Omaha, Neb. – Orion has reported substantial growth, reaching $5.2 trillion in assets under administration, a 35% increase since 2023, and $102.7 billion in wealth management platform assets as of June 30, 2025. The firm has also seen over 15% year-over-year growth in technology accounts for three consecutive years, now supporting more than 7.5 million technology accounts, 326,000 wealth management accounts, and 25,000 firms.
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.”
Orion further highlighted findings from its 2025 Advisor Growth Survey, which indicated that in 2024, Orion clients achieved an organic asset growth rate nearly 10% higher than that of non-Orion clients. Additionally, an Orion analysis of Fidelity data revealed that Orion clients were involved in deals representing 75% of 2024 M&A activity in the wealth management sector, based on assets.
Wolfsen 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’s technology supports a significant portion of the industry, including 17 of the top 20 Barron’s RIA firms and 6 of the top 7 mega RIAs. Nearly one-third of RIAs with over $1 billion AUM partner with Orion. On average, Orion clients utilize 10% more of their tech stack compared to their peers.
The 2025 Advisor Growth Survey, referenced in these findings, was an 8-minute online survey conducted in May 2025 by Logica Research among 1,379 independent financial advisors (1,122 Orion clients and 257 non-Orion clients). The organic asset growth rate finding cited a sample size of 372 (238 Orion, 134 Non-Orion). The M&A analysis used the Fidelity Wealth Management M&A Transaction Report, December 2024, excluding transactions where the acquirer was not a wealth firm.
Orion defines itself as a provider of tech-enabled fiduciary processes, transforming the advisor-client relationship by enabling financial advisors to Prospect, Plan, Invest, and Achieve within a single, connected experience. Its brand entities include Orion Advisor Tech, Orion Portfolio Solutions, Brinker Capital Investments, Redtail Technology, and Orion OCIO. As of June 30, 2025, Orion services $5.2 trillion in assets under administration and $102.7 billion of wealth management platform assets, supporting over 7.5 million technology accounts and thousands of independent advisory firms.
