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THINKING OF M&A?

​At Stratos, there are many M&A options from a minority investment to a complete acquisition. We work with you to find the best option for you, your employees, and your clients.

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What M&A Looks Like At Stratos

Jeff Brown, President

Brown Wealth Management

Chad A. Warrick, Co-President & CEO

Jason Print, CFP®, Co-President & CEO

Summit Wealth Partners

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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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