Orion Advisor Solutions
Management Consulting
Company overview
Orion Advisor Solutions is the premier provider of the tech-enabled fiduciary process that transforms the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected, technology-driven experience. Combined, our brand entities, Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, and CLS Investments, create a complete yet modular offering that empowers firms to seamlessly attract new clients; connect goals more meaningfully to investment strategies and outcomes; and ultimately track progress toward each investor's unique definition of financial success. As of December 31, 2020, Orion supports more than 2,100 advisory firms with approximately $1.4 trillion in assets under administration and an additional $48 billion of combined platform assets (Orion Portfolio Solutions and Brinker Capital Investments) on the open architecture TAMP, making Orion the platform of choice for all growth-focused advisory f
Employees by Level
C-Level
12
VP-Level
32
Director
30
Manager
73
Non-Manager
273
Top Contacts
388
Available Jobs at Orion Advisor Solutions
Top C-suite Members of Company
Connect with key decision-makers at Orion Advisor Solutions. View the C-suite executives and leadership team.
| Name | Title | Contact | Action |
|---|---|---|---|
| Russell Mills | Chief Executive Officer | r****[email protected] | Show details |
| Ben Bell | Chief Financial Officer | b****[email protected] | Show details |
| Arun Anur | Chief Operating Officer | a****[email protected] | Show details |
| Charley Pavlick | President | c****[email protected] | Show details |
| Reed Colley | President, Technology | r****[email protected] | Show details |
| Michael Forker | Executive VP, Wealth Management Operations | m****[email protected] | Show details |
| Reid Peters | Controller | r****[email protected] | Show details |
| Arun Anur | Chief Operating Officer | a****[email protected] | Show details |
| Ben Bell | Chief Financial Officer | b****[email protected] | Show details |
| Charley Pavlick | President | c****[email protected] | Show details |
| Matthew Mileski | Regional VP | m****[email protected] | Show details |
| Reid Peters | Controller | r****[email protected] | Show details |
| Russell Mills | Chief Executive Officer | r****[email protected] | Show details |
Employees Contact
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Email formats
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| Email format | Example | Percentage |
|---|---|---|
| Email formats for Orion Advisor Solutions are not available. | ||
Email verification tool
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Technology stack
Orion Advisor Solutions uses Open Graph to enhance their digital capabilities and improve operational efficiency.
Orion Advisor Solutions uses Google Analytics to measure website traffic and user engagement, generating actionable insights for optimizing online performance and marketing campaigns.
Orion Advisor Solutions uses HSTS to enhance their digital capabilities and improve operational efficiency.
Orion Advisor Solutions uses Google Font API to easily embed a diverse range of high-quality fonts on its website, enhancing typography, branding, and user experience with robust performance.
Orion Advisor Solutions uses Salesloft to enhance their digital capabilities and improve operational efficiency.
Orion Advisor Solutions uses Salesforce Marketing Cloud Account Engagement to enhance their digital capabilities and improve operational efficiency.
Orion Advisor Solutions uses DoubleClick Floodlight to enhance their digital capabilities and improve operational efficiency.
Orion Advisor Solutions uses Google Tag Manager to efficiently deploy and manage website tracking tags, marketing pixels, and analytics scripts without direct code modifications, centralizing data collection and accelerating marketing and analytics initiatives.
Orion Advisor Solutions uses Glide.js to enhance their digital capabilities and improve operational efficiency.
Orion Advisor Solutions uses Quicklink to enhance their digital capabilities and improve operational efficiency.
Orion Advisor Solutions uses jQuery UI to enhance web applications with a robust set of ready-to-use, customizable UI widgets and interactions, simplifying development and improving user experience.
Orion Advisor Solutions uses jQuery to simplify client-side scripting, enabling faster and more efficient manipulation of the HTML DOM, event handling, animation, and AJAX interactions across various web browsers.
Orion Advisor Solutions uses core-js to enhance their digital capabilities and improve operational efficiency.
Orion Advisor Solutions uses Nginx to enhance their digital capabilities and improve operational efficiency.
Orion Advisor Solutions uses Wistia to host, customize, and market professional videos, leveraging advanced analytics and lead generation tools to engage audiences and drive business growth.
Orion Advisor Solutions uses ZURB Foundation to enhance their digital capabilities and improve operational efficiency.
Orion Advisor Solutions uses PHP to develop dynamic, data-driven web applications and websites, leveraging its robust server-side scripting capabilities for powerful and scalable online experiences.
Orion Advisor Solutions uses Sentry to proactively monitor, identify, and resolve software errors and performance issues in real-time, ensuring application stability and an improved user experience.
Orion Advisor Solutions uses Drupal to build and manage robust, scalable, and secure websites and web applications with powerful content management and integration capabilities.