors must engage in three of five qualifying activities throughout a calendar year to qualify for the program.

Tier Levels

What You Get

Full Program Benefits

Qualified advisors will receive tiered levels of service, support and benefits.

*Access to Redtail Growth Plan features will be subject to Redtail’s terms and conditions and possible broker-dealer restrictions. Benefits related to Redtail CRM are only available to advisors being billed directly by Orion, not through their broker-dealer.
 

Premier

Plus

Pro

Core

Invitation to Orion Ascentcheckmarkcheckmarkcheckmarkcheckmark
Complimentary registration to Orion Ascentcheckmarkcheckmark  
Complimentary hotel and airfare to Orion Ascentcheckmarkcheckmark  
50% off registration to Orion Ascent  checkmark 
25% off registration to Orion Ascent   checkmark
Private meet and greets with Orion Leadership at Ascentcheckmark   
Pre-conference session with CEO at Orion Ascentcheckmarkcheckmarkcheckmarkcheckmark
Access to Elite Advisor lounge at Orion Ascentcheckmarkcheckmarkcheckmarkcheckmark
Invitation to Elite Advisor event at Orion Ascentcheckmarkcheckmarkcheckmarkcheckmark
Invitation to Wealth Management Elite Conferencecheckmarkcheckmark  
Complimentary hotel and airfare to Wealth Management Elite Conferencecheckmarkcheckmark  
Complimentary registration to Redtail University (RTU)checkmarkcheckmarkcheckmark 
50% off registration to Redtail University (RTU)   checkmark
Complimentary airfare for 1 team member (if needed) to RTUcheckmarkcheckmark  
Complimentary hotel for 1 team member to RTUcheckmarkcheckmarkcheckmark 
Dedicated service repcheckmarkcheckmarkcheckmark 
60-day onboarding specialists for new team members that join the firmcheckmarkcheckmarkcheckmarkcheckmark
White-glove onboarding for new clientscheckmarkcheckmarkcheckmarkcheckmark
Complimentary access to Orion Risk Intelligence*checkmarkcheckmarkcheckmarkcheckmark
Complimentary access to a Redtail Growth database for you and your staff (Premium CRM + Redtail Imaging and Redtail Speak)*checkmarkcheckmark  
50% discount on a Redtail Growth database for you and your staff (Premium CRM + Redtail Imaging and Redtail Speak)*  checkmarkcheckmark
Early access to technology consultation appointment sign-up at Orion Ascent and Wealth Management Elite Conferencecheckmark   
Annual on-site, one-day technology consultation with your team and Orion SMEscheckmark   
Annual virtual technology consultation with your team and Orion SMEs checkmarkcheckmarkcheckmark
Preview of Orion Wealth Management Development Roadmapcheckmarkcheckmarkcheckmarkcheckmark
Technology roadmap Q&A sessions with Orion leadershipcheckmarkcheckmarkcheckmarkcheckmark
Opportunity to provide feedback on technology roadmap featurescheckmarkcheckmark  
Opportunity to provide feedback on prioritization of technology featurescheckmark   
Potential opportunity to join Advisor Councilcheckmarkcheckmark  
Orion Advisor Academy free CE creditscheckmarkcheckmarkcheckmarkcheckmark
Elite Advisor Network Brochure
Downloadable Resource

Get the Brochure

Ready to explore more about joining the Elite Advisor Network? Download our brochure to peruse all of your potential benefits, including differentiated service, VIP access to industry events, and the tools you need to stay ahead in today’s competitive landscape.

Download Now
Your Questions, Answered

Frequently Asked Questions

Join the Elite. 
Elevate Your Success.

Unlock exclusive resources, expert insights, and tailored support — empowering you to achieve more with Orion.

Contact Your Team

 

 

¹Source: CEO Peer Groups: A Strategy For Financial Advisors To Build Trust With And Attract Business Owner Clients, Kitces.com, 2024.

Participation in the Elite Advisor Network is subject to Broker Dealer/RIA approval. The benefits you actually receive may vary depending on your Broker Dealer/RIA affiliation.

The Elite Advisor Network program (the "Program") is offered by Orion Portfolio Solutions, LLC ("OPS"), an Orion Company, a registered investment advisor. Participation in the Program is voluntary and is limited to representatives of firms who have agreed to the terms of the Program. Qualifying advisors in the Program receive noncash benefits from OPS based generally on two factors: 1) the amount of client assets the qualifying advisor maintains on the Orion Portfolio Solutions or Brinker Capital Investments platforms and 2) Participation by the qualifying advisor in "qualifying factors" including attending marketing events hosted or sponsored by OPS. Assets on other platforms do not qualify (e.g., OCIO assets and assets in Brinker strategies on 3rd party platforms). Benefits that advisors receive through the OPS Program vary by tier and may include, but are not limited to: enhanced training and operational support for the advisor and his or her staff, marketing support, increased discounts on value-added technology services, expense reimbursement for travel to and attendance at approved OPS events, and access to other approved OPS sponsored functions. Benefits and terms of the Program are subject to change at Orion's discretion.

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.