Solutions

Match the Depth to Your Firm

Orion Wealth Management runs the full spectrum — from advisor-managed open architecture to fully-outsourced turnkey. Pick the level of support that fits your firm. Move between tiers as you grow.

 

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Open Architecture

Advisor-Managed

Keep investment management in-house — with à-la-carte support when you need it.

Investment Portal Trade Desk Cash and Credit

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Guided Partnership

Partially Outsourced

Hand off the investment work that's slowing your firm down — keep ownership of the rest.

OCIO Custom Indexing Strategists Tailored Allocation Portfolios

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Turnkey

Fully Outsourced

Outsource end-to-end so your firm can focus on relationships and growth.

TAMP Wealth Advisory Proprietary Investments

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All Solutions

Your Firm. Your Philosophy. Our Support.

Open Architecture

Advisor-Managed

3 solutions

For firms that want to keep investment management in-house and pull in Orion services à la carte. Open architecture, no commitment to a managed framework.

Investment Portal

Open access to leading third-party strategists and investment models.

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Trade Desk

A team of experienced specialists to streamline trade operations.

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Cash & Credit

Lending solutions and cash management for HNW clients.

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Guided Partnership

Partially Outsourced

4 solutions

For firms that want institutional support without surrendering autonomy. Orion handles investment expertise, portfolio construction, and operational support — the advisor keeps the client relationship and overall planning.

OCIO

Outsource investment management to a team of experts — provided by TownSquare Capital.

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Custom Indexing

Tax-efficient, security-level personalization at scale.

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Strategists

Curated investment model marketplace and third-party strategists.

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Tailored Allocation Portfolios

Strategist-managed allocation models — tax-smart, with no added fee.

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Turnkey

Fully Outsourced

3 solutions

For firms that want to scale without managing investment delivery. Orion runs investments, trading, billing, account opening, and reporting end-to-end.

TAMP Open Architecture

Turnkey platform for growth from Orion Portfolio Solutions.

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Wealth Advisory

Full HNW practice support — Orion runs the investment, client-experience, and operational layers.

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Proprietary Investments

Brinker's actively-managed multi-asset portfolios and Destinations Funds — institutional-grade, fully outsourced.

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By the Numbers

Built on a Track Record Advisors Trust

Top 3
Best TAMP TechnologyAmerica's Best TAMPs 20261
62.1%
Average OCIO client growthSince partnering with Orion5
#1
CRM market shareT3/Inside Information, 20262
46 hrs
Saved per HNW account / yearWith Orion Custom Indexing3
#1 in BeFi
Only firm with embedded behavioral financeAcross the full suite3
6.18%
NIGO rateWell below industry averages4

 

 

I probably had about $15 million in assets and within 18 months I had $150 million in assets. The OCIO business… the confidence in knowing my clients were in the right places just made my business go crazy.

Morgan LeMaitre
Park City Wealth Advisors

Our Investment Philosophy

Empowering Financial Advisors and Investors

We empower financial advisors with customizable investment solutions that help investors pursue and achieve their long-term goals. Our core investment principles guide what we do every day.

Portfolio Construction

Keep Investors Invested

We believe to build wealth, capital must be invested — and stay that way.

Institutional Due Diligence

Deep, curated due diligence helps build confident portfolios.

Multi-Asset Class Approach

Build portfolios by risk-managing a blend of assets to enhance performance.

Safeguard for Tomorrow

Align investors’ needs with their goals with robust due diligence, risk management, and behavioral finance.

From Complexity to Clarity

Partnering with Orion transforms how advisors manage portfolios, operations, and client relationships — freeing you to focus on what matters most.

Simplify Your Operations

Orion's institutional-grade operations team handles reconciliation, billing, and oversight — so your firm runs with the back office it needs without building one internally.

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Financial decision making

Strengthen Your Investment Strategy

Manage portfolios directly. Delegate oversight. Or blend both. Orion gives advisors institutional investment discipline, scaled to how the firm actually operates.

Focus on Your Clients

Less time reconciling. More time advising. With operations and investment management handled, your team's day shifts back to where it adds the most value — the client.

Financial decision making
Advisor Portal

Run the Entire Book from a Single Dashboard

Orion Advisor Portal gives advisors a real-time view of every client, model, and account — without switching tools. Click any feature to see what advisors get.

 

Orion Advisor Portal dashboard with AUM summary, model exposure, client distribution, and allocation widgets
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Advisor AUM Summary

Total advisor AUM with performance trend. See how the book is moving day-to-day, plus Managed vs. Unmanaged at a glance.

