What departments does Orion Advisor Solutions have?

Orion Advisor Solutions has employees across 12 departments including Marketing, Sales, Solutions Engineering, Program & Project Management, Accounting.

What is the largest department at Orion Advisor Solutions?

The largest department at Orion Advisor Solutions is Accounting with 5 employees.

Where are Orion Advisor Solutions employees located globally?

Orion Advisor Solutions has employees across 4 continents and 5 countries including India, Pakistan, Serbia, United States Of America, Brazil.

How has Orion Advisor Solutions's team size changed over time?

Orion Advisor Solutions's team has decreased from approximately 518 to 85 employees based on available data.

Orion Advisor Solutions Employee Directory

Financial ServicesNebraska, United States1001-5000 Employees

Orion Advisor Solutions is a financial services company headquartered in Omaha, Nebraska, at 17605 Wright Street, with a website at https://orion.com and a workforce of 1,001-5,000 employees. The firm provides an all-in-one advisor platform that blends technology and wealth management capabilities, with the brands Orion Advisor Technology, Orion Portfolio Solutions, and Brinker Capital Investments to support growth-focused advisory firms. The platform is designed to be flexible, allowing firms to adopt its technology and investment capabilities in full or as components that complement existing capabilities, and to connect investment goals with strategies and outcomes. Orion emphasizes values including One Orion, Innovate, Disrupt, and Win, and commits to a diverse and inclusive workforce. In 2026, Orion expanded its footprint with a new office in King of Prussia, Pennsylvania as part of an AI-native workforce strategy, and announced leadership appointments including Yi-Ching Wu as Executive Vice President of Wealth Management Product and Platform and Jeff Schwantz as Executive Vice President of Wealth Management Sales, as well as integrations with Flourish Financial and VanEck.

Orion Advisor Solutions Global Highlights

North America
240

United States Of America
240

Asia
4

India
3
Pakistan
1

Europe
1

Serbia
1

South America
1

Brazil
1

Orion Advisor Solutions's Leadership

B. J.
Chief Marketing Officer
Mobile Phone
Email
D. G.
President
Mobile Phone
Email
B. M.
Senior Partner
Mobile Phone
Email
B. F.
Vice President, Regional Sales
Mobile Phone
Email
E. G. B.
Svp Of Strategic Relationships At Orion Advisor Solutions Llc
Mobile Phone
Email
R. M.
Vice-President
Mobile Phone
Email
B. S.
Director
Mobile Phone
Email
B. M.
Director Strategic Consulting & Project Management Teams
Mobile Phone
Email

Orion Advisor Solutions Employee Metrics

100%

50%

0%

2026

2025

Analytics
Engineering
Program & Project Management
Product Management
Accounting
Other
Operations
Finance
Banking

Contact profiles from Orion Advisor Solutions

Name

Title

Contact Info

Location

Last Update

B. M.
Senior Partner
Mobile Phone
Email
Jul 03, 2026
B. J.
Chief Marketing Officer
Mobile Phone
Email
Jul 14, 2026
D. G.
President
Mobile Phone
Email
Oct 21, 2024
B. F.
Vice President, Regional Sales
Mobile Phone
Email
Nov 18, 2024
E. G. B.
Svp Of Strategic Relationships At Orion Advisor Solutions Llc
Mobile Phone
Email
Nov 11, 2025
R. M.
Vice-President
Mobile Phone
Email
Oct 23, 2024
B. S.
Director
Mobile Phone
Email
Oct 16, 2024
B. M.
Director Strategic Consulting & Project Management Teams
Mobile Phone
Email
May 04, 2023
H. A. M. C.
Director, Enterprise Service
Mobile Phone
Email
Oct 18, 2024
J. R.
Assistant Controller
Mobile Phone
Email
Jan 26, 2026

Frequently Asked Questions

What is Orion Advisor Solutions known for?

Orion Advisor Solutions was founded in 2003 operates in the Financial Services industry. Explore Orion Advisor Solutions's company overview page for more information.

What is Orion Advisor Solutions's most common email format?

Orion Advisor Solutions employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Orion Advisor Solutions email formats with LeadIQ.

How many employees does Orion Advisor Solutions have currently?

Orion Advisor Solutions has approximately 1K employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Orion Advisor Solutions's key employees and leadership?

As of July 2026, Orion Advisor Solutions's key employees include:

Chief Marketing Officer: B. J.
President: D. G.
Senior Partner: B. M.
Vice President, Regional Sales: B. F.
Svp Of Strategic Relationships At Orion Advisor Solutions Llc: E. G. B.

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Orion Advisor Solutions Employee Directory

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