Revenue | Over $500 million See Exact Annual Revenue |
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Employees | Over 1,000Exact Company Size |
Primary Industry | 52312 Securities Brokerage |
Additional NAICS Codes | 523 Securities, Commodity Contracts & Other Financial Investments |
Address | 17605 Wright Street Omaha, NE 68130 |
Orion Advisor Solutions | Revenue Est. ($ Million) | Growth Rate (%) | # Employees |
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2023 | Over $500 million Details in Premium Report | ||
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Orion Advisor Solutions P&L | $ Millions |
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Trademark | Date |
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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 |
Company | Headquarters | Revenue ($ MM) |
---|---|---|
RITE-VALUE PHARMACY | Louisa, KY | 100 |
CHARLES SCHWAB BANK SSB | Westlake, TX | 47 |
LPL FINANCIAL | Fort Mill, SC | 28 |
UBS FINANCIAL SERVICES | Weehawken, NJ | 26 |
RBC USA HOLDCO | Minneapolis, MN | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT | Omaha, NE | 14 |
AMERITRADE ONLINE HOLDINGS | Omaha, NE | 14 |
MIZUHO SECURITIES USA | New York, NY | 12 |
ROBERT W. BAIRD | Milwaukee, WI | 10 |
Company | Headquarters | Revenue ($ MM) |
---|---|---|
TD AMERITRADE INVESTMENT MANAGEMENT | Omaha, NE | 100 |
AMERITRADE ONLINE HOLDINGS | Omaha, NE | 100 |
ORION ADVISOR SOLUTIONS | Omaha, NE | 20 |
NORTHSTAR FINANCIAL SERVICES | Omaha, NE | 7 |
COR CLEARING | Omaha, NE | 2 |
HANSEN-MUELLER | Omaha, NE | 2 |
Company | Revenue ($ MM) |
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