Flagship event to spotlight the Relentless pursuit of excellence with a keynote from Tim Grover—performance coach to legends like Michael Jordan and Kobe Bryant—plus high-energy entertainment and Orion’s latest innovations in growth, personalization, AI, and data-powered insights that help advisors scale with impact

Orion, a premier provider of transformative wealthtech solutions powering the growth of financial advisors and the enterprise firms that serve them, today announced that registration is now open for Orion Ascent 2026, to be held February 24-27, 2026, at the San Diego Marriott Marquis, overlooking San Diego Bay.

With more than 2,000 advisors, asset managers, fintech providers, and wealth management leaders expected, Ascent will bring the industry together under this year’s Relentless theme, celebrating the tireless dedication advisors bring to serving clients, growing businesses, and leading through challenge and change.

Featured Keynote & Entertainment

As part of its marquee programming, Ascent 2026 will feature:

• Keynote Speaker: Tim S. Grover, elite performance coach and bestselling author of Relentless: From Good to Great to Unstoppable and Winning: The Unforgiving Race to Greatness. For more than 35 years, Grover has been the trusted advisor to the world’s greatest champions—including Michael Jordan, Kobe Bryant, and Dwyane Wade—and countless leaders across sports, business, and beyond. Recognized by USA Today as one of the “Top 5 Mindset & Performance Coaches in the World,” Grover is known globally for teaching the principles of mental toughness, relentless drive, and the winning mentality. His keynote will bring those lessons to life for financial advisors, inspiring them to pursue excellence with the same focus and discipline as the legends he’s coached.

• Final Night Entertainment: The POP 2000 Tour is coming to Ascent at The Rady Shell at Jacobs Park — an architecturally striking, state-of-the-art, open-air venue on San Diego Bay just a short walk along the marina from the Marriott Marquis! Attendees can look forward to an unforgettable evening headlined by Chris Kirkpatrick of *NSYNC, LFO, Ryan Cabrera, and O-Town. Packed with energy, fun, and nostalgic boy-band anthems, this throwback celebration will deliver the perfect finale to Ascent 2026, bringing the community together in style to close out the event.

Celebrating Relentless Growth

“Advisors show up every day with relentless drive to serve clients with commitment, grow their businesses, and navigate constant change,” said Natalie Wolfsen, CEO of Orion. “Based on results from Orion’s 2025 Advisor Growth Survey, our clients have achieved an organic asset growth rate nearly 10% higher than their peers.¹ They are also leading 75% of wealth management M&A by assets,² and consistently pushing the boundaries of what’s possible. Their success is our north star, and Ascent is designed to celebrate that mindset and fuel it with bold ideas, practical tools, and a community that empowers advisors to push further, faster.”

Orion Ascent is continually recognized as one of the best industry conferences,³ delivering an agenda that blends advisor-led sessions, CE credit opportunities, hands-on platform training, roadmap previews, and community building. This year, content will be reimagined with select panels and roundtables held outdoors overlooking the marina, giving attendees fresh ways to learn and connect in a distinctive setting. Today, 17 of the top 20 Barron’s RIA firms⁴ and nearly one-third of RIAs over $1 billion in AUM⁵ rely on Orion to power their businesses, underscoring the caliber of firms that attend and the peer community advisors can engage with at Ascent. Following the success of role-based Community Groups launched at Ascent 2025, the 2026 event will again convene peer leaders—COOs, CTOs, CCOs, and CIOs—for curated roundtables designed to tackle shared challenges and opportunities.

Innovation Driving Advisor Success

“Innovation is the heartbeat of everything we do at Orion,” said Reed Colley, President of Orion Advisor Technology. “We’re ushering in the next generation of wealth management technology—AI‑first and data‑driven—to supercharge firms and empower the superhuman advisor. At Ascent 2026, advisors will discover actionable ways to harness our connected ecosystem—powered by AI, unified data, and flexible integrations—to streamline operations, personalize at scale, and drive transformation across their firms. Orion clients already use 10% more of their tech stack than peers,¹ proving that when advisors embrace innovation, they unlock efficiency, growth, and impact at every level.”

“Our relentless theme isn’t just about growth—it’s about the daily commitment advisors make to earn client trust and deliver outcomes that truly matter,” said Ron Pruitt, President of Orion Wealth Management. “At Ascent 2026, we’ll shine a light on how leading firms are strengthening those relationships through smarter strategies, deeper personalization, and new ways of connecting wealth to each client’s goals and values. That relentless focus on clients is what sets the best advisors apart, and it’s what this event is all about.”

Showcasing What’s Next for Advisors

From advancements in AI that simplify complexity, to new approaches that deliver more personalized portfolios and deeper client connections, to executive tools that give leaders a clearer view into their firms’ performance, Ascent 2026 will spotlight Orion’s most powerful innovations yet. Attendees will gain firsthand insights into how Orion’s connected ecosystem is evolving to help advisors scale efficiently, deliver differentiated outcomes, and stay ahead in a rapidly changing wealth management landscape.

Orion Ascent Registration and Sponsorship Information

Early bird pricing is available through October 31, with a $350 discount for the first 350 registrants. Register today at https://orion.com/ascent.

Interested in being a sponsor? Learn more here.

Media Registration

To request a media pass to attend Orion Ascent (complimentary registration; lodging and transportation not included; pass availability is limited), please email orion@streetcredpr.com.

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. As of June 30, 2025, Orion services over $5 trillion in assets under administration and over $100 billion of wealth management platform assets, supporting over 7.5 million technology accounts and thousands of independent advisory firms. Today, 17 out of the Top 20 Barron's RIA firms⁴ rely on Orion's technology to power their businesses and win for investors. Learn more at orion.com.

Wealth management platform assets include assets managed on a discretionary and non-discretionary basis by OPS and TSC 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.

¹ In 2024, Orion clients achieved an organic asset growth rate that was 9% higher than that of non-Orion clients. Source: Orion’s 2025 Advisor Growth Survey. Sample size: 372 (238 Orion, 134 Non-Orion). Question: Thinking about your organic asset growth rate excluding market appreciation and acquisitions, what do you estimate was your firm’s organic asset growth rate in 2024?

² Orion analysis using Fidelity Wealth Management M&A Transaction Report, December 2024. Excluded transactions where the acquirer was not a wealth firm (e.g., a private equity firm). report summary

³ Source: Kitces.com

⁴ 2024 Top 100 RIA Firms, Barron's, 2024.

⁵ RIAs over $1B based on comparison of Orion databases as of 3/31/25 vs number of RIAs over $1b per Cerulli U.S. RIA Marketplace 2024 (year-end 2023 assets).

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