ORION PORTFOLIO SOLUTIONS, LLC
Latest filing: Mar 31, 2025 (73 days ago)
AUM
$57,658,151,186
7% change vs. 1 year ago
37% change vs. 3 years ago
509% change vs. 5 years ago
661% change vs. 10 years ago
Employee Count
350
-13% change vs. 1 year ago
415% change vs. 3 years ago
3400% change vs. 5 years ago
272% change vs. 10 years ago
Main Office
OMAHA, NE
17605 WRIGHT ST, OMAHA, NE, UNITED STATES, 68130
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $50.7 |
| Non-Discretionary | $7.0 |
| Total | $57.7 |
| Client | AUM |
|---|---|
| Retail | $42.5 |
| Pooled | $3.2 |
| Institutional | $11.9 |
| Total | $57.7 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 179,063 | $24.9 |
| Average Individual AUM | $139,175 | |
| HNW | 7,180 | $17.6 |
| Average HNW AUM | $2,452,838 | |
| Retail Total | 186,243 | $42.5 |
| Average Retail AUM | $228,371 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | WILMINGTON-DE-USA | $22.3 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $19.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $54.4 |
| Retail SMA AUM | $42.5 |
| Institutional SMA AUM | $11.9 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 18% | $9.8 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 5% | $2.7 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 71% | $38.7 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $2.2 |
| Other | 2% | $1.1 |
| Total | 100% | $54.4 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TOWNSQUARE CAPITAL, LLC | $15.0 | 288576 | |
| BRINKER CAPITAL SECURITIES, LLC | $0.0 | broker-dealer | 38123 |
| CONSTELLATION TRUST COMPANY | $0.0 | trust company | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
24 active
| Name | Title |
|---|---|
| CLARKE, ERIC, REESE | ELECTED MANAGER |
| BURNS, MICHAEL, ROY | ELECTED MANAGER |
| CROCKETT, TODD, RICHARD | ELECTED MANAGER |
| BEACH, KYLEE, MARIE | CHIEF LEGAL OFFICER/SECRETARY |
| RAMAKRISHNAN, SIDDHARTH | ELECTED MANAGER |
| SALEWSKI, ANTHONY, JON | ELECTED MANAGER |
| BEAMAN, NOREEN, DARCY | ELECTED MANAGER |
| HARDWICK, LORI, TOPE | ELECTED MANAGER |
| BAUM, JONATHAN, RUSSELL | ELECTED MANAGER |
| FORKER, MICHAEL, WILFORD | EVP, OPERATIONS |
| MCLAUGHLIN, BRIAN, THOMAS | ELECTED MANAGER |
| GOLDMAN, CHARLES, GEORGE | ELECTED MANAGER |
| AUDRAIN, MARK, ANDREW | CHIEF COMPLIANCE OFFICER |
| WOLFSEN, NATALIE, GRACE | ELECTED MANAGER, CEO |
ADVDB.CO • SOURCE: SEC
Representatives
187 active representatives found, showing 20 random
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MICHAEL NIXON | OMAHA | NE | S65|2001-08-17|S66|1999-09-16 | ||||||
| FRANCISCO RODRIGUEZ-MORALES | OMAHA | NE | S63|2017-07-05|S65|2019-11-18 | ||||||
| EMILY GROSS | OMAHA | NE | S63|2005-05-06|S65|2015-10-26 | ||||||
