Investment adviser · CRD 107975

ORION PORTFOLIO SOLUTIONS, LLC

Investment adviser filing (IA)

OMAHA, NE, United States · Form ADV filed Jul 31, 2026

Regulatory AUM: $64.8B
Client accounts: 276,041
Employees: 305
Advisory professionals: 47

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	19,151	$19,467,949,380	30.0%
Individuals	166,226	$19,443,516,135	30.0%
Investment companies	11	$10,883,941,527	16.8%
Other investment advisers	152	$6,305,408,384	9.7%
Corporations & businesses	1,170	$3,684,134,934	5.7%
Other clients	Fewer than 5	$2,902,138,639	4.5%
Retirement plans	1,154	$2,093,561,809	3.2%
Government entities	32	$31,409,955	0.0%
Charities	79	$30,074,588	0.0%

Filing source

Form ADV 2123184 · Jul 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Jul 31, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management · Pension consulting · Selection of other advisers

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

17605 WRIGHT ST
OMAHA, NE, 68130, United States

CRD 107975

Filing source

Form ADV 2123184 · Jul 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.