OP
ORION PORTFOLIO SOLUTIONS, LLC
SEC RegisteredMulti-asset class mutual funds that strive to help investors focused on reaching their goals and achieving better outcomes
OMAHA, NEhttps://destinationsfunds.com859-426-2000
Assets Under Management
$25B+
Employees
305
Office Locations
2 offices
Total Accounts
276041
About the firm
Destinations is a comprehensive investment management program utilizing the Destinations Funds to construct a range of risk-based portfolios. The Destinations Funds represent Brinker Capital's multi-asset class investment philosophy, with a portfolio management team that integrates recommendations from investment committees focused on asset allocation and manager selection when choosing sub-advisers.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
High Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsState/Municipal
Areas of expertise
Multi-asset Class InvestingMutual FundsRisk-based PortfoliosAsset AllocationManager SelectionActive And Passive InvestingEtfsDomestic EquityInternational EquityFixed IncomeAlternatives+1 more
Services
Multi-asset class mutual funds constructing a range of risk-based portfolios, featuring a blend of active and passive investments including exchange-traded funds, with sub-adviser selection guided by investment committees focused on asset allocation and manager selection.
Who they serve
Investors focused on reaching their goals and achieving better outcomes
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 166,226 | $19.4B |
| High Net Worth Individuals | 19,151 | $19.5B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 1,154 | $2.1B |
| State/Municipal Entities | 79 | — |
| Insurance Companies | 152 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Brian Spencer Nielsen
GENERAL COUNSEL/SECRETARY
Scott Richard Kubie
VICE PRESIDENT/CHIEF STRATEGIST
Michael Miola
MANAGER
Llc Northstar Financial Services Group
SOLE MEMBER/100% SHAREHOLDER
Michael Miola
MEMBER/MANAGER
Todd Patrick Clarke
CEO/MANAGER
Mark Daniel Applegarth
TREASURER/CONTROLLER
James Duane Anderson
CHIEF SYSTEMS OFFICER
John Russel Vanneman
CHIEF INVESTMENT OFFICER
Ryan Bruce Beach
PRESIDENT
Kylee Marie Pohl
CHIEF COMPLIANCE OFFICER
Brian Spencer Nielsen
MANAGER
Todd Patrick Clarke
TRUSTEE
Inc. Clarkston Holdings
GENERAL PARTNER
Lana Hansen Clarke
OWNER
Office locations
2 offices in 2 states
NE
OMAHAHQ
PA
BERWYN
Advisors at this firm
Showing 100 of 200
Ryan Taylor Alderman
Investment Adviser Representative
Gregory Allison
Investment Adviser Representative
Tucker Jackson Arnett
Investment Adviser Representative
Charles Anthony Aronica IV
Investment Adviser Representative
Angelo David Atenco-Torres
Investment Adviser Representative
Mark Andrew Audrain
Investment Adviser Representative
Naveed Basri
Investment Adviser Representative
Dawn Marie Batho
Investment Adviser Representative
Kylee Marie Beach
Investment Adviser Representative
Noreen Darcy Beaman
Investment Adviser Representative
Ryan Royce Berges
Investment Adviser Representative
Todd M Bertucci
Investment Adviser Representative
Jamie Lynn Blair
Investment Adviser Representative
Tyler Shade Blair
Investment Adviser Representative
Christopher Lee Bosse
Investment Adviser Representative
Nicholas Charles Boylan
Investment Adviser Representative
Matthew Burton Brewsaugh
Investment Adviser Representative
John Peter Browning
Investment Adviser Representative
McBee Nmn Butcher Jr.
