Stratos Wealth Partners, Ltd

RIASEC RegisteredEst. 2010

Total AUM

$18.6B

Discretionary

$17.8B

96% of AUM

Avg account

$391K

Accounts

47,696

Employees

618

Advisory reps

393

Firm details

Headquarters: Beachwood, Ohio
CRD number: 153184
Registered since: June 4, 2010
Website: www.stratoswealthpartners.com
Custodians: LPL FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI63.68%
Individuals30.48%
Corporations / Businesses3.77%
Charitable Organizations1.52%
Pension & Profit Sharing Plans0.41%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Stratos Wealth Partners, Ltd is an independent registered investment adviser formed in 2010 and organized as an LLC. The firm acts as a capital allocator for both individual and institutional clients and provides a mix of financial planning, portfolio management (for individuals, small businesses and institutions), pension consulting, manager selection, and educational programming. Stratos reports being an active ESG investor and operates with fee arrangements that include asset-based fees, hourly and fixed charges. The firm also maintains several industry relationships across broker-dealers, banks, trust companies, accounting firms and acts as sponsor or general partner of pooled investment vehicles. Stratos has earned repeated recognition from Barron’s, appearing on its Top 100 RIA list for 2022, 2023, 2024 and 2025.