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

398

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 entered SEC registration in 2010 and operates as a limited liability company. The firm serves both individuals and families as well as institutional clients and describes itself as a capital allocator that uses third‑party managers alongside in‑house portfolio solutions. Its fee arrangements include asset‑based fees, hourly charges, fixed fees and other fee structures. Advisory services listed by the firm include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting, manager selection, and educational seminars. Stratos identifies as an active ESG investor and maintains industry relationships that span broker‑dealers, other advisers, banks, trust companies, accounting firms and sponsors or general partners of pooled investment vehicles. The firm has been recognized on Barron’s Top 100 RIA list for 2022, 2023, 2024 and 2025.