

Share Your Opinion
Anonymously Rate Your Experience & Make Work BetterWomen at Orion Advisor Services, LLC have rated Executive Team, CEO Rating, and Environment as the highest categories they have scored
Orion Advisor Services, LLC employees are 26% more likely to recommend Orion Advisor Services, LLC as a great place to work
| 53% | Promoters |
|---|---|
| 20% | Passives |
| 27% | Detractors |
Working at Orion Advisor Services, LLC is rated highly by 17 employees, across various culture dimensions. Orion Advisor Services, LLC employees are most satisfied about CEO Rating, Executive Team, and Leadership categories, putting Orion Advisor Services, LLC’s culture in the Top 5% compared to similar sized companies on Comparably and in the Top 10% compared to other companies in Omaha, NE. See below in detail how working at Orion Advisor Services, LLC was rated by employees.
Overall Company Culture at Orion Advisor Services, LLC is rated A+
Last updated months ago
Orion Advisor Services, LLC ranks in the Top 5% of other companies on Comparably with 501-1,000 Employees for Overall Company Culture Score
Share Your Opinion
Anonymously Rate Your Experience & Make Work BetterOut of 28 Orion Advisor Services, LLC employee reviews, 96% were positive. The remaining 4% were constructive reviews with the goal of helping Orion Advisor Services, LLC improve their work culture.
| Positive Reviews | 96% |
|---|---|
| Constructive Feedback | 4% |
What did you like most about the interview process?The interviews were with small groups of very supportive potential team members. I caught the vibe of Orion right away.
What is most positive about the culture and environment at your company?I think the most positive thing about Orion's culture is the ability to fail. We're pushed to innovate and sometimes that means we fall on our face - but my manager and team members know this and make it a safe place to fail, learn, and get better.
What are some of the best things about your team?I love how professional and helpful my team is! They fully support the WFH model and help our team succeed in it.
Why do you feel undervalued and what would make you feel better about your compensation?The pay is not equitable to the market value of similar positions in the area.
The nation's largest privately held portfolio accounting service bureau for financial advisors
We exist to create technology that frees our advisors to connect with their clients and live life following their passions.
To come up with innovative, advanced solutions to problems you face every day.
| Headquarter | Omaha, NE 68130 United States of America |
|---|---|
| Website | www.orionadvisor.com |
| Founding Date | 1999 |
| Tel | 402-496-3513 |
17 employees at Orion Advisor Services, LLC have reviewed Orion Advisor Services, LLC across various culture dimensions, providing their opinions on items ranging from executive ratings to the pace at work. The latest review was months ago.
Overall, the 17 Orion Advisor Services, LLC employees give their leadership a grade of A+, or Top 5% of similar size companies on Comparably. This includes specific ratings of their executive team, CEO, and manager.
Employees at Orion Advisor Services, LLC are generally satisfied with their total compensation at Orion Advisor Services, LLC, which includes a combination of pay, stock and equity, and benefits.
Overall, employees at Orion Advisor Services, LLC are extremely happy with their team. 17 Participants grade the quality of their coworkers an A+. The majority believe the meetings at Orion Advisor Services, LLC are effective, and the majority look forward to interacting with their coworkers.
The majority of employees at Orion Advisor Services, LLC believe the environment at Orion Advisor Services, LLC is positive. Most Participants believe the pace of work at Orion Advisor Services, LLC is moderate. About 89% of the employees at Orion Advisor Services, LLC work 8 hours or less.
Overall, the employees at Orion Advisor Services, LLC are happy, based on their aggregated ratings of future outlook, customer perception, and their excitement going to work.

