Wealthtech leader accelerates advisor growth through scalable technology, flexible ecosystem

Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, today announced two major growth milestones: surpassing both $5 trillion in assets under administration and $100 billion in wealth management platform assets.

Fueled by advisor-driven growth, Orion has seen an over 15% year-over-year increase in technology accounts for three consecutive years. Today, the firm supports more than 7.5 million technology accounts, 326,000 wealth management accounts, and 25,000 firms. Orion now services $5.2 trillion in assets under administration (a 35% increase since 2023) and manages $102.7 billion in wealth management platform assets as of June 30, 2025.

“Achieving these milestones reflects Orion’s accelerating momentum as the growth partner of choice for RIAs, enterprises, and hybrid firms across all advisory models,” said Natalie Wolfsen, CEO of Orion.

Underscoring the drivers behind this growth, Orion also shared insights from its 2025 Advisor Growth Survey. The survey reveals that in 2024, Orion clients achieved an organic asset growth rate that was nearly 10% higher than that of non-Orion clients.¹ Separately, an Orion analysis of Fidelity data shows that Orion clients led deals representing 75% of 2024 M&A activity in the wealth management space, based on assets.² These findings underscore Orion’s role as the growth partner of choice for RIAs, enterprises, and hybrid firms across all advisory models.

“Our clients are among the most forward-thinking and growth-oriented firms in the industry,” said Wolfsen. “They’re achieving exceptional results by combining their own strategic vision with the right partners and tools. Orion is proud to be a key partner – serving as a force multiplier that helps advisors scale more efficiently, deepen client relationships, and unlock new opportunities through connected technology and expert support. Their success is our north star.”

Orion powers top-performing firms:

• 17 of the top 20 Barron’s RIA firms and 6 of the top 7 mega RIAs rely on Orion.³
• Nearly one-third of RIAs over $1 billion AUM partner with Orion.⁴
• On average, Orion clients utilize 10% more of their tech stack compared to their peers.⁵

Advisor Growth Survey Methodology

An 8-minute online survey was conducted in May 2025 by Logica Research among independent financial advisors. Sample size = 1,379 (1,122 Orion clients and 257 non-Orion clients).

About Orion

Orion is a 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, Redtail Technology, and Orion OCIO—create a complete offering that empowers firms to attract new clients seamlessly, connect goals more meaningfully to investment strategies and outcomes, and ultimately track progress toward each investor's unique definition of financial success. Orion services $5.2 trillion in assets under administration and $102.7 billion of wealth management platform assets (as of June 30, 2025) and supports over 7.5 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron's RIA firms³ rely on Orion's technology to power their businesses and win for investors. Learn more at orion.com.

Orion Portfolio Solutions and Brinker Capital Investments advisory services offered through Orion Portfolio Solutions, LLC ("OPS"), a registered investment advisor. Orion OCIO services offered through TownSquare Capital, LLC ("TSC"). Wealth management platform assets include assets managed on a discretionary and non-discretionary basis by OPS and TS) on their proprietary platforms, assets in proprietary and third-party models made available through OPS's Communities platform, and assets in OPS's proprietary models managed on third-party platforms.

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