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IS THIS
YOUR MOMENT?

Every day, we speak with advisors who are exploring new models due to increasing frustration with the limitations of traditional brokerage platforms.
 

Stratos was built to provide a more flexible environment—one that empowers advisors to make decisions that align with their personal and professional goals.


With access to the right resources and operational support, many advisors find opportunities to improve practice efficiency, retain greater control, and better serve their 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.

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At Stratos, we provide the infrastructure, resources, and support to help you focus on what matters most—serving your clients.

What Does Joining
Stratos Looks Like

Choose your business model and location​

Potential for higher income

Potential increased profitability through economies of scale

Recommend customized strategy options to your clients

Develop more meaningful client relationships

Control your own destiny

Partnership
Support Services

Technology

Transitions Support

Compliance

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 Journey Today!

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

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3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​ - Info@stratoswp.com

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Check the background of your financial professional on FINRA's BrokerCheck.

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Stratos Wealth Holdings is a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures. Stratos companies include registered investment advisors Stratos Wealth Partners, Stratos Wealth Advisors, and Stratos Investment Management.

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Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings. 

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Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $13.7 billion in advisory assets, and advises through LPL Financial, over $9.7 billion in brokerage and third party managed assets for a total of $23.4 billion as of March 31, 2025.

 

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $2.6 billion in advisory assets as of March 31, 2025.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.5 billion in advisory assets and over $340 million in third party managed assets as of March 31, 2025.

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $307 million in advisory assets, and advises through LPL Financial, over $672 million in brokerage and third party managed assets for a total of $979 million as of March 31, 2025.

 
 

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Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

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