Orion Advisor Solutions Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Orion Advisor Solutions

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Orion Advisor Solutions Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
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

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)
  • Orion Advisor Solutions's annual revenues are Over $500 million (see exact revenue data)
• 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
2025	Over $500 million Details in Premium Report
2024
2023
2021
2020
2019

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

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)
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 doesn't have any recent trademark applications, indicating Orion Advisor Solutions is focusing on its existing business rather than expanding into new products and 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	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

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	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

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.

Company	Revenue ($ MM)