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Assets At Orion Advisor Services Reach $200 Billion After Acquisition News

Orion Advisor Services has added $15 billion since news emerged that it is to be acquired by TA Associates.
The portfolio accounting service provider, Orion Advisor Services, has surpassed the $200 billion milestone in aggregate financial advisor assets.
The news comes on the heels of the firm’s announcement of its pending acquisition by TA Associates as part of the latter firm's purchase of the NorthStar Financial Services Group (see more on that here).
“The recent TA deal has us more fired up than ever to serve our current advisor partners and look to augment existing services in new and innovative ways,” said Eric Clarke, president of Orion Advisor Services.
Orion said it plans to use the capital infusion by TA Associates to “fuel acquisitions” and strengthen technology infrastructure and client service.
The firm was founded in 1999 and works with over 550 advisory firms.