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ORION PORTFOLIO SOLUTIONS, LLC
CRD 107975File 801-57265
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 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
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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.