Orion Advisor Solutions provides an end-to-end technology and services platform for financial advisors. Its offerings include portfolio accounting and reporting, client relationship management (Redtail CRM), trading and rebalancing, compliance, risk intelligence, financial planning, and client and advisor portals. The company also delivers wealth management solutions such as turnkey asset management (TAMP), outsourced CIO (OCIO), custom indexing, and proprietary investments through Brinker Capital.
Founded in 1999 and headquartered in Omaha, Nebraska, Orion supports over $5.9 trillion in advisor-managed assets and more than 100,000 investment professionals on its CRM platform. The company has grown through acquisitions including Redtail Technology (2022), Brinker Capital (2020), and Summit Wealth Systems (2025). Orion is majority-owned by private equity firms Genstar Capital and TA Associates.
