Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
RB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam PrioritiesIN RIA M&A runs up to 5x reported totals, Steward Partners CEO says

Financial ADVSR advisor directory · SEC adviser records

Orion Portfolio Solutions, LLC financial advisors in Nebraska

Every SEC-registered investment adviser representative at a Orion Portfolio Solutions, LLC office in Nebraska, by city and A to Z.

The short answer

163 registered advisors work at Orion Portfolio Solutions, LLC in Nebraska, out of 178 nationwide; it's the firm's number 1 state by advisors, and the most are in Omaha (163). 6 list the CFP designation and 62 are also registered broker representatives.

Orion Portfolio Solutions, LLC advisors by city in Nebraska

Every firm in Nebraska →

Omaha 163

Orion Portfolio Solutions, LLC advisors in Nebraska, A to Z

Search by name →

Orion Portfolio Solutions, LLC in other states

Pennsylvania 12Kentucky 3

Questions

How many Orion Portfolio Solutions, LLC financial advisors are in Nebraska?

163 investment adviser representatives are registered at Orion Portfolio Solutions, LLC offices in Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 178 at the firm nationwide. 6 list the CFP designation and 62 are also registered as broker representatives.

Where in Nebraska does Orion Portfolio Solutions, LLC have the most advisors?

Omaha, with 163. Orion Portfolio Solutions, LLC has advisors in 1 city in Nebraska.

How do I check a Orion Portfolio Solutions, LLC advisor in Nebraska?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Orion Portfolio Solutions, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.