Orion Achieves $5 Trillion in Assets Under Administration and $100 Billion in Wealth Management Platform Assets, Solidifying Its Leadership in Wealthtech Solutions

Orion has surpassed $5 trillion in assets under administration and $100 billion in wealth management platform assets, fueled by advisor-driven growth. The firm supports 7.5 million technology accounts and 326,000 wealth management accounts, with clients achieving an organic asset growth rate nearly 10% higher than non-Orion clients. Orion powers top-performing firms, including 17 of the top 20 Barron's RIA firms and nearly one-third of RIAs over $1 billion AUM.

Orion, a premier provider of transformative wealthtech solutions, has announced two significant growth milestones: surpassing $5 trillion in assets under administration and $100 billion in wealth management platform assets [2]. This remarkable achievement underscores Orion's accelerating momentum as a growth partner for RIAs, enterprises, and hybrid firms across all advisory models.

The firm's growth is driven by advisor-driven initiatives, with technology accounts increasing by over 15% year-over-year for three consecutive years. As of June 30, 2025, Orion supports more than 7.5 million technology accounts and 326,000 wealth management accounts. The firm now services $5.2 trillion in assets under administration and manages $102.7 billion in wealth management platform assets [2].

Orion's clients achieved an organic asset growth rate nearly 10% higher than non-Orion clients in 2024. Additionally, Orion clients led 75% of 2024 M&A deals in the wealth management space, based on assets [2]. These findings highlight Orion's role as the growth partner of choice for forward-thinking and growth-oriented firms.

Orion powers top-performing firms, with 17 of the top 20 Barron's RIA firms and nearly one-third of RIAs over $1 billion AUM partnering with the firm. On average, Orion clients utilize 10% more of their tech stack compared to their peers [2].

References:
[1] https://www.stocktitan.net/news/LPLA/lpl-financial-welcomes-gallagher-iffzto26xhsz.html
[2] https://www.businesswire.com/news/home/20250722136152/en/Orion-Clients-Grew-Faster-Than-Peers-in-2024-and-Utilized-More-of-Their-Tech-Stack-Cementing-Firms-Leadership-as-It-Rockets-Beyond-%245-Trillion-Asset-Milestone