Orion Advisor Solutions:
Empowering Investment Advisors Through Three Interrelated Businesses

Recently Released!!!
Date Published: June 17, 2019
Summary PowerPoint Deck: 104 Slides
Reference PowerPoint Deck: 306 Slides

Orion Advisor Solutions was founded by Pat Clarke & Mike Miola in 2002 and is based in Omaha, NE. The company has three offices, 400 employees, $120 billion asses under management & administration, $100 million revenue, $17.0 million EBITDA, and is led by its Chairman Mike Miola. Orion Advisor Solutions' web sites can be found at www.nstar-financial.com, www.geminifund.com, www.blugiant.com, www.nlcompliance.com, www.nldistributors.com, www.advisoronefunds.com, www.orionadvisor.com, www.clsinvest.com, & www.constellationtrust.com.

This research addresses the key historical phases of Orion Advisor Solutions, including:
  • Merger Phase
  • Expansion Phase
  • Success Phase
  • Private Equity Phase
Its profile includes the key statistics of the company, including its number of offices, employees, clients, revenues, & net profits.

Its profile includes detailed outlines of its core businesses, including:
  • Gemini Fund Services
    • Northern Lights Compliance Services
    • Northern Lights Distributors
    • Northern Lights Fund Trust & Variable Trust
    • Advisor One Funds
    • Blu Giant
  • Orion Advisor Services
  • CLS Investments
  • Constellation Trust Company (Affiliate)

And its profile concludes with the highlights of its organizational structure & ownership.

Subscribe to this Tiburon Research

Client Access

Tiburon CEO Summit Sponsors, Tiburon Members, and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.