| SEAN HOLLINGSHEAD | OMAHA | NE | S65|2014-05-30 | ||||||
| TREVOR GULICK-STUTZ | OMAHA | NE | S63|2014-08-09|S65|2023-11-03 | ||||||
| HECTOR ORTIZ | OMAHA | NE | S65|2021-04-02|S63|2004-07-22 | ||||||
| NEISHA WATSON | OMAHA | NE | S63|2016-09-01|S65|2016-10-06 | ||||||
| BRENDAN JONES | OMAHA | NE | S66|2023-06-27 | ||||||
| GERALD MATZKE | OMAHA | NE | S66|2017-07-26 | ||||||
| KIRA REITZ | OMAHA | NE | S66|2008-11-12 | ||||||
| GREGORY KING | OMAHA | NE | S66|2022-03-10 | ||||||
| JACOB CHILDERS | OMAHA | NE | S65|2016-11-14 | ||||||
| SHANNON LINK | OMAHA | NE | S66|2022-06-22 | ||||||
| PAUL WICK | OMAHA | NE | S66|2010-07-02|S65|2023-06-29 | ||||||
| GRANT SAUNDERS | OMAHA | NE | S65|2016-01-07|S63|2021-07-12|S66|2023-12-05 | ||||||
| JOSEPH BADALUCCO | OMAHA | NE | S65|2023-09-28 | ||||||
| TIMOTHY GRANT | OMAHA | NE | S65|2023-07-21 | ||||||
| JEREMY HERSCH | OMAHA | NE | S63|2004-10-22|S65|2017-07-14 | CHARTERED FINANCIAL ANALYST | |||||
| CHRISTOPHER MONROE | OMAHA | NE | S63|2021-03-30|S65|2023-04-07 | ||||||
| ANTHONY DIMONA | OMAHA | NE | S63|2010-03-05|S65|2023-12-01 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $57.7 | $0.0 | 0% | 350 | 0 | 0% |
| 2025-04-21 | $57.7 | $0.0 | 0% | 350 | 0 | 0% |
| 2024-04-02 | $53.8 | $3.8 | 7% | 404 | -54 | -13% |
| 2023-04-04 | $53.3 | $4.4 | 8% | 326 | 24 | 7% |
| 2022-04-01 | $42.0 | $15.7 | 37% | 68 | 282 | 415% |
| 2021-04-05 | $39.1 | $18.6 | 48% | 152 | 198 | 130% |
| 2020-04-01 | $9.5 | $48.2 | 509% | 10 | 340 | 3400% |
| 2019-04-01 | $8.6 | $49.1 | 570% | 29 | 321 | 1107% |
| 2018-04-02 | $8.7 | $49.0 | 563% | 102 | 248 | 243% |
| 2017-04-01 | $7.1 | $50.6 | 715% | 82 | 268 | 327% |
| 2016-04-01 | $7.2 | $50.4 | 700% | 88 | 262 | 298% |
| 2015-04-01 | $7.6 | $50.1 | 661% | 94 | 256 | 272% |
| 2014-04-01 | $6.2 | $51.5 | 830% | 82 | 268 | 327% |
| 2013-04-01 | $5.6 | $52.1 | 931% | 79 | 271 | 343% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NE, AK-01/20/1998, AL-09/12/1994, AR-08/16/1996, AZ-11/16/1994, CA-03/15/2000, CO-07/22/1999, CT-06/05/1998, DC-04/02/2001, DE-05/05/2003, FL-09/19/1990, GA-05/07/1991, HI-01/13/1998, IA-01/01/2000, ID-08/13/1990, IL-07/08/1991, IN-02/16/2001, KS-05/07/1993, KY-11/01/2000, LA-10/01/2001, MA-03/24/1995, MD-07/14/1993, ME-04/12/1996, MI-12/04/1997, MN-03/29/1991, MO-05/25/1990, MS-09/29/1997, MT-01/21/1998, NC-02/16/2001, ND-03/30/2001, NE-05/31/1990, NH-01/29/1996, NJ-03/29/1993, NM-07/23/1996, NV-04/22/1996, NY-04/28/1993, OH-03/31/1999, OK-01/01/1998, OR-08/22/1991, PA-10/02/1992, PR-01/14/1998, RI-07/29/1997, SC-02/16/2001, SD-05/16/1996, TN-06/16/1994, TX-06/13/1990, UT-12/31/1991, VA-05/21/1991, VI-02/18/2009, VT-09/05/1995, WA-12/10/1991, WI-05/18/1993, WV-03/29/1996, WY-10/08/2020 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV