Orion Advisor Services, LLC (Orion) is the premier portfolio accounting service provider for advisors. Founded for advisors by an investment advisor, our firm has unique insights into advisory practices. The firm's technology solutions empower more than 1,200 firms, $500 billion in AUA, and over 1.9 million accounts.
Orion is the most open and scalable platform for advisors. We help advisors experience integrated independence through solutions that are personalized, scalable, and secure. Whether you’re an RIA, IBD, TAMP, or breakaway, working with Orion includes quality data reconciliation, award-winning innovation, and experienced subject matter experts.
Advisors need personalized and scalable solutions to help them grow. Orion provides back-office solutions to portfolio accounting, client experience, billing data, trading, reporting, and security, giving advisors the organizational space to focus on what matters most and enjoy their business again.
Ryan Donovan, VP Business Development
Registered Investment Advisors