firm profile
Orion Portfolio Solutions, LLC
Overview
Orion Portfolio Solutions, LLC is an SEC registered investment adviser based in Omaha, NE, registered since 1990. It reports $64.8B in assets under management across 276,041 accounts, with 305 employees. It has 198 investment adviser representatives.
- Reported AUM
- $64.8B
- Discretionary
- 82%
- Accounts
- 276,041
- Average account
- $235K
- Employees
- 305
- Advisory reps
- 198
- Registered since
- 1990
- Jurisdictions
- 53
As reported in the firm's July 2026 filing.
Contact
1 phone number on file
Practice
- Services
- Client types
- Fee structure
- Fixed Fees, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.
Executive officers 3 of 6
- Natalie Grace Wolfsen Chief Executive Officer CRD 3228035
- Ronald Earl Pruitt President CRD 4437688
- Kylee Marie Beach Chief Legal Officer, Secretary CRD 6005280
3 more executive officers, with direct contact details
Advisory reps 3 of 198
- Ryan Taylor Alderman Investment Adviser Rep CRD 6378447
- Gregory Allison Registered Rep · Investment Adviser Rep CRD 6412742
- Tucker Jackson Arnett Investment Adviser Rep CRD 7904236
195 more advisory reps, with emails, phones and branch locations
Location
- Headquarters
- 17605 Wright St
Omaha, NE 68130 - County
- Douglas
- Metro area
- Omaha-Council Bluffs, NE-IA
- Region
- Midwest
Registrations
- SEC registered
- Registered in 53 jurisdictions
Every state, with registration dates
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