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

386

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 operating as an LLC that serves both wealthy individuals and institutional clients. The firm functions as a capital allocator, building portfolios directly and through third-party managers, and offers a mix of financial planning, discretionary portfolio management for individuals and businesses, pension-related consulting, manager selection, and educational workshops. Fee arrangements include asset-based fees alongside hourly and fixed-fee engagements. Stratos reports being an active ESG investor and maintains industry relationships across broker-dealers, trust companies, banks, accountants, and sponsor roles for pooled vehicles. The firm has appeared on Barron’s Top 100 RIA list for four consecutive years (2022–2025).