ORION PORTFOLIO SOLUTIONS, LLC
CRD #107975 SEC #801-57265 OMAHA, NE 859-426-2000
SEC Registered
Total AUM
$57.7B
Discretionary
$50.7B
Employees
350
Clients
0
Accounts
203,878
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $57.7B | $50.7B | $7B | 350 | 0 |
| Jun 2025 | $57.7B | $50.7B | $7B | 350 | 0 |
| Mar 2025 | $57.7B | $50.7B | $7B | 350 | 0 |
| Sep 2024 | $53.8B | $41.3B | $12.6B | 404 | 0 |
| Aug 2024 | $53.8B | $41.3B | $12.6B | 404 | 0 |
| Jul 2024 | $53.8B | $41.3B | $12.6B | 404 | 0 |
| Jun 2024 | $53.8B | $41.3B | $12.6B | 404 | 0 |
| Apr 2024 | $53.8B | $41.3B | $12.6B | 404 | 0 |
| Apr 2024 | $53.8B | $41.3B | $12.6B | 404 | 0 |
| Mar 2024 | $53.8B | $41.3B | $12.6B | 404 | 0 |
| Jan 2024 | $53.3B | $40.5B | $12.8B | 326 | 0 |
| Oct 2023 | $53.3B | $40.5B | $12.8B | 326 | 0 |
| Oct 2023 | $53.3B | $40.5B | $12.8B | 326 | 0 |
| Jul 2023 | $53.3B | $40.5B | $12.8B | 326 | 0 |
| Mar 2023 | $53.3B | $40.5B | $12.8B | 326 | 0 |
| Jan 2023 | $56.2B | $47.4B | $8.8B | 330 | 0 |
| Jan 2023 | $56.2B | $47.4B | $8.8B | 330 | 0 |
| Oct 2022 | $42B | $33.2B | $8.8B | 68 | 0 |
| Apr 2022 | $42B | $33.2B | $8.8B | 68 | 0 |
| Oct 2021 | $39.1B | $24.8B | $14.3B | 152 | 0 |
| Sep 2021 | $39.1B | $24.8B | $14.3B | 152 | 0 |
| Apr 2021 | $39.1B | $24.8B | $14.3B | 152 | 0 |
| Mar 2021 | $39.1B | $24.8B | $14.3B | 152 | 0 |
| Oct 2020 | $34.9B | $22.3B | $12.5B | 173 | 0 |
| Oct 2020 | $34.9B | $22.3B | $12.5B | 173 | 0 |
| Jun 2020 | $9.5B | $7.8B | $1.7B | 10 | 0 |
| Mar 2020 | $9.5B | $7.8B | $1.7B | 10 | 0 |
| Mar 2019 | $8.6B | $7.1B | $1.5B | 29 | 0 |
| Jul 2018 | $8.7B | $7.2B | $1.5B | 102 | 0 |
| Jun 2018 | $8.7B | $7.2B | $1.5B | 102 | 0 |
| Mar 2018 | $8.7B | $7.2B | $1.5B | 102 | 0 |
| Oct 2017 | $7.1B | $5.8B | $1.3B | 82 | 0 |
| Mar 2017 | $7.1B | $5.8B | $1.3B | 82 | 21,200 |
| Nov 2016 | $7B | $5.8B | $1.2B | 88 | 19,500 |
| Nov 2016 | $7B | $5.8B | $1.2B | 88 | 19,500 |
| Sep 2016 | $7B | $5.8B | $1.2B | 88 | 19,500 |
| Sep 2016 | $7B | $5.8B | $1.2B | 88 | 19,500 |
| Aug 2016 | $7B | $5.8B | $1.2B | 88 | 19,500 |
| Jun 2016 | $7.2B | $6.1B | $1.1B | 88 | 19,500 |
| Mar 2016 | $7.2B | $6.1B | $1.1B | 88 | 19,500 |
| Dec 2015 | $7.6B | $6.5B | $1.1B | 94 | 18,700 |
| May 2015 | $7.6B | $6.5B | $1.1B | 94 | 18,700 |
| Mar 2015 | $7.6B | $6.5B | $1.1B | 94 | 18,700 |
| Nov 2014 | $6.2B | $6.2B | $0 | 82 | 44,500 |
| Aug 2014 | $6.2B | $6.2B | $0 | 82 | 44,500 |
| Aug 2014 | $6.2B | $6.2B | $0 | 82 | 44,500 |
| May 2014 | $6.2B | $6.2B | $0 | 82 | 44,500 |
| Mar 2014 | $6.2B | $6.2B | $0 | 82 | 44,500 |
| Dec 2013 | $5.6B | $5.6B | $0 | 79 | 48,400 |
| Oct 2013 | $5.6B | $5.6B | $0 | 79 | 48,400 |
| May 2013 | $5.6B | $5.6B | $0 | 79 | 48,400 |
| Mar 2013 | $5.6B | $5.6B | $0 | 79 | 48,400 |
| Mar 2013 | $5.6B | $5.6B | $0 | 83 | 48,400 |
| Dec 2012 | $9.5B | $6.1B | $3.4B | 83 | 46,100 |
| Dec 2012 | $9.5B | $6.1B | $3.4B | 83 | 46,100 |
| Oct 2012 | $9.5B | $6.1B | $3.4B | 83 | 46,100 |
