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Orion’s New Client Portal Runs a Critical Thread of Connectivity Through the Entire Advisor-Client Journey

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Four pillars of inspiration for stronger client relationships

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Orion Advisor Solutions and Brinker Capital to Merge With Support From Genstar Capital and TA Associates, Positioning the Combined Firm as a WealthTech Powerhouse

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Orion and Brinker Capital to Form $40 Billion Firm

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Brinker Finds a Buyer Despite Covid-19, Set to Merge With Orion Advisor Solutions

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Orion merges with Brinker Capital to form $40 billion TAMP

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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.

1073-OAS-4/17/2023

Recommended

Scale at Every Size: The Benefits of Most-in-One Technology

2025 Wealthtech and Investor Surveys

Choosing Technology That Supports Your Business Model and Investment Philosophy

Recommended

How to Win in the High-Net-Worth Marketplace

Deliver Personalization at Scale with Direct Indexing

Turn Outsourcing into a Competitive Advantage

Recommended

Whatever Your Why: Rob Beck

Whatever Your Why: Blake Street

Whatever Your Why: Todd Nuttall

Recommended

2026 State of the Advisor Report

2026 Wealthtech Outlook

Key Resources for Managing Market Volatility

Orion Resources

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