← Tributary

ORION PORTFOLIO SOLUTIONS, LLC

OMAHA, NE · CRD 107975 · IAPD ↗ · destinationsfunds.com · 859-426-2000

$64.84BRegulatory AUM
47Advisory reps
305Employees
0Clients
0Planning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — ORION PORTFOLIO SOLUTIONS, LLC shrank from 73 to 47 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
76
April 2025 — ORION PORTFOLIO SOLUTIONS, LLC grew from 67 to 73 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — ORION PORTFOLIO SOLUTIONS, LLC shrank from 72 to 67 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.