Orion Portfolio Solutions, LLC

Investment Advisor
in Berwyn, PA

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About this Advisor

Christopher Hart is a financial advisor working in Berwyn, Pennsylvania. Hart is on the advisory team at Orion Portfolio Solutions, LLC. Over the course of their career, they have held roles at Orion Portfolio Solutions, Guardian Investor Services, LLC and Brinker Capital. Hart maintains Series 63 and Series 66 licenses, certifying them as a securities broker, and is able to operate in Nebraska. Orion Portfolio Solutions, LLC is a registered investment business operating out of Omaha, NE. The firm has a total of 326 employees. It administers $53 billion in assets under management among its 176,366 accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm provides services to 20 charitable organizations. Of its 176,366 accounts, just 3% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The company performs a number of services, such as 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. Fees charged by financial advisors usually are based on which services are provided. However, fee types billed by Orion Portfolio Solutions, LLC most likely consist of some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 66

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

1055 Westlakes Drive Suite 250
Berwyn, PA 19312

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Orion Portfolio Solutions, LLC Brokerage Details

Total Assets Under Management


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


PA Average: 226
Total Number of Accounts


PA Average: 7,467
Average Account Size


PA 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

Christopher Hart Work History

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

2022 - Present (2 years)

Orion Portfolio Solutions

2014 - Present (10 years)

Brinker Capital

2013 - 2013 (< 1 year)

Guardian Investor Services, 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.


Please visit the SEC profile of Christopher Hart 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

Emily Gross
Omaha, NE
Joseph Mannschreck
Omaha, NE
Kyle Wildemore
Omaha, NE
Christopher Hart
Berwyn, PA
Kevin Cave
Omaha, NE
Shaun Kardell
Omaha, NE
Mark Leonard
Omaha, NE

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

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