Your Custodian of Today


Orion empowers advisors with the most comprehensive portfolio accounting service bureau. The company liberates advisors from their back office so they can devote more time to client-building activities and enjoy the relationship side of their business again.

Orion was built by an Advisor, for Advisors, and now administers over $50 billion in assets. The company offers back-office solutions to more than 225 RIAs, Broker-Dealers and Turnkey Asset Managers. Key services include web based portfolio accounting, billing, trade order management, branded mobile apps, and a complete suite of customized performance reports.

Orion is a service provider of Equity Trust Company. It is not an affiliate, agent or representative of Equity Trust Company or any of its affiliates.