| Apr 2012 | $11B | $6B | $5B | 51 | 46,100 |
| Mar 2012 | $11B | $6B | $5B | 51 | 46,100 |
| Dec 2011 | $9.2B | $5.2B | $4B | 51 | 48,700 |
| Mar 2011 | $9.5B | $5.4B | $4.1B | 51 | -- |
| Feb 2009 | $3.6B | $3.4B | $180.6M | 51 | -- |
| Mar 2007 | $3.4B | $3.4B | $0 | 51 | -- |
| Mar 2004 | $1.3B | $1.3B | $0 | -- | -- |
| Mar 2002 | $1B | $1B | $0 | 51 | -- |
| Sep 2001 | $1B | $1B | $0 | 51 | -- |
DateAug 2025
Total AUM$57.7B
Discretionary$50.7B
Non-Disc.$7B
Employees350
Clients0
DateJun 2025
Total AUM$57.7B
Discretionary$50.7B
Non-Disc.$7B
Employees350
Clients0
DateMar 2025
Total AUM$57.7B
Discretionary$50.7B
Non-Disc.$7B
Employees350
Clients0
DateSep 2024
Total AUM$53.8B
Discretionary$41.3B
Non-Disc.$12.6B
Employees404
Clients0
DateAug 2024
Total AUM$53.8B
Discretionary$41.3B
Non-Disc.$12.6B
Employees404
Clients0
DateJul 2024
Total AUM$53.8B
Discretionary$41.3B
Non-Disc.$12.6B
Employees404
Clients0
DateJun 2024
Total AUM$53.8B
Discretionary$41.3B
Non-Disc.$12.6B
Employees404
Clients0
DateApr 2024
Total AUM$53.8B
Discretionary$41.3B
Non-Disc.$12.6B
Employees404
Clients0
DateApr 2024
Total AUM$53.8B
Discretionary$41.3B
Non-Disc.$12.6B
Employees404
Clients0
DateMar 2024
Total AUM$53.8B
Discretionary$41.3B
Non-Disc.$12.6B
Employees404
Clients0
DateJan 2024
Total AUM$53.3B
Discretionary$40.5B
Non-Disc.$12.8B
Employees326
Clients0
DateOct 2023
Total AUM$53.3B
Discretionary$40.5B
Non-Disc.$12.8B
Employees326
Clients0
DateOct 2023
Total AUM$53.3B
Discretionary$40.5B
Non-Disc.$12.8B
Employees326
Clients0
DateJul 2023
Total AUM$53.3B
Discretionary$40.5B
Non-Disc.$12.8B
Employees326
Clients0
DateMar 2023
Total AUM$53.3B
Discretionary$40.5B
Non-Disc.$12.8B
Employees326
Clients0
DateJan 2023
Total AUM$56.2B
Discretionary$47.4B
Non-Disc.$8.8B
Employees330
Clients0
DateJan 2023
Total AUM$56.2B
Discretionary$47.4B
Non-Disc.$8.8B
Employees330
Clients0
DateOct 2022
Total AUM$42B
Discretionary$33.2B
Non-Disc.$8.8B
Employees68
Clients0
DateApr 2022
Total AUM$42B
Discretionary$33.2B
Non-Disc.$8.8B
Employees68
Clients0
DateOct 2021
Total AUM$39.1B
Discretionary$24.8B
Non-Disc.$14.3B
Employees152
Clients0
DateSep 2021
Total AUM$39.1B
Discretionary$24.8B
Non-Disc.$14.3B
Employees152
Clients0
DateApr 2021
Total AUM$39.1B
Discretionary$24.8B
Non-Disc.$14.3B
Employees152
Clients0
DateMar 2021
Total AUM$39.1B
Discretionary$24.8B
Non-Disc.$14.3B
Employees152
Clients0
DateOct 2020
Total AUM$34.9B
Discretionary$22.3B
Non-Disc.$12.5B
Employees173
Clients0
DateOct 2020
Total AUM$34.9B
Discretionary$22.3B
Non-Disc.$12.5B
Employees173
Clients0
DateJun 2020
Total AUM$9.5B
Discretionary$7.8B
Non-Disc.$1.7B
Employees10
Clients0
DateMar 2020
Total AUM$9.5B
Discretionary$7.8B
Non-Disc.$1.7B
Employees10
Clients0
DateMar 2019
Total AUM$8.6B
Discretionary$7.1B
Non-Disc.$1.5B
Employees29
Clients0
DateJul 2018
Total AUM$8.7B
Discretionary$7.2B
Non-Disc.$1.5B
Employees102
Clients0
DateJun 2018
Total AUM$8.7B
Discretionary$7.2B
