Morgan Stanley
47yrs
Top advisor by experience in Berwyn
10yrs
Brian Libby has worked in the financial industry for 10 years and is a financial advisor based in Berwyn, Pennsylvania. Brian has been with Orion Portfolio Solutions since 2023; before that, Brian spent two years at Brinker Capital. Brian holds the CFA designation.
At a glance
Experience10 years (since 2016)
How that compares ?More experience than 56% of advisors at Orion Portfolio Solutions
Office1055 Westlakes Drive Suite 250, Berwyn, PA 19312
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$209,904
Advisors at the firm199
States licensed ?1 state
Services through Orion Portfolio Solutions
Investment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFA
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2023 – nowOrion Portfolio Solutions, LLCCurrent firm
- Jan 2022 – Jan 2023Orion Portfolio Solutions, LLCPreviously
- Oct 2020 – Dec 2021Orion Portfolio Solutions, LLCPreviously
- Apr 2019 – Oct 2020Brinker Capital Inc.Previously
Contact Brian
(859) 426-2000Firm headquarters in Omaha, NE. Ask for Brian. 1055 Westlakes Drive Suite 250Berwyn, PA 19312Office · Get directions Instagram pageOrion Portfolio Solutions
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Questions to ask Brian
Tailored to Brian’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Brian
How do I contact Brian?
Call Orion Portfolio Solutions at (859) 426-2000 and ask for Brian Libby. Brian works from the Berwyn, PA office.
How long has Brian been a financial advisor?
Brian has been in the industry since 2016, about 10 years. More experience than 56% of advisors at Orion Portfolio Solutions.
What licenses does Brian hold?
Series 63. Tap any license on this page to see what it allows.
Is Brian a fiduciary?
Brian is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Brian paid?
Orion Portfolio Solutions reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Brian for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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