SOURCE: Orion Advisor Services, LLC

FiComm Partners

March 16, 2015 15:30 ET

Orion Advisor Services Now Provides Technology Infrastructure for Over $200 Billion of Independent Financial Advisor Assets

Orion Solidifies Its Position as the Largest Privately Owned Portfolio Accounting Platform in the United States

OMAHA, NE--(Marketwired - March 16, 2015) - Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, has surpassed $200 billion in aggregate financial advisor assets aboard its platform. Orion's platform has remained on the cutting edge of meeting advisors' needs, in part, due to its open architecture platform.

This announcement comes on the heels of the firm's announcement of its pending acquisition by TA Associates as part of their purchase of the NorthStar Financial Services Group, LLC group of companies, which was received extremely positively by independent financial advisors. Since the announcement, Orion has added $15 billion in new advisor assets. 

"As an independent firm, our first priority is our clients and their needs are our needs. This mindset informs the approach we take to client service, product development and growth, which has served us, and our clients well," said Eric Clarke, President, Orion Advisor Services. "The recent TA deal has us more fired up than ever to serve our current advisor partners and look to augment existing services in new and innovative ways."

Orion has stated plans to use the capital infusion by TA Associates to fuel acquisitions and to further strengthen existing technology infrastructure and client service. 

About Orion Advisor Services

Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Our firm has unique insights into the advisory profession because it was founded for investment advisors by an investment advisor in 1999. Orion frees advisors from back-office tedium so they can enjoy their business again by devoting their time and energy to better serving clients. Orion provides the integrated and fully customizable technology solutions that advisors need to help grow their businesses over the long term. The firm's technology solutions empower more than 550 advisory firms with total assets under administration in excess of $200 billion, from more than 800,000 individual accounts. For more information about Orion, visit and follow Orion on Twitter: @orionadvisor

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