Orion Advisor Solutions Revenue and Competitors

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Omaha, NE USA



Total Funding



Estimated Revenue & Valuation

  • Orion Advisor Solutions's estimated annual revenue is currently $207.1M per year.(i)
  • Orion Advisor Solutions's estimated revenue per employee is $182,000

Employee Data

  • Orion Advisor Solutions has 1138 Employees.(i)
  • Orion Advisor Solutions grew their employee count by 13% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation

Orion Advisor Solutions offers a personalized financial management continuum, including best-in-class advisor technology and investment solutions to help fiduciary-minded advisors realize their unique vision for success. Through our subsidiary organizations, Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Constellation Trust Company, our clients range from boutique RIAs to enterprise-level firms, all of which use Orion?s innovative and deeply integrated solutions to better serve their clients, win in a crowded marketplace, and build strong, profitable businesses. Learn more at www.orion.com.



Total Funding


Number of Employees


Revenue (est)


Employee Growth %





Orion Advisor Solutions News

2022-04-17 - Orion to Acquire Redtail Technology, a Web-Based CRM for Financial Advisors

Orion Advisor Solutions, a provider of transformative wealthtech solutions for fiduciary advisors, announced today a definitive agreement to...

2022-04-17 - Orion to buy Redtail Technology | Citywire

Orion Advisor Solutions is acquiring customer relationship management (CRM) software developer Redtail Technology, the companies revealed on...

2022-04-17 - Orion Advisor Solutions Buys Redtail Technology

The deal is the latest for Orion, which provides technology, portfolio management software, and asset management services to more than 2,300...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding

Orion Advisor Solutions Executives

Ryan BeachChief Operating Officer
Timothy HollandChief Investment Officer
Kyle HiattExecutive Vice President / Chief Revenue Officer, 2018-Present Executive VP Business Development
James OHaraChief Information Security Officer
Mustapha BaassiriChief Product and Technology Officer
Brad ShepardChief Strategy Officer
Jason MooreChief Solutions Officer
Daniel CrosbyChief Behavioral Officer
Eric ClarkeCEO
Daniel ApplegarthCFO
Kristin PetrickChief Marketing Officer
Lori SzwanekChief Accounting Officer (CAO)
Trent MummaEVP, Tech Products
Brad BurgessVP of Enterprise Technology Solutions
Noreen BeamanPresident
Brendan McConnellEVP, Wealth Management Operations
Chris BosseRegional Vice President
Kyle HiattExecutive Vice President / Chief Revenue Officer, 2018-Present Executive VP Business Development
Rob PercivalSVP, Strategic Relationships
Larry FazziniVP Human Resources
Michael ForkerEVP, Wealth Management Operations
Adam PalmerVP, Strategic Product Development
Randy LambertEVP, Tech Operations
Stan WarcholVice President, Client Services
Ryan LeStrangeDivisional Vice President, Eastern US
Jon ReinersSenior Vice President
Christopher HoranRegional Vice President
Jina HortonVice President Of Business Development
Erin HawkinsSVP DevOps and Site Reliability Engineering
Doug FordSVP, Regional Sales Manager
Emily GrossSVP of Strategic Relationships at Orion Advisor Solutions LLC
George SvageraSVP Business Development, Enterprise
Eddie SempekSVP of Strategic Relationships at Orion Advisor Solutions, LLC
Kevin FustosVice President Financial Planning & Analysis
CR MillerVice President - RIA Sales
Michael BradySVP of Strategic Relationships
Jeff GoeserExecutive Vice President of Finance
David IxSenior Vice President - Regional Director
Edward KellyEVP, TAMP Sales
Matt MileskiRegional Vice President
Courtney TurnerVice President of Strategic Relationships
Jeremy HerschSenior Vice President, Strategic Product Development
Betsy PerezEVP, Marketing
Brian McLaughlinPresident of CRM