Non-Disc.$1.5B
Employees102
Clients0
DateMar 2018
Total AUM$8.7B
Discretionary$7.2B
Non-Disc.$1.5B
Employees102
Clients0
DateOct 2017
Total AUM$7.1B
Discretionary$5.8B
Non-Disc.$1.3B
Employees82
Clients0
DateMar 2017
Total AUM$7.1B
Discretionary$5.8B
Non-Disc.$1.3B
Employees82
Clients21,200
DateNov 2016
Total AUM$7B
Discretionary$5.8B
Non-Disc.$1.2B
Employees88
Clients19,500
DateNov 2016
Total AUM$7B
Discretionary$5.8B
Non-Disc.$1.2B
Employees88
Clients19,500
DateSep 2016
Total AUM$7B
Discretionary$5.8B
Non-Disc.$1.2B
Employees88
Clients19,500
DateSep 2016
Total AUM$7B
Discretionary$5.8B
Non-Disc.$1.2B
Employees88
Clients19,500
DateAug 2016
Total AUM$7B
Discretionary$5.8B
Non-Disc.$1.2B
Employees88
Clients19,500
DateJun 2016
Total AUM$7.2B
Discretionary$6.1B
Non-Disc.$1.1B
Employees88
Clients19,500
DateMar 2016
Total AUM$7.2B
Discretionary$6.1B
Non-Disc.$1.1B
Employees88
Clients19,500
DateDec 2015
Total AUM$7.6B
Discretionary$6.5B
Non-Disc.$1.1B
Employees94
Clients18,700
DateMay 2015
Total AUM$7.6B
Discretionary$6.5B
Non-Disc.$1.1B
Employees94
Clients18,700
DateMar 2015
Total AUM$7.6B
Discretionary$6.5B
Non-Disc.$1.1B
Employees94
Clients18,700
DateNov 2014
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees82
Clients44,500
DateAug 2014
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees82
Clients44,500
DateAug 2014
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees82
Clients44,500
DateMay 2014
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees82
Clients44,500
DateMar 2014
Total AUM$6.2B
Discretionary$6.2B
Non-Disc.$0
Employees82
Clients44,500
DateDec 2013
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees79
Clients48,400
DateOct 2013
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees79
Clients48,400
DateMay 2013
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees79
Clients48,400
DateMar 2013
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees79
Clients48,400
DateMar 2013
Total AUM$5.6B
Discretionary$5.6B
Non-Disc.$0
Employees83
Clients48,400
DateDec 2012
Total AUM$9.5B
Discretionary$6.1B
Non-Disc.$3.4B
Employees83
Clients46,100
DateDec 2012
Total AUM$9.5B
Discretionary$6.1B
Non-Disc.$3.4B
Employees83
Clients46,100
DateOct 2012
Total AUM$9.5B
Discretionary$6.1B
Non-Disc.$3.4B
Employees83
Clients46,100
DateApr 2012
Total AUM$11B
Discretionary$6B
Non-Disc.$5B
Employees51
Clients46,100
DateMar 2012
Total AUM$11B
Discretionary$6B
Non-Disc.$5B
Employees51
Clients46,100
DateDec 2011
Total AUM$9.2B
Discretionary$5.2B
Non-Disc.$4B
Employees51
Clients48,700
DateMar 2011
Total AUM$9.5B
Discretionary$5.4B
Non-Disc.$4.1B
Employees51
Clients--
DateFeb 2009
Total AUM$3.6B
Discretionary$3.4B
Non-Disc.$180.6M
Employees51
Clients--
DateMar 2007
Total AUM$3.4B
Discretionary$3.4B
Non-Disc.$0
Employees51
Clients--
DateMar 2004
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees51
Clients--
DateSep 2001
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees51
Clients--