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PARTNER WITH US
- Why Stratos
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PRACTICE MANAGEMENT
M&A
SERVICES
ABOUT
INSIGHTS
More

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UPCOMING EVENTS

Wed, Jan 22
Shula's Steakhouse - Naples
Preparing Yourself and Your Business for Practice Acquisitions - Naples, FL
Jan 22, 2025, 11:30 AM
Shula's Steakhouse - Naples, 5111 Tamiami Trail N, Naples, FL 34103, USA
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Fri, Jan 24
The Capital Grille
Preparing Yourself and Your Business for Practice Acquisitions - Boca Raton, FL
Jan 24, 2025, 12:30 PM
The Capital Grille, 6000 West Glades Rd, Boca Raton, FL 33431, USA
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3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609 - Info@stratoswp.com

Check the background of your financial professional on FINRA's BrokerCheck.

Stratos Wealth Holdings is a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures. Stratos companies include registered investment advisors Stratos Wealth Partners, Stratos Wealth Advisors, and Stratos Investment Management.

Stratos Wealth Enterprises is the acquisition division of Stratos Wealth Holdings.

Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $