Stratos Wealth Partners Recognized as a Barron’s Top RIA Firm For Sixth Consecutive Years
BEACHWOOD, Ohio, Sept. 28, 2023 — Stratos Wealth Partners (Stratos) today announced it was named to Barron's Top 100 RIA Firms for the sixth consecutive year. The firm earned the No. 29 spot on the 2023 ranking.
The annual list is based on a 102-question survey on a firm's assets, revenue, advisor growth and client retention. The methodology includes qualitative factors including experience, degrees, diversity, charitable work and compliance records.
"Our continued presence on this prestigious list is a testament to the hard work and dedication of our advisors and team members who enabled our growth and success," said Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, part of Stratos Wealth Holdings.
Stratos Wealth Partners was also recently recognized by CityWire as one of the fastest-growing RIAs in Ohio, and Stratos President Lou Camacho was recognized by Crain's Cleveland Business as a Notable Latino Leader.
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, and strategic resources, as well as an infrastructure allowing advisors the flexibility to develop and grow their business. Since its founding, Stratos has grown to 279 independent advisors, has 73 home office staff, and has more than 115 locations in the United States.
Stratos Wealth Partners, Ltd. applied for the award by submitting a questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. For the full methodology of the award, please click here.
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.