Emily
Gross

Orion Portfolio Solutions, LLC

CRD#4863504
Investment Advisor
in Omaha, NE

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About this Advisor

Emily Gross is a financial advisor working out of Omaha, Nebraska. Gross is on the advisory team at Orion Portfolio Solutions, LLC. Over the course of their career, Gross has held roles at Principal Financial, Princor Financial, Braver Capital Management, LLC, Northern Lights Distributors, LLC, Beaumont Financial Partners, LLC, Orion Portfolio Solutions and Orion Advisor Solutions, LLC. Gross has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can operate in Nebraska. Orion Portfolio Solutions, LLC is a registered investment company based out of Omaha, NE. The investment advisory business has a total of 326 financial advisors. It manages $53 billion in assets among its 176,366 accounts, making it one of the largest firms in the country by assets under management. The firm serves 20 charitable organizations. Of its 176,366 customer accounts, just 3% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. Orion Portfolio Solutions, LLC has a wide assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules largely are based on the type of services offered. Fee types charged by Orion Portfolio Solutions, LLC most likely are comprised of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

less than 1 year

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

17605 Wright St
Omaha, NE 68130

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Orion Portfolio Solutions, LLC Brokerage Details

Total Assets Under Management

$53,283,016,878

NE Average: $1,978,216,465
Total Number of Employees

326

NE Average: 226
Total Number of Accounts

176,366

NE Average: 7,467
Average Account Size

$302,116

NE Average: $264,928

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Emily Gross Work History

Emily has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Orion Portfolio Solutions

2018 - Present (6 years)

Orion Advisor Solutions, LLC

2018 - 2019 (1 year)

Northern Lights Distributors, LLC

2015 - 2018 (3 years)

Beaumont Financial Partners, LLC

2014 - 2015 (1 year)

Northern Lights Distributors, LLC

2013 - 2013 (< 1 year)

Principal Financial

2013 - 2013 (< 1 year)

Princor Financial

2013 - 2015 (2 years)

Braver Capital Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Emily Gross to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Orion Portfolio Solutions, LLC

Bruce Bischoff
Providence, UT
Christopher Hart
Berwyn, PA
Kevin Cave
Omaha, NE
Jeanna Stecklein
Omaha, NE
Mark Leonard
Omaha, NE
Shaun Kardell
Omaha, NE
Mark Ludmann
Hebron, KY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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