Investment Adviser Representative
Brandon Joseph Barahona
Investment Adviser Representative
Braden Gene Beiermann
Investment Adviser Representative
Zachary John Bereznak
Investment Adviser Representative
Kyle Arthur Booras
Investment Adviser Representative
Aidan Thomas Boyle
Investment Adviser Representative
Matthew Joseph Breunig
Investment Adviser Representative
Jeffrey Scott Canfield Jr
Investment Adviser Representative
Meghan Elizabeth Castinado
Investment Adviser Representative
Kevin Leroy Cave
Investment Adviser Representative
Todd Patrick Clarke
Investment Adviser Representative
Phillip Lee Colling
Investment Adviser Representative
Ashley Constance Calabretto
Investment Adviser Representative
Jeffrey Francis Carne
Investment Adviser Representative
Jacob Thomas Childers
Investment Adviser Representative
Tammy Jo Christensen
Investment Adviser Representative
Jackson Clark
Investment Adviser Representative
Eric Clarke
Investment Adviser Representative
Avery Chapman Cook
Investment Adviser Representative
Riley Michael Coy
Investment Adviser Representative
William C Crum
Investment Adviser Representative
Colin Gerald Danahy
Investment Adviser Representative
William Dixon
Investment Adviser Representative
Ryan Scott Donovan
Investment Adviser Representative
Julia Qiaqia Daly
Investment Adviser Representative
Isabella Maria Desimone
Investment Adviser Representative
Cade Allen Denazario Akers
Investment Adviser Representative
Anthony John Dimona Jr
Investment Adviser Representative
James Joseph Dooling III
Investment Adviser Representative
Ryan P Dressel
Investment Adviser Representative
Dylan Dwyer
Investment Adviser Representative
Douglas Vincent Eatough
Investment Adviser Representative
Mickey Lee Ellison
Investment Adviser Representative
Joseph Nicolo Eplite
Investment Adviser Representative
Brian Michael Ferko Mr.
Investment Adviser Representative
Patrick Donald Ferrer
Investment Adviser Representative
Spencer James Fleming
Investment Adviser Representative
Michael Wilford Forker
Investment Adviser Representative
Benjamin Mark Frantz
Investment Adviser Representative
Michael Francis Frascone
Investment Adviser Representative
Gene Mennen Frerichs
Investment Adviser Representative
Nicholas Ryan Fabiano
Investment Adviser Representative
Cameron Fewkes
Investment Adviser Representative
Trenton Kamaehuokalani Funn
Investment Adviser Representative
Jessica Cecilia Garcia Navarro
Investment Adviser Representative
Bryan Daniel Gelster
Investment Adviser Representative
Emily Lynn Gross
Investment Adviser Representative
William Frank Girton
Investment Adviser Representative
Andrew James Glaser
Investment Adviser Representative
Andrew Jacob Goins
Investment Adviser Representative
Maximiliano Gomez-Guzman
Investment Adviser Representative
Gabriella Marie Gonzalez
Investment Adviser Representative
Daniel Christopher Gorman
Investment Adviser Representative
Robert Alastair Zeved Gregory
Investment Adviser Representative
Bryant Marc Grimminger
Investment Adviser Representative
Brittney Hageman
Investment Adviser Representative
Kyle Hahn
Investment Adviser Representative
Erik Michael Hardin
Investment Adviser Representative
Christopher Pennock Hart
Investment Adviser Representative
Jeremy Lawrence Hersch
Investment Adviser Representative
Eric James Hoff
Investment Adviser Representative
John Michael Hoffman Jr
Investment Adviser Representative
Sean McCune Hollingshead
Investment Adviser Representative
Christopher Patrick Horan
Investment Adviser Representative
Joel Brent Hurst
Investment Adviser Representative
Alexander Walter Hall
Investment Adviser Representative
Ashley Marie Heinzman
Investment Adviser Representative
Michael Ann Henne
Investment Adviser Representative
Jose Miguel Herrera
Investment Adviser Representative
Timothy Arthur Holland
Investment Adviser Representative
Kyle Robert Hosch
Investment Adviser Representative
Molly Elizabeth Housand
Investment Adviser Representative
Andrea J Iseminger
Investment Adviser Representative
Brendan M Jones
Investment Adviser Representative
Libin James Jacob
Investment Adviser Representative
Natalie J James
Investment Adviser Representative
Michael T Jeffries
Investment Adviser Representative
Austin Robert Johnson
Investment Adviser Representative
Shaun Douglas Kardell
Investment Adviser Representative
Gregory King
Investment Adviser Representative
Nicole Laurel Kramer
Investment Adviser Representative
Justin Eugene Kullman
Investment Adviser Representative
Regulatory & compliance
CRD number
#107975
SEC Number
801-57265
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee / Performance-based
| Asset tier | Annual rate |
|---|---|
| First $100,000.00 | 0.35% |
| $100,000.01 to $250,000.00 | 0.30% |
| $250,000.01 to $1 million | 0.20% |
| Over $1 million | 0.10% |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Website
destinationsfunds.comPhone
859-426-2000Editorial disclosure
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ORION PORTFOLIO SOLUTIONS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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