SOURCE: Orion Advisor Services, LLC

FiComm Partners

January 12, 2015 08:00 ET

Orion Celebrates Fifteen Years of Serving Advisors With Record Growth

OMAHA, NE--(Marketwired - January 12, 2015) -

  • Fifteen year anniversary marks milestones for the innovative portfolio accounting firm
  • Assets under administration increases 33% from year end 2013 to 2014, to $180 billion
  • Recent platform enhancements include custom mobile apps, digital prospecting tools, and customized video statements for the modern advisor

Orion Advisor Services, LLC ("Orion"), the premier portfolio accounting service provider for advisors, celebrated its fifteenth anniversary this past December with the announcement of another record-setting year for the industry-leading portfolio accounting provider.

The past year has been has seen Orion surpass a number of previous growth high-water marks. Orion welcomed over 100 new advisors to its platform and grew its assets under administration from $135 billion on December 31, 2013 to over $180 billion by the end of November 2014. The number of accounts managed by advisors using Orion grew from 650,000 to over 800,000 during the same time period.

"Orion's growth in the financial services industry has been impressive, and it reflects the company's commitment to create innovative solutions for their advisors. While it began as a portfolio accounting service, Orion now empowers advisors with integrations of industry-leading CRM, financial planning, client portal solutions, custom mobile apps, digital prospecting tools, and customized video statements for clients," said Bill Winterberg, Founder of, a technology consulting firm to financial advisors.

Since inception, Orion's technology solutions have been powering some of the industry's most successful advisors, and that tradition continues with the newest advisors to join the family in the past year. Advisors fuel the company and are the life's blood of Orion.

"We never stop listening, never stop challenging ourselves and striving to be the best partner to advisors possible," said Eric Clarke, President, Orion Advisor Services. "Beyond our work helping successful advisors grow their practices through technology, Orion has been adding to our offices in Omaha, New York and Seattle. Orion now boasts nearly 180 employees on its staff dedicated to supporting and empowering advisors."

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 500 advisory firms with total assets under administration in excess of $180 billion, from more than 800,000 individual accounts. For more information about Orion, visit or follow Orion on Twitter at @orionadvisor.

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