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

402

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 organized as an LLC and operating since 2010. The firm functions as a capital allocator for a mix of individual, family and institutional clients and offers a broad advisory menu: financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, third‑party manager selection and educational workshops. Fee arrangements include asset‑based fees alongside hourly and fixed‑fee engagements. The firm identifies as an active ESG investor and maintains industry ties spanning broker‑dealers, banking and trust firms, accounting relationships and roles as sponsor or managing member for pooled vehicles. Stratos is also positioned to place client capital with external managers rather than relying solely on in‑house strategies; that capital allocator role shows up in their sponsorship activity and their stated use of third‑party alternative managers.