Orion Advisor Solutions, an Omaha-based financial management platform for financial advisors, has reached a milestone of $1 trillion in assets under administration, according to a news release.
Founder and CEO Eric Clarke established the company in 1999 after searching fruitlessly for financial management software for his growing RIA firm. Clarke decided to develop his own, and the rest is history.
Today, Orion serves more than 2,000 advisory firms nationwide.
“Twenty years ago, I could not have imagined the sheer number of firms experiencing the same challenges,” Clarke said in the news release. “We’re grateful to play an active role in their journey to independence and success.”
Orion's subsidiaries include Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments and Constellation Trust Company.