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Stratos Named to Barron's Top 40 RIA Firms

Writer's picture: Kevin ElvingtonKevin Elvington

Barron’s has announced that Stratos Wealth Partners has been included in their 2018 list of the country's Top 40 RIA Firms. This award recognizes elite firms across the country that demonstrate steady growth, both organic as well as through mergers and acquisitions of smaller Registered Investment Advisor (RIA) firms. The award has jumped from recognizing 20 tops firms in 2016, and 30 in 2017, to 40 in 2018 to make room for the “explosive growth” of firms this year.

In addition, Barron's ranked Stratos #2 in number of advisors, #3 in number of offices, and #5 in number of states.

Under the leadership of Founder and CEO, Jeff Concepcion, Stratos has grown from $700 million in client assets in 2009 to approximately $7.7 billion in AUA, plus an additional $5.6 billion in brokerage assets with LPL Financial. Stratos consists of over 260 advisors, 60 home office staff, and has over 87 offices, in 24 states.

“On behalf of the entire Stratos family, we are honored to be named by Barron’s as one of the top RIA firms in the country,” says Jeff. "Our success has been due to our daily commitment to helping advisors do what they do best – serving the needs of their clients.”




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3750 Park East Drive - Beachwood, OH 44122

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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.

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

Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $12.8 billion in advisory assets, and advises through LPL Financial, over $9.8 billion in brokerage and third party managed assets for a total of $22.6 billion as of June 30, 2024.

 

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $1.8 billion in advisory assets as of June 30, 2024.

 

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.6 billion in advisory assets and over $303 million in third party managed assets as of June 30, 2024. 

 

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $254 million in advisory assets, and advises through LPL Financial, over $529 million in brokerage and third party managed assets for a total of $783 million as of June 30, 2024.

 
 

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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