Orion Brinker Capital: Detailed Company Information & Corporate Profile
Summary
Orion Brinker Capital, founded in 1987, is a finance subsidiary headquartered in Berwyn, PA that delivers a comprehensive suite of investment management solutions. Its specialties span unified managed account platforms, separately managed accounts, mutual fund wrap programs, absolute return strategies, private client group services, institutional investments, and retirement plan offerings.
With a workforce between 1,000 and 5,000 employees, the firm reports annual revenue in the $100 million to $500 million range and operates within the Delaware Valley DMA. SIC codes 6411 (Investment Banking) and 6199 (Other Financial Services) reflect its core activities.
The leadership roster features Matthew Mileski and Michael Frascone as Regional Vice Presidents; Tom Wilson, Senior Vice President of Wealth Advisory; Phil Green, CFO & Partner; Greg Verfaillie, Managing Director; Miguel Herrera, Senior Investment Strategist. Supporting roles include Christopher Hart in investment due diligence, Mark Yoder in portfolio management, Robert Gregory as a senior portfolio specialist, and additional staff across operations, marketing, and advisory functions.
| Orion Brinker Capital Website | brinkercapital.com |
| Social Links |    |
| Phone Number | 610-407-5500, (610)879-5500 |
| Industries | |
| Orion Brinker Capital Headquarters Address | 1055 Westlakes Drive, Berwyn, PA, 19312 US |
| Company Size | 1000-5000 employees |
| Specialities & Services | Investment Management, Unified Managed Account Platform, Separately Managed Accounts, Mutual Fund Wrap Program, Absolute Return, Private Client Group, Institutional Investments, Retirement Plan Services |
| SIC Code | 6411, 6199 |
| NAICS Code | 524210 Insurance Agencies and Brokerages, 524291 Claims Adjusting, 524292 Third Party Administration of Insurance and Pension Funds, 524298 All Other Insurance Related Activities |
| DMA Code | Delaware Valley |
| Founded | 1987 |
| Operating Status | Subsidiary |
| Updated: | 2026-09-08 |
Competitors
Name | Founded | Type | Employees |
|---|---|---|---|
| 1984 | Partnership | 25 - 100 | |
| 1996 | Public Company | 500 - 1.0K | |
| 1971 | Privately Held | 1.0K - 5.0K | |
| 1933 | Privately Held | 500 - 1.0K |
Estimated Website Traffic
The chart shows a decline in traffic to the brinkercapital.com website. In August, traffic decreased to 2302, compared to 4184 in the previous month. The highest traffic in 2026 was recorded in January, reaching 8794 visits.
Workforce Turnover
Length of Employment
Orion Brinker Capital's workforce includes employees across a wide range of tenure levels.
4% have been with the company for 3 to 4 years11% have been with the company for 5 to 7 years11% have been with the company for 8 to 10 years74% have been with the company for more than 11 years
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Orion Brinker Capital Corporate Information: FAQ
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