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Company Profiles: Revenue, Growth, Competition

Orion Advisor Solutions Revenue, Growth & Competitor Profile

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Big Fish
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Patent/Trademark IP
 

Company Profile & Annual Report for Orion Advisor Solutions

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Orion Advisor Solutions Fast Facts

RevenueOver $500 million    See Exact Annual Revenue
EmployeesOver 1,000Exact Company Size
Primary Industry52312 Securities Brokerage
Additional NAICS Codes523 Securities, Commodity Contracts & Other Financial Investments
Address17605 Wright Street
Omaha, NE 68130

Note: Revenues for privately held companies are statistical evaluations.


Orion Advisor Solutions's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Orion Advisor Solutions is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Orion Advisor Solutions Annual Revenue and Growth Rate

Orion Advisor Solutions Revenue Est.
($ Million)
Growth Rate (%)# Employees
2023 Over $500 million

Details in Premium Report
2022
2021
2020
2019


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: Orion Advisor Solutions's revenues are gauged from an analysis of company filings.



Orion Advisor Solutions's Income Statement (based on Industry Averages)

Orion Advisor Solutions P&L$ Millions
Revenue (Sales) Orion Advisor Solutions Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Trademark Applications

Trademark applications show the products and services that Orion Advisor Solutions is developing and marketing. Orion Advisor Solutions's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark Date
ORION STACKS
Application service provider (ASP) featuring software for use in advisory portfolio accounting, client account management, financial performance reporting and advisory billing features
03/01/2023
REDTAIL
Providing temporary use of online, non-downloadable enterprise software for customer relationship management for financial professionals
02/24/2023
POWERING ADVISORS. WINNING FOR INVESTORS.
Providing a web site featuring technology that enables users to seamlessly attract new clients; connect planning goals to investment strategies; and ultimately help achieve each investor's unique definition of financial success
02/22/2023

See all trademarks and details in the Full Report.


Market Share of Orion Advisor Solutions's Largest Competitors

A competitive analysis shows these companies are in the same general field as Orion Advisor Solutions, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
RITE-VALUE PHARMACYLouisa, KY100 
CHARLES SCHWAB BANK SSBWestlake, TX47 
LPL FINANCIALFort Mill, SC28 
UBS FINANCIAL SERVICESWeehawken, NJ26 
RBC USA HOLDCOMinneapolis, MN18 
TD AMERITRADE INVESTMENT MANAGEMENTOmaha, NE14 
AMERITRADE ONLINE HOLDINGSOmaha, NE14 
MIZUHO SECURITIES USANew York, NY12 
ROBERT W. BAIRDMilwaukee, WI10 




Nearby Competitors

These companies are similar in business line and location to Orion Advisor Solutions. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
TD AMERITRADE INVESTMENT MANAGEMENTOmaha, NE100 
AMERITRADE ONLINE HOLDINGSOmaha, NE100 
ORION ADVISOR SOLUTIONSOmaha, NE20 
NORTHSTAR FINANCIAL SERVICESOmaha, NE7 
COR CLEARINGOmaha, NE2 
HANSEN-MUELLEROmaha, NE2 




Future Competition: Orion Advisor Solutions's Fastest Growing Competitors

These companies are in the same general field as Orion Advisor Solutions and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Orion Advisor Solutions Competitors