Whether you’re an established RIA looking to merge with another like-minded firm to gain scale, or you’re an individual advisor or breakaway broker looking to join an existing firm, the Orion Network can help connect firms and facilitate introductions.
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Grow with the
Whether you're looking to join an existing practice or start your own, we can help you find your perfect match and connect with some of the best and brightest in the industry.
Find Your Perfect Match
Access to 20+ elite advisor partners looking for a firm or advisor like you.
Keep Your Branding
No need to lose your independence because you opt for more support.
Maximize the Value of Your RIA
Navigate your advisor transition successfully through the Orion Network.
Join Forces with Like-Minded Firms
Gain career tips and advice for fast growth.
Watch the Webinar
A New Network for Transitioning Advisors
Advisors who are thinking about breaking away or transitioning have big emotional and financial decisions ahead of them. To aid these big decisions and help advisors, we have created the Orion Network, an online community of elite advisors and digital marketplace to connect advisors and independent RIA firms exploring M&A opportunities.
Watch the webinar to hear from two members of our network, Mariner Wealth Advisors and The Financial Services Network, who are recruiting new advisors. Brian Leitner and Tom Croxton will engage in a Q&A session with Orion’s Josh Benson covering topics on the key to success for transitioning advisors, what advisors should consider as they weigh the decision of tucking under another firm, and more information on their perspective of the industry today and moving forward.