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.
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...
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.”
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.”