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ORION PORTFOLIO SOLUTIONS, LLC
CRD 107975File 801-57265
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$64.84B
Top 10% of cohort (national)
Discretionary AUM
$53.42B
Non-discretionary $11.42B
Clients
187,975
276,041 accounts
Employees
305
Top 10% of cohort in NE
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- DRO
- Registration date
- Jan 1, 2000
- Principal office
- 17605 WRIGHT ST, OMAHA, NE, 68130
- Phone
- 859-426-2000
- Website
- https://www.orion.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $64.84B
- Discretionary AUM
- $53.42B
- Non-discretionary AUM
- $11.42B
- Discretionary accounts
- 211,361
- Non-discretionary accounts
- 64,680
- Total accounts
- 276,041
- AUM per client
- $345K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 1,170 | $3.68B |
| Investment companies | 11 | $10.88B |
| Charitable organizations | 79 | $30.1M |
| Other investment advisers | 152 | $6.31B |
| High net worth individuals | 19,151 | $19.47B |
| Pension and profit sharing plans | 1,154 | $2.09B |
| State or municipal government entities | 32 | $31.4M |
| Individuals (other than high net worth individuals) | 166,226 | $19.44B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 350 | 305 | decreased by45 |
| Apr 1, 2026 | Clients | 194,403 | 187,975 | decreased by6,428 |
| Apr 1, 2026 | AUM | $57,658,151,186 | $64,842,135,351 | increased by$7,183,984,165 |
| Apr 1, 2026 | Accounts | 203,878 | 276,041 | increased by72,163 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 68 | 350 | increased by282 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 83,820 | 194,403 | increased by110,583 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $41,979,351,312 | $57,658,151,186 | increased by$15,678,799,874 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 83,820 | 203,878 | increased by120,058 |
| Apr 1, 2022 | Employees | 152 | 68 | decreased by84 |
| Apr 1, 2022 | Clients | 83,398 | 83,820 | increased by422 |
| Apr 1, 2022 | AUM | $39,086,957,438 | $41,979,351,312 | increased by$2,892,393,874 |
| Apr 1, 2022 | Accounts | 92,438 | 83,820 | decreased by8,618 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ORION PORTFOLIO” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ORION PORTFOLIO” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.