Night Sky Shooting Star

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.

Exclusive Benefits

Elevate Your Business

Connect

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

Customize

Access personalized services designed to meet your evolving business and client needs.

Grow

Leverage powerful resources and insights to accelerate your growth and streamline operations.

Excel

Enjoy exclusive benefits and dedicated support reserved for our most engaged advisors.

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

Your Advisor Benefits

Next-Level Networking

Exclusive access to events.

Build Connections at Orion Ascent

Exclusive Access

Early and exclusive access to data, insights and product roadmaps.

Advisor Portal

Premier Support

Differentiated service and support.

Technology Consulting

Differentiated access to technology consulting.

Get a Personalized Consultation at Orion Ascent

Complimentary Technology

Access to additional Orion technology 
(such as Orion Risk Intelligence and Redtail CRM).

Redtail CRM Workflows

Growth Opportunities

Development opportunities for 
advisors and office staff.

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.

Additional Details

Engagement Qualifications

Qualifying activities include:

Additional Details

Bi-Annual Reviews

Orion will reassess Elite Advisor Network Program status qualification twice per year — December 31 and June 30. Advisors who qualify for the next status level will be notified and will become eligible to access their upgraded benefits the following month, with eligibility for the following full calendar year, plus the remainder of the year in which they earned upgraded status.

Additional Details

Change in Status

Advisors who no longer meet the AUM status level and/or engagement requirements on December 31 will be notified.

Additional Details

Grace Period

Advisors who fall below the AUM status level and/or engagement requirements will be granted a grace period of up to six months to meet the qualification criteria. Orion will reassess AUM status levels and engagement requirements on June 30 of that calendar year.

Additional Details

Requalification

Advisors who successfully meet the Elite Advisor Network Program AUM status level requirements and engagement activities within the grace period will retain their status and continue to receive benefits for the program year.

Advisors who do not meet AUM status levels and engagement requirements at the end of the grace period will be downgraded to the appropriate status level or lose program status and associated benefits. Representatives can requalify for the Elite Advisor Network Program if they meet the minimum $10M in AUM threshold on December 31 and engage in three development activities throughout the program year (January 1 – December 31).

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.

Additional Details

Engagement Qualifications

Qualifying activities include:

Additional Details

Bi-Annual Reviews

Orion will reassess Elite Advisor Network Program status qualification twice per year — December 31 and June 30. Advisors who qualify for the next status level will be notified and will become eligible to access their upgraded benefits the following month, with eligibility for the following full calendar year, plus the remainder of the year in which they earned upgraded status.

Additional Details

Change in Status

Advisors who no longer meet the AUM status level and/or engagement requirements on December 31 will be notified.

Additional Details

Grace Period

Advisors who fall below the AUM status level and/or engagement requirements will be granted a grace period of up to six months to meet the qualification criteria. Orion will reassess AUM status levels and engagement requirements on June 30 of that calendar year.

Additional Details

Requalification

Advisors who successfully meet the Elite Advisor Network Program AUM status level requirements and engagement activities within the grace period will retain their status and continue to receive benefits for the program year.

Advisors who do not meet AUM status levels and engagement requirements at the end of the grace period will be downgraded to the appropriate status level or lose program status and associated benefits. Representatives can requalify for the Elite Advisor Network Program if they meet the minimum $10M in AUM threshold on December 31 and engage in three development activities throughout the program year (January 1 – December 31).

Tier Levels

Premier Tier

$100M+ of AUM on the Orion Portfolio Solutions and/or Brinker Capital platform(s):

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 benefit from personalized strategies and high-touch support to stay ahead of the competition.

To maintain eligibility, Advisors must complete any three qualifying activities each calendar year. Activities may be combined across categories or repeated within the same category—for example, attending Ascent and completing two webinars would satisfy the requirement.

Qualifying Activities:

Plus Tier

$50M-$99M of AUM on the Orion Portfolio Solutions and/or Brinker Capital platform(s):

As part of the Plus tier, advisors enjoy elevated services, priority access to exclusive events, and deeper strategic support. This level provides enhanced consulting, early insights into product roadmaps, and access to top-tier networking opportunities to drive long-term growth.

To maintain eligibility, Advisors must complete any three qualifying activities each calendar year. Activities may be combined across categories or repeated within the same category—for example, attending Ascent and completing two webinars would satisfy the requirement.

Qualifying Activities:

 

Pro Tier

$25M-$49M of AUM on the Orion Portfolio Solutions and/or Brinker Capital platform(s):

The Pro tier offers enhanced benefits and personalized support to help advisors scale their business with confidence. Advisors receive differentiated service, access to technology like Redtail CRM and Orion Risk Intelligence, and opportunities for deeper engagement with Orion’s leadership team.

To maintain eligibility, Advisors must complete any three qualifying activities each calendar year. Activities may be combined across categories or repeated within the same category—for example, attending Ascent and completing two webinars would satisfy the requirement.

Qualifying Activities:

 

Core Tier

$10M-$24M of AUM on the Orion Portfolio Solutions and/or Brinker Capital platform(s):

The Core tier offers enhanced benefits and personalized support to help advisors scale their business with confidence. Advisors receive differentiated service, access to technology like Redtail CRM and Orion Risk Intelligence, and opportunities for deeper engagement with Orion’s leadership team.

To maintain eligibility, Advisors must complete any three qualifying activities each calendar year. Activities may be combined across categories or repeated within the same category—for example, attending Ascent and completing two webinars would satisfy the requirement.

Qualifying Activities:

 

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.