|
gptkbp:instance_of
|
gptkb:financial_services_company
|
|
gptkbp:bfsLayer
|
4
|
|
gptkbp:bfsParent
|
gptkb:Morningstar_Advisor_Workstation_Pro
|
|
gptkbp:acquisition
|
gptkb:Brinker_Capital
gptkb:Redtail_Technology
|
|
gptkbp:advertising
|
gptkb:Mike_Mc_Gowan
|
|
gptkbp:awards
|
Best Places to Work
Wealth Management.com Industry Awards
|
|
gptkbp:business_model
|
B2 B services
Saa S solutions
|
|
gptkbp:client
|
financial advisors
|
|
gptkbp:educational_programs
|
gptkb:Brian_Mc_Laughlin
|
|
gptkbp:employees
|
over 500
|
|
gptkbp:feedback
|
case studies
high ratings
positive testimonials
|
|
gptkbp:financial_products
|
data analytics
Robo-advisory services
client reporting tools
|
|
gptkbp:founded
|
gptkb:1999
|
|
gptkbp:founder
|
gptkb:Eric_Clarke
|
|
gptkbp:governed_by
|
Kristin O' Neill
|
|
gptkbp:headquarters
|
gptkb:Omaha,_Nebraska
|
|
https://www.w3.org/2000/01/rdf-schema#label
|
Orion Advisor Services
|
|
gptkbp:industry
|
best technology provider
top 10 RIA firms
|
|
gptkbp:investment
|
active management
alternative investments
passive management
|
|
gptkbp:leadership
|
gptkb:Eric_Clarke
executive team
|
|
gptkbp:market
|
leading provider
|
|
gptkbp:partnership
|
gptkb:TD_Ameritrade
gptkb:aircraft
gptkb:Company
gptkb:Black_Rock
gptkb:Charles_Schwab
gptkb:fund
|
|
gptkbp:platform
|
Orion Compliance
Orion Connect
Orion Trading
|
|
gptkbp:regulatory_compliance
|
FINRA member
SEC registered
|
|
gptkbp:services
|
financial planning
investment management
portfolio management
|
|
gptkbp:social_responsibility
|
community involvement
sustainability initiatives
charitable contributions
|
|
gptkbp:tactics
|
mergers and acquisitions
organic growth
|
|
gptkbp:target_market
|
independent financial advisors
|
|
gptkbp:website
|
https://www.orionadvisors.com
|