What departments does Orion Advisor Solutions have?

Orion Advisor Solutions has employees across 15 departments including Information Security, Marketing, Finance, Sales, Human Resources.

What is the largest department at Orion Advisor Solutions?

The largest department at Orion Advisor Solutions is Finance with 4 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
248

United States Of America
248

Asia
4

India
3
Pakistan
1

Europe
1

Serbia
1

South America
1

Brazil
1

Orion Advisor Solutions's Leadership

D. C.
Chief Behavioral Officer
Mobile Phone
Email
J. O.
Chief Information Security Officer
Mobile Phone
Email
B. J.
Chief Marketing Officer
Mobile Phone
Email
R. V.
Chief Investment Officer
Mobile Phone
Email
R. V.
Chief Investment Strategist
Mobile Phone
Email
D. G.
President
Mobile Phone
Email
A. C.
Head Of Retirement Plan Services, Cima®, Aif®
Mobile Phone
Email
B. M.
Senior Partner
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

D. C.
Chief Behavioral Officer
Mobile Phone
Email
United StatesGeorgia
Jun 13, 2024
J. O.
Chief Information Security Officer
Mobile Phone
Email
United StatesFlorida
May 12, 2026
B. M.
Senior Partner
Mobile Phone
Email
Oct 23, 2025
B. J.
Chief Marketing Officer
Mobile Phone
Email
Apr 28, 2026
D. G.
President
Mobile Phone
Email
Oct 21, 2024
R. V.
Chief Investment Officer
Mobile Phone
Email
United StatesNebraska
Sep 22, 2024
T. B.
Executive Vice President - Technology Sales
Mobile Phone
Email
United StatesNebraska
Apr 23, 2026
S. H.
Vice President, Hr Business Partner
Mobile Phone
Email
United StatesMississippi
Mar 16, 2026
A. C.
Head Of Retirement Plan Services, Cima®, Aif®
Mobile Phone
Email
United StatesPennsylvania
Nov 12, 2025
M. F.
Evp, Wealth Management Operations
Mobile Phone
Email
United StatesNebraska
Nov 19, 2025

Frequently Asked Questions

What is Orion Advisor Solutions known for?

Orion Advisor Solutions was founded in 2003 operates in the Financial Services industry. The company's main headquarters is located in 17605 Wright Street Omaha, Nebraska 68130 United States. 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 December 2025. These team members are located across 4 continents, including North AmericaAsiaEurope.

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

As of December 2025, Orion Advisor Solutions's key employees include:

Chief Behavioral Officer: D. C.
Chief Information Security Officer: J. O.
Chief Marketing Officer: B. J.
Chief Investment Officer: R. V.
Chief Investment Strategist: R. V.

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Orion Advisor Solutions Employee Directory

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