• Orion partners with Ameritas Investment Company LLC Benjamin F. Edwards, and Great Valley Advisor Group
  • Synergy Wealth Alliance joined LPL platforms
  • Frontier Wealth Management Acquired Highwater Wealth Management
  • Orion updated the Orion Connect integration on Salesforce AppExchange RightCapital introduced RightPay.
  • MaxMyInterest announced Orion integration


Orion Advisor Solutions announced partnerships with Ameritas Investment Company LLC, Benjamin F. Edwards, and Great Valley Advisor Group, firms collectively managing more than $35 billion in client assets.

LPL Financial
LPL Financial announced that Synergy Wealth Alliance, including office of supervisory jurisdiction manager and financial advisor Christopher Bordner and a team of 15 financial advisors, have joined LPL Financial’s broker-dealer and corporate registered investment advisor platforms. They reported having served approximately $650 million in brokerage and advisory assets.

Frontier Wealth Management
Frontier Wealth Management, a $2.5 billion registered investment advisor in Kansas City, Mo., has acquired Highwater Wealth Management, a $180 million RIA based in Golden, Colo. The acquisition adds professional expertise to Frontier, including a range of investment and financial specialists. It also deepens Frontier’s geographic footprint as the second area location in the Denver market.

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