Assets Under Management
$57.7B
Number of Clients
194,403
Number of Advisors
182
Average Client AUM
$297K
AUM per Advisor
$316.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Orion Portfolio Solutions (OPS) offers advisory services through two platforms: OPS, providing reporting and administrative services to third-party investment advisors, and BCI, offering advisory and investment management services. Services include co-advisory, solicitor, and sub-advisory relationships, with varying levels of discretion. A wide variety of proprietary and non-proprietary investment management programs are available.
17605 Wright St, Omaha, NE, 68130