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Who We Are > Orion Today
ORION Thursday, November 20, 2008
With more than 100 years of experience on our operating board, we understand the problems and time constraints RIAs face
because, as advisors, we have searched for solutions to the same issues. And because our sister firm is one of our largest
customers, we have an immediate connection to the changing needs of the independent RIA. Most importantly, we are unsatisfied
with “good enough,” and are driven to continue raising the bar on performance and service.
Perhaps the best exhibit to Orion’s understanding of our clients is our tremendous growth. Over the past six years, we have formed relationships with 95 clients, including independent RIAs, institutions, and broker/dealers. Orion currently administrates nearly $20 billion in assets for more than 200,000 accounts, and our team transitioned approximately $10 billion in assets and 100,000 accounts last year.
