Stratos Wealth Partners, Ltd

RIASEC Registered

Total AUM

$18.6B

Discretionary

$17.8B

96% of AUM

Avg account

$391K

Accounts

47,696

Employees

618

Advisory reps

385

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 that positions itself as a multi-channel wealth manager and capital allocator for both individual/family and institutional clients. The firm is SEC-registered (registration year 2010) and operates as a limited liability company owned by a domestic entity and individuals. Its advisory offering spans financial planning, discretionary and nondiscretionary portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational seminars. Fee arrangements include percentage-of-AUM billing alongside hourly, fixed-fee and other structures. Stratos identifies as an active ESG investor and also acts as a sponsor or managing member of pooled investment vehicles and limited partnerships. Stratos has been recognized in Barron’s Top 100 RIA Firms list for four consecutive years (2022–2025), reflecting recurring industry visibility rather than a one-time mention.