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Orion Elite 
Advisor Network

Engage. Elevate. Excel.

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Join Your Wealth-Tech Community

Premier Tier

The Premier tier is the pinnacle of the Elite Advisor Network, offering unparalleled access to Orion’s most valuable resources, including white-glove service, VIP event invitations, and dedicated consulting to optimize every aspect of your practice. Advisors at this level manage $100m+ of AUM on the Orion Portfolio Solutions and/or Brinker Capital platform(s) and benefit from personalized strategies and high-touch support to stay ahead of the competition.

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

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.

What You Get

Your Premier 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

Invitation to Ascent 2026checkmark
Complimentary registration to Ascent 2026checkmark
Complimentary hotel and airfare to Ascent 2026checkmark
50% off registration to Ascent 2026 
25% off registration to Ascent 2026 
Private meet and greets with Orion Leadership at Ascent 2026checkmark
Pre-conference session with CEO at Ascent 2026checkmark
Access to Elite Advisor lounge at Ascent 2026checkmark
Invitation to Elite Advisor event at Ascent 2026checkmark
Invitation to Wealth Management Elite Conference 2025checkmark
Complimentary hotel and airfare to Wealth Management Elite Conference 2025checkmark
Invitation to Redtail University (RTU)checkmark
Complimentary airfare for 1 team member (if needed) to RTUcheckmark
Complimentary hotel for 1 team member to RTUcheckmark
Dedicated service repcheckmark
60-day onboarding specialists for new team members that join the firmcheckmark
White-glove onboarding for new clientscheckmark
Complimentary access to Orion Risk Intelligence*checkmark
Complimentary access to Redtail Growth – Premium CRM + Redtail Imaging and Redtail Speak*checkmark
Complimentary access to Redtail Launch – Basic CRM* 
Early access to technology consultation appointment sign-up at 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 
Preview of Orion Wealth Management Development Roadmapcheckmark
Technology roadmap Q&A sessions with Orion leadershipcheckmark
Opportunity to provide feedback on technology roadmap featurescheckmark
Opportunity to provide feedback on prioritization of technology featurescheckmark
Potential opportunity to join Advisor Councilcheckmark
Orion Advisor Academy free CE creditscheckmark
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.