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Orion Advisor Solutions Partners with EP Wealth Advisors to Expand East Coast Operations

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Orion Advisor Solutions expands its wealthtech solutions with EP Wealth Advisors.

registered investment advisor

OMAHA, Neb., April 10, 2023--Orion Advisor Solutions, the premier provider of transformative wealthtech solutions for fiduciary advisors, has announced its strategic partnership with EP Wealth Advisors, a large registered investment advisor based in California, to expand its operations on the East Coast.

A Registered Investment Advisor (RIA) is an individual financial advisor or a company that provides its clients with financial advice. RIAs are regulated by the Securities and Exchange Commission (SEC) or state securities regulators. They are held to a fiduciary standard, meaning they must act in their clients' best interests at all times.

EP Wealth Advisors has been expanding its operations on the East Coast and has recently acquired several firms in the region. The partnership with Orion Advisor Solutions will further expand their capabilities and provide clients with access to Orion's innovative wealthtech solutions.

Orion Advisor Solutions offers a range of solutions to help financial advisors manage their clients' assets more efficiently. Their platform includes a comprehensive suite of portfolio management, trading, client management, and financial planning tools.

The best financial advisors offer financial planning and investment management for a low fee. Finding the right financial advisor is crucial to achieving your financial goals. You should look for an advisor who is registered with the SEC or state securities regulators and who is held to a fiduciary standard.

The partnership between Orion Advisor Solutions and EP Wealth Advisors is expected to create a more robust platform for financial advisors to better serve their clients. The partnership will also provide advisors with access to a wider range of investment products and tools.

Dominari Holdings (DOMH) said Monday its unit Dominari Financial acquired the broker-dealer and registered investment advisor business of a leading wealth management firm. This acquisition is part of Dominari Holdings' strategy to expand its wealth management business.

Waverly Advisors, LLC (“Waverly”), a registered investment advisor (“RIA”) that specializes in investment management and financial planning, announced the launch of its new website. The website provides clients with access to a range of financial planning tools and resources.

Assets managed in direct indexing products reached $462 billion in the first quarter of 2022, driven by client demand for tax optimization and more customized investment solutions. Direct indexing allows investors to own individual stocks instead of mutual funds or exchange-traded funds.

PRNewswire/ -- IDB Bank ('IDB') and Lido Advisors, LLC ('Lido') today announced the official launch of their strategic partnership and joint venture. The partnership will provide clients with access to a wider range of investment products and services, including wealth management and financial planning.

In conclusion, the partnership between Orion Advisor Solutions and EP Wealth Advisors is a significant development in the wealth management industry. It will provide financial advisors with access to a more robust platform and a wider range of investment products and tools. The partnership will also benefit clients by providing them with better financial planning and investment management services. This is a positive development for the industry and for investors.


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