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TODAY COULD BE YOUR MOMENT

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.

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

2020 Top 100 RIA Firms

#4

NUMBER OF

ADVISORS

#5

NUMBER OF

OFFICES

#7

NUMBER OF

STATES

#9

NUMBER OF

CLIENTS

SERVICES WE OFFER

STRATOS AT-A-GLANCE

87

OFFICES NATIONWIDE

15,000+

CLIENTS SERVED

283

ADVISORS

60

HOME OFFICE STAFF

24

STATES

2008

FOUNDED

Stratos Only Logo - White Text - Solid O

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 and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum. Stratos includes a national network of over 300 experienced financial advisors and financial planning practitioners working across 26 states throughout the country. 

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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 $11.8 billion in advisory assets, and advises through LPL Financial, over $8.4 billion in brokerage and third party managed assets for a total of $20.2 billion as of December 31, 2023.

 

Stratos Investment Management, an SEC Registered Investment Advisor, manages over $1.5 billion in advisory assets as of December 31, 2023.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.6 billion in advisory assets and over $39 million in third party managed assets as of December 31, 2023. 

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $307 million in advisory assets, and advises through LPL Financial, over $492 million in brokerage and third party managed assets for a total of $799 million as of December 31, 2023.

 

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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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