Stratos Wealth Partners

Stratos Wealth Partners is an independent, partner owned and operated Registered Investment Advisory (RIA) firm that places client interests at the forefront of every decision made and action taken.

We know that managing your wealth and planning for important goals like retirement, estate planning or the sale of a business can be complex and time consuming. Sound decisions require extensive research, expertise and coordination across multiple financial disciplines. And effective outcomes require a partner you can trust to bring the right experience and resources to bear as you pursue your individual goals

At Stratos Wealth Partners, we define our success by assisting you in pursuing your goals as we afford you an opportunity to experience wealth planning on an entirely new level.

  • Headquartered in Beachwood, Ohio, we have more than 274 affiliated LPL Financial wealth advisors located in 80+ offices throughout 24 states as of 3/31/2019.
  • We boast an infrastructure of an additional 60 executive and support professionals, all of whom assist our advisors in the execution of services and solutions for our clients as of 3/31/2019.
  • Our significant scale and national resources enable our advisors to deliver the highest caliber service, select among the industry’s broadest product platform and develop truly innovative solutions as they build long-term, personal client relationships on a local level.
  • We have $12.6 billion in assets under advisory as of March 31,2019*

*Stratos Wealth Partners, an SEC Registered Investment Advisor, manages over $6 billion in advisory assets, and advises through LPL Financial, over $6.6 billion in brokerage and third-party managed assets for a total of 12.6 billion as of March 31, 2019.

​Barron’s “Top 100 RIA Firms” ranking is based upon quantitative and qualitative criteria including: regulatory records, client retention reports, assets managed, revenue generated, technology spending, number of clients, size and diversity of staff, placement of a succession plan, and more. Investor experience and returns are not considered. Neither Stratos Wealth Partners nor its financial advisors pay a fee to Barron’s in exchange for the ranking.