  • Market value with daily change
  • Managed vs. Unmanaged split
  • Time-series across date ranges
2

Model Summary

Every model your clients are invested in, ranked by AUM and account count. Spot concentration or drill into a model.

  • Ranked by market value
  • Color-coded for fast scanning
  • Drill into any model
3

AUM by Client

Households ranked by AUM and allocation. Surface your largest relationships and group for outreach.

  • Household-level rollup
  • Allocation % per client
  • Sort and group for outreach
4

Recent Transactions

Total transaction value across the book in real time. Filter by account, model, or date to audit activity.

  • Firm-wide transaction value
  • Filter by client, model, custodian
  • Full history with audit trail
5

Asset Category Allocation

Aggregate allocation by asset category across all client accounts. Identify risk concentration and rebalancing opportunities.

  • Firm-wide category breakdown
  • Drill-down to client-level detail
  • Drift detection vs. target
6

Asset Class Allocation

Granular asset-class detail — equity, fixed income, alternatives, cash. Drill in for underlying positions.

  • Equity, fixed income, alts, cash
  • Compare against household targets
  • Concentration limit flags

Who We Serve

Advisors

Advisors

Broker Dealer

Broker Dealers

Financial Planners

Investors

Banks

Enterprise

Advisor
Hands-On and Here for You

Robust Support at Every Step

There’s a reason we lead the industry with a 95% client retention rate and a NIGO rate of less than 6.18%.³ Partner with a team of investment professionals to help design, implement, and manage customized solutions for each investor.

Our support is designed to help make growing your advisory business easier — including providing a seamless onboarding experience, guidance to help you find the right investment options, the technology to streamline your tedious administrative tasks, and a dedicated, experienced team to solve your daily challenges. Grow better with the support you need to succeed.

Get Support

Focus On Clients.
We’ll Handle the Rest.

Contact us to see how you can start spending more time with clients, streamline investment management, and gain operational efficiency.

Get a Consult

Frequently Asked Questions

What is Orion Wealth Management?

Orion Wealth Management is the investment management division of Orion. It runs the spectrum from advisor-managed open architecture to fully-outsourced turnkey — including TAMP, OCIO, Custom Indexing, proprietary investments, Wealth Advisory, and Cash and Credit. Services are provided by Orion Portfolio Solutions and TownSquare Capital, both SEC-registered investment advisors.

What is the difference between OCIO and TAMP?

Orion OCIO (Outsourced Chief Investment Officer) is partially outsourced — Orion provides portfolio construction, manager research, and trade execution support while the advisor retains the client relationship and overall planning. TAMP (Turnkey Asset Management Platform) is fully outsourced — Orion runs investment management and operations end-to-end, accessed through Orion Portfolio Solutions. Orion OCIO is for firms that want investment expertise on-demand; TAMP services are for firms that want investment management entirely off their plate.

What is Orion Custom Indexing?

Custom Indexing on Orion lets advisors build personalized, tax-aware portfolios at scale. Clients hold the underlying securities directly, which enables tax-loss harvesting, tax transitioning, and values-based customization (ESG, security exclusions, factor tilts). The service is offered through Orion Portfolio Solutions.

What is Brinker Capital Investments?

Brinker Capital Investments is Orion's proprietary investment manager. Brinker delivers diversified portfolios designed to help advisors stay invested across market cycles, including the Destinations Funds suite. 

Who is Orion Wealth Management for?

Independent advisors, RIAs, broker-dealers, banks and trust companies, and enterprise wealth practices. Orion Wealth Management serves firms anywhere on the engagement-model spectrum — from those that want to keep investment management entirely in-house and pull in Orion services à la carte, through those that want guided support, to those that want to outsource investment management and operations entirely.

How does Orion Wealth Management work with Orion Advisor Technology?

The two divisions integrate. Firms using Orion Advisor Technology can layer Wealth Management services (OCIO, TAMP, Custom Indexing) into their existing tech stack — investment data flows through the same Denali Data Layer that powers the rest of the platform, and proposals, reporting, and trading run from the same Advisor Portal.

Can I use Orion Wealth Management without using Orion Advisor Technology?

Yes. Wealth Management services (OCIO, TAMP, Custom Indexing, proprietary strategies) can be used by advisors who run their tech stack on other platforms. Firms that use both divisions get the deepest integration — but neither side is a prerequisite for the other.

Which Orion Wealth Management engagement model fits my firm?

