Orion Portfolio Solutions, LLC
● SEC registered since 2000CRD 107975SEC# 801-57265Omaha, NE
Reg. AUM
$64.84B
Employees
305
Accounts
276,041
Location
Omaha, NE
Orion Portfolio Solutions, LLC assets under management
Orion Portfolio Solutions, LLC is a registered investment adviser overseen by the SEC based in Omaha, NE. The firm has been registered since 2000. It reports $64.8 billion in regulatory assets under management and employs 305 people.
Orion Portfolio Solutions, LLC owners & executives
23 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kylee Marie Beach Control | Chief Legal Officer/Secretary | Under 5% | 2020 |
| Mark Andrew Audrain Control | Chief Compliance Officer | Under 5% | 2023 |
| Mark Kevin Mayo Control | Chief Financial Officer | Under 5% | 2024 |
See all 23 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Orion Portfolio Solutions, LLC manage?
Orion Portfolio Solutions, LLC reports $64.8 billion in regulatory assets under management on its Form ADV.
How many employees does Orion Portfolio Solutions, LLC have?
Orion Portfolio Solutions, LLC reports 305 employees.
Where is Orion Portfolio Solutions, LLC located?
Orion Portfolio Solutions, LLC is based in Omaha, NE and has been SEC-registered since 2000.
Does Orion Portfolio Solutions, LLC disclose fund performance?
Orion Portfolio Solutions, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 17605 Wright St, Omaha, NE 68130 |
| Phone | 859-426-2000 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Denver Regional Office (DRO) |
| CIK | 1802647 |
| Discloses disciplinary history | No |
Regulatory AUM
$64.84B▲ 12%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 2%
Larger than 98% of 16,271 advisers
EmployeesTop 3%
More than 97% of 16,825 advisers
Assets under management
$64.84Bregulatory AUM
Discretionary $53.42BNon-discretionary $11.42B