The prevailing opinion from Comparably users in Omaha, NE about their company is that it was very prepared on their first day. Omaha, NE employees concluded that their overall onboarding experience was positive. 66% said their direct manager was helpful with their acclimation during the first 90 days. First impressions are important, and how prepared a company is on your first day leaves a lasting impression.
Employees’ understanding of Orion Advisor Services, LLC's KPIs and OKRs is essential for its success. Out of 1 Orion Advisor Services, LLC employees who’ve answered, “Are your company’s goals clear and are you invested in them?” 1 have said yes.
Eric’s approval rate is in the Top 5% of all CEOs of similar-sized companies on Comparably, and in the Top 5% compared to the CEOs of all other companies in Omaha, NE. Orion Advisor Services, LLC’s CEO is highly regarded especially by Caucasian employees, employees with Over 10 Years experience, and Female employees. Under Clarke’s leadership, Orion Advisor Services, LLC employee respondents are most happy about their Executive Team and the company’s Leadership. Professional Development and Perks And Benefits are two areas, according to respondents, where Orion Advisor Services, LLC could stand to see real improvement.
The Orion Advisor Services, LLC Executive Team is rated an “A+” and led by CEO Eric Clarke, CFO Daniel Applegarth, and Chief Operations Officer Seth McCune
Eric Clarke CEO / President
Eric Clarke serves as the CEO / President of Orion Advisor Services, LLC.
Daniel Applegarth serves as the CFO of Orion Advisor Services. Daniel started at Orion Advisor Services in October of... read more
Seth McCune Chief Operations Officer
Seth McCune serves as the Chief Operations Officer of Orion Advisor Services. Seth started at Orion Advisor Services in... read more
Kelly Waltrich Chief Marketing Officer
Kelly Waltrich serves as the Chief Marketing Officer of Orion Advisor Services. Kelly started at Orion Advisor Services... read more
Jina Horton VP Business Development
Jina Horton serves as the VP Business Development of Orion Advisor Services. Jina started at Orion Advisor Services in... read more
Joel Hurst Vice President of Business Development
Joel Hurst serves as the Vice President of Business Development of Orion Advisor Services. Joel started at Orion Advisor... read more
Ben Frantz VP of Business Development
Ben Frantz serves as the VP of Business Development of Orion Advisor Services. Ben started at Orion Advisor Services in... read more
Kyle Hiatt EVP Business Development
Kyle Hiatt serves as the EVP Business Development of Orion Advisor Services. Kyle started at Orion Advisor Services in... read more
How much do people at Orion Advisor Services, LLC get paid? See the latest salaries by department and job title. The average estimated annual salary, including base and bonus, at Orion Advisor Services, LLC is $91,342, or $43 per hour, while the estimated median salary is $96,486, or $46 per hour.
At Orion Advisor Services, LLC, the highest paid job is a Sales Manager at $120,146 annually and the lowest is a CS Rep at $44,354 annually. Average Orion Advisor Services, LLC salaries by department include: Sales at $112,105, Customer Support at $57,144, IT at $104,691, and Design at $81,322. Half of Orion Advisor Services, LLC salaries are above $96,486.
10 employees at Orion Advisor Services, LLC rank their Compensation in the Top 30% of similar sized companies in the US (based on 32 ratings) while 10 employees at Orion Advisor Services, LLC rank their Perks And Benefits in the Top 40% of similar sized companies in the US (based on 10 ratings).
Last updated months ago.
| Summary | Salary Range | Percentile |
|---|---|---|
1st Percentile $60k | $60k | 1st Percentile |
17th Percentile $78k | $78k | 17th Percentile |
33rd Percentile $89k | $89k | 33rd Percentile |
50th Percentile $143k | $143k | 50th Percentile |
67th Percentile $194k | $194k | 67th Percentile |
83rd Percentile $257k | $257k | 83rd Percentile |
100th Percentile $261k | $261k | 100th Percentile |
* Estimated salaries Estimated salaries are based on data provided anonymously by employees and/or estimated by other statistical methods.
The Diversity score provides insights into how diverse employees feel and rate their work experience at Orion Advisor Services, LLC across various culture dimensions.
Orion Advisor Services, LLC's PTO and Vacation policy typically gives 15-20 days off a year.

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Who is the CEO of Orion Advisor Services, LLC?
Orion Advisor Services, LLC CEO is Eric Clarke, their score by employees is 80
What is Orion Advisor Services, LLC eNPS?
The eNPS for Orion Advisor Services, LLC is 26
What is the salary for DevOps in Orion Advisor Services, LLC?
DevOps average salary in the US is 117k
What are the salaries in the Engineering in Orion Advisor Services, LLC?
The average salaries for Engineering in Orion Advisor Services, LLC is 116k
What are the benefits at Orion Advisor Services, LLC?
Orion Advisor Services, LLC perks and benefits are 401K / Retirement Plan