Orion Wealth Management serves firms across three engagement models. Advisor-Managed is for firms that want to keep investment management in-house and pull in Orion services à la carte (Investment Portal, Trade Desk, Cash and Credit). Partially Outsourced is for firms that want institutional support without full outsourcing (OCIO, Custom Indexing, Strategists). Fully Outsourced is for firms that want turnkey investment management end-to-end (TAMP). Firms can engage at any tier and move between tiers as their needs evolve.

1Source: 2026 America’s Best TAMPs – Best Technology, WealthAdvisor, 2026.
2Source: T3/Inside Information Advisor Software Survey, 2026. Orion holds the #1 market share for CRM, Portfolio Management/Reporting Tools, and All-In-One Software. Orion also ranks in the Top 3 for Trading and Rebalancing, TAMP, and Risk Intelligence.
3Source: Proprietary Orion data, as of 7/28/2023.
4Source: Proprietary Orion data, as of 4/1/2025. The Not In Good Order (NIGO) rate indicates the percentage of submitted client paperwork that contain errors, omissions, or other issues that prevent them from being processed efficiently or correctly.
5Source: Firm weighted average growth, Q2 2018 to Q1 2025. Data as of March 2025.

Each TAMP (“Provider”) included in America’s Best TAMPs 2026 is based on the results presented of an independent survey of all Wealth Advisor subscribers. The methodology used for this independent survey of The Wealth Advisor’s registered subscribers was deployed in December 2025. The survey uncovered advisor familiarity and overall satisfaction covering three categories set forth for the TAMP solution providers tracked. Additional survey results will be published in updates to the 2026 edition of America's Best TAMPs. Each TAMP provider paid the same sponsorship fee to be listed in America’s Best TAMP’s. Sponsorship fee has no tie-in or connection to survey results. The fee entitles providers to also receive marketing services from The Wealth Advisor. Providers have no affiliation with The Wealth Advisor.

Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.

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.

Orion Portfolio Solutions, LLC d/b/a Brinker Capital Investments a registered investment advisor.

Orion Portfolio Solutions, LLC is the investment advisor to the Brinker Capital Destinations Mutual Funds.

Tailored Allocation Portfolios are offered by Orion Portfolio Solutions, LLC, a registered investment advisor. The unaffiliated Strategists whose mutual funds or ETFs are utilized within the Tailored Allocation Portfolios pay us a fee in exchange for inclusion in the Tailored Allocation Portfolios program.

Orion Cash and Credit offers third-party financial advisors who utilize the Orion Portfolio Solutions, LLC (“OPS”) and Brinker Capital Investments (“BCI”) platforms access to an array of banking and lending solutions and related services (collectively, the “Financial Products”). These services are offered to financial advisors by Uptiq, Inc. (“Uptiq”) through an integration with the platform of Orion Advisor Technology, LLC (“Orion Tech”). OPS and Orion Tech are affiliated through their parent company Orion Advisor Solutions, Inc. (“Orion”).

Financial advisors are responsible for the identification and selection of providers and corresponding Financial Products desired by their client(s). Please see OPS Form ADV for a listing of Financial Products and further details on Orion Cash and Credit.

This information is prepared for general information only. It does not have regard to the specific investment objectives, financial situation, and the particular needs of any specific person. This material does not constitute any representation as to the suitability or appropriateness of any security, financial product or instrument. There is no guarantee that investment in any program or strategy discussed herein will be profitable or will not incur loss. Investors should seek financial advice regarding the appropriateness of investing in any security or investment strategy discussed or recommended and should understand that statements regarding future prospects may not be realized. Investors should note that security values may fluctuate and that each security's price or value may rise or fall. Accordingly, investors may receive back less than originally invested. Past performance is not a guide to future performance. Individual client accounts may vary.

The Destinations Funds are distributed by Foreside Fund Services, LLC. An investment in the Funds are subject to risks, and investors could lose money on their investment. Outcomes depend on the skill of the sub-advisers and adviser and the allocation of assets amongst them, as well as market fluctuations and industry/ economic trends, etc. There can be no assurance that the Funds will achieve their investment objectives. Investors should consider the investment objectives, risks, charges and expenses carefully before investing. For a prospectus with this and other information about the Funds, please call 877-771-7979. Read the prospectus carefully before investing.

Orion has not compensated Morgan Lemaitre from Park City Wealth Advisors specifically or directly for this testimonial but they could from time to time receive gifts or entertainment as part of our normal business relationship or their firm may participate in marketing or administration support agreements with Orion. None of these occurrences are in place in order to compensate Morgan Lemaitre for the supplied statements.