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Every day we speak with advisors who are increasingly dissatisfied with existing brokerage models and desire to make a change.


We’ve built a company that allows you to control your own future and live the life that you want for yourself and your family.

With the right partner and the right support, you’ll retain more revenue and enhance the value of your practice and your clients.

Created With
You In Mind

The way we see it, wealth management is about more than just wealth.


It’s about being able to dive into the work you love. It’s about really watching out for your clients and doing everything in your power to help them achieve their goals. As wealth advisors, you want the freedom to set your own course, execute your own ideas, and be fully invested in your clients’ success.


And, that’s exactly what Stratos lets you do.

Learn More
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At Stratos, we provide you the necessary infrastructure, expertise, resources, and support, so that you can focus on what you do best - serving the needs of your clients.

What Independence
Looks Like

Choose your business model and location

Higher income potential

Potential to Increase profitability through  economies of scale

Recommend highly customized strategy options to your clients

Develop more meaningful client relationships

Work free from the pressure to sell specific products

Build equity in your future as an Owner/Partner

Control your own destiny

Support Services


Transitions Support


Practice Management & Consulting

RIA Advisory Operations

M&A and Succession Planning

Financial Planning

Marketing Consulting

Real Estate Assistance

What Advisors Say...

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Jeff Brown
Founder, BWM Financial

"We are very pleased with the outcome of our decision in 2015 to join this renowned network of financial advisors, which has resulted in the opportunity to scale, grow and increase our services to clients in Southern California. Following the strategic investment in 2020, BWM Financial’s partnership with Stratos ultimately shattered all expectations and provided our team not only with the tools and solutions we needed on executive leadership and M&A fronts, but a true partner with shared values and goals.”

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Greg David
Lexington, SC

“From the beginning of my time with Stratos, Jeff Concepcion and his team at the home office have been true partners in my business.  Their willingness to help and the sincerity shown, has never waivered.  Stratos goes above and beyond in order to try to provide everything that I need for my business and my clients.   The Stratos staff really does make the difference.”

Start Your Independence Today!

Thanks for your interest in Stratos. We will be in touch soon!

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