Orion Advisor
Orion Advisor provides technology and accounting services through implementation and conversion, brokerage dealer, client communication, and tax repor...Read more
Market Share of Orion Advisor
Current Customer(s)
1480
Market Share (Est.)
7.75%
Ranking
#4
Top Competitors and Alternatives of Orion Advisor
The top three of Orion Advisor’s competitors in the Investment And Finance Services category are Q4 with 29.51%, Morningstar with 16.55%, Coinbase with 12.00% market share.
Popular Comparisons
Top Competitors and Alternatives of Orion Advisor
The top three of Orion Advisor’s competitors in the Investment And Finance Services category are Q4 with 29.51%, Morningstar with 16.55%, Coinbase with 12.00% market share.
Orion Advisor vs Q4
Orion Advisor vs Morningstar
Orion Advisor vs Coinbase
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Customers of Orion Advisor
Around the world in 2025, over 1480 companies have started using Orion Advisor as Investment And Finance Services tool.
| Customers | Employee Range | City | Region | Country | Social Links |
|---|---|---|---|---|---|
| City National Bank Of Florida | 5,000 - 9,999 | Miami | Florida | United States |     |
| Mariner Wealth | 1,000 - 4,999 | Overland Park | Kansas | United States | |
| Orion Advisor Solutions | 1,000 - 4,999 | Omaha | Nebraska | United States | |
| City National Private | 1,000 - 4,999 | Coral Gables | Florida | United States | |
| Optivest Wealth Management | 500 - 999 | Dana Point | California | United States | |
| Benjamin F. Edwards | 500 - 999 | St. Louis | Missouri | United States | |
| Nicolet National Bank | 500 - 999 | Green Bay | Wisconsin | United States | |
| Buckingham Strategic Wealth | 500 - 999 | St. Louis | Missouri | United States | |
| Beacon Capital Management | 500 - 999 | Dayton | Ohio | United States | |
| Buckingham Wealth Partners | 500 - 999 | St. Louis | Missouri | United States | |
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Orion Advisor Customers by Products and Services
The top three products and services offering customers that use Orion Advisor for Investment And Finance Services are Financial Planning (255), Retirement Planning (185), Investment Management (180).
Customers
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Orion Advisor Customers by Employee Size
The majority of Orion Advisor's customers for the investment-and-finance-services category fall in the company size of 0 - 9 employees (912 companies), 20 - 49 employees (368 companies), 100 - 249 employees (64 companies).
Employee Size
Orion Advisor Customers by Geography
The top three geographies of Orion Advisor for investment-and-finance-services are the United States with 1475(99.66%), Italy with 1(0.07%), United Kingdom with 1(0.07%) customers respectively.
Customers
Employees of Orion Advisor
Also see other Products/Services by Orion Advisor in:
FAQ
Find answers to the most often asked questions by users.
Who are the top Orion Advisor competitors?
Orion Advisor’s Top competitors in the investment-and-finance-services category are Q4, Morningstar, Coinbase. You can view a full list of Orion Advisor competitors here. 6sense uses advanced data mining and AI algorithms to track customers and competitors of Orion Advisor and 40,000 other technologies on the internet. You can also compare Orion Advisor and its feature with top competitors here : Orion Advisor vs Q4 Orion Advisor vs Morningstar Orion Advisor vs Coinbase.
What is Orion Advisor customer distribution based on company size?
What is Orion Advisor market share in the investment-and-finance-services?
What are the top countries that use Orion Advisor?
What are the top industries that use Orion Advisor?
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