Orion, a provider of wealthtech solutions for financial advisors and enterprise firms, has announced it surpassed both $5 trillion in assets under administration (AUA) and $100 billion in wealth management platform assets.
The firm has observed an over 15% year-over-year increase in technology accounts for three consecutive years. As of June 30, 2025, Orion supports more than 7.5 million technology accounts, 326,000 wealth management accounts, and 25,000 firms. Orion’s AUA reached $5.2 trillion, representing a 35% increase since 2023, while its wealth management platform assets totaled $102.7 billion.
Natalie Wolfsen, CEO of Orion, stated, “Achieving these milestones reflects Orion’s accelerating momentum as the growth partner of choice for RIAs, enterprises, and hybrid firms across all advisory models.” She added, “Our clients are among the most forward-thinking and growth-oriented firms in the industry. 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 also shared findings from its 2025 Advisor Growth Survey. The survey indicates that in 2024, Orion clients achieved an organic asset growth rate that was nearly 10% higher than that of non-Orion clients. Additionally, an Orion analysis of Fidelity data revealed that Orion clients led deals representing 75% of 2024 M&A activity in the wealth management sector, based on assets.
The company reports that 17 of the top 20 Barron’s RIA firms and 6 of the top 7 mega RIAs utilize Orion’s services. Additionally, nearly one-third of RIAs with over $1 billion in AUM partner with Orion. On average, Orion clients reportedly utilize 10% more of their tech stack compared to their peers.
The 2025 Advisor Growth Survey was an 8-minute online survey conducted in May 2025 by Logica Research among independent financial advisors. The sample size included 1,379 participants, comprising 1,122 Orion clients and 257 non-Orion clients.
Orion provides a tech-enabled fiduciary process that facilitates financial advisors in their Prospect, Plan, Invest, and Achieve activities within a single technology experience. Its brand entities include Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO. Orion Portfolio Solutions and Brinker Capital Investments offer advisory services through Orion Portfolio Solutions, LLC, a registered investment advisor. Orion OCIO services are provided through TownSquare Capital, LLC. Wealth management platform assets include assets managed on a discretionary and non-discretionary basis by Orion Portfolio Solutions, LLC and TownSquare Capital, LLC on their proprietary platforms, assets in proprietary and third-party models available through Orion Portfolio Solutions, LLC’s Communities platform, and assets in Orion Portfolio Solutions, LLC’s proprietary models managed on third-party platforms.
(Sources: 2024 Top 100 RIA Firms, Barron’s, 2024. 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). Orion 2025 Advisor Growth Survey. Organic asset growth rate comparison: Orion’s 2025 Advisor Growth Survey, sample size 372 (238 Orion, 134 Non-Orion). M&A analysis: Orion using Fidelity Wealth Management M&A Transaction Report, December 2024, excluding transactions where the acquirer was not a wealth firm.)
