Orion Advisor Solutions:
Serving the Technology & Investment Management Needs of Independent Advisors
Recently Released!!!
Date Published: December 24, 2025
Summary PowerPoint Deck: 88 Slides
Reference PowerPoint Deck: 527 Slides
Orion Advisor Solutions was founded as NorthStar Financial Services Group by Pat Clarke & Mike Miola in 2002 and is based in Omaha, NE. The firm has six offices, 1,400 employees, 2,300 financial advisor clients, 3.0 million accounts, $3.0 trillion assets under management & administration, $100 million revenues, and $17.0 million earnings before interest, taxes, depreciation, & amortization (EBITDA). Orion Advisor Solutions is led by its Executive Chairman Jon Baum & CEO Natalie Wolfsen. Orion Advisor Solutions' websites can be found at www.orion.com, www.orionadvisortech.com, www.hiddenlevers.com, www.orionportfoliosolutions.com, www.brinkercapital.com, www.clsinvest.com, & www.constellationtrust.com.
This research addresses the key historical phases of Orion Advisor Solutions, including:
Its profile includes detailed outlines of its core businesses, including:
Date Published: December 24, 2025
Summary PowerPoint Deck: 88 Slides
Reference PowerPoint Deck: 527 Slides
Orion Advisor Solutions was founded as NorthStar Financial Services Group by Pat Clarke & Mike Miola in 2002 and is based in Omaha, NE. The firm has six offices, 1,400 employees, 2,300 financial advisor clients, 3.0 million accounts, $3.0 trillion assets under management & administration, $100 million revenues, and $17.0 million earnings before interest, taxes, depreciation, & amortization (EBITDA). Orion Advisor Solutions is led by its Executive Chairman Jon Baum & CEO Natalie Wolfsen. Orion Advisor Solutions' websites can be found at www.orion.com, www.orionadvisortech.com, www.hiddenlevers.com, www.orionportfoliosolutions.com, www.brinkercapital.com, www.clsinvest.com, & www.constellationtrust.com.
This research addresses the key historical phases of Orion Advisor Solutions, including:
- Emergence Phase
- Orion Advisor Solutions Spin-Off Phase
- Private Equity Phase
- Post Eric Clarke Phase
Its profile includes detailed outlines of its core businesses, including:
- Orion Advisor Tech
- Orion Portfolio Solutions (FTJ FundChoice)
- Brinker Capital
- Constellation Trust Company (Affiliate)
Tiburon Member Access:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can either become Tiburon members or subscribe to this specific Tiburon Research by clicking on one of the buttons below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
