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STRATOS WEALTH PARTNERS NAMED TO CITYWIRE'S 50 GROWERS ACROSS AMERICA FOR OHIO

  • Writer: Kevin Elvington
    Kevin Elvington
  • Sep 28, 2023
  • 2 min read

August 18, 2023


BEACHWOOD, OHIO, Aug. 18, 2023 — Stratos Wealth Partners (Stratos), a registered investment advisor, today announced it has been named to CityWire's 50 Growers Across America, which recognizes the fastest-growing RIAs in the country. Stratos was ranked as a runner-up among Ohio firms.


CityWire launched its 50 Growers in America project in 2020 to spotlight planning-centric Registered Investment Advisors (RIAs) making strides in their respective markets. The project’s methodology involves analyzing growth over a specific timeframe to identify the firms at the forefront of industry evolution. The list was created using percentage growth in AUM, monetary growth in AUM and percentage growth in employees.


"We are incredibly honored to be recognized by CityWire as a fast-growing RIA in Ohio. Our unwavering dedication to fostering growth and excellence in the advisory field remains a cornerstone of Stratos’ mission," said Jeff Concepcion, Founder and CEO of Stratos. "We have been fortunate as a firm to have been successful in growing organically and through M&A activity including full buyouts and minority stakes in firms ranging from smaller affiliated firms to multi-billion-dollar international wealth managers. We could not have achieved this without the effort and dedication of Stratos team members."


About Stratos Wealth Partners

Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $10.8 billion in advisory assets, and advises through LPL Financial, over $8.1 billion in brokerage and third-party managed assets for a total of $18.9 billion as of June 30, 2023. Stratos offers operational, strategic and a reliable infrastructure allowing advisors the flexibility to develop and grow their business. Since its founding, Stratos has grown to 290 independent advisors, has 73 home office staff, and has more than 100 locations in the United States.


Securities offered through LPL Financial, Member FINRA/SIPC.


Investment advice offered through Stratos Wealth Partners, Ltd,a registered investment advisor. Stratos Wealth Partners and LPL Financial are separate entities.


On August 13, 2023, Stratos Wealth Partners, Ltd. ranked 3rd, as a runner up in Ohio, on the CityWire’s 50 Growers Across America 2023. Stratos Wealth Partners, Ltd. didn’t apply for inclusion in this list. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the list. The list is not indicative of our firm’s future performance. The list was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with CityWire. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. For the full methodology or the list, please click here.


 
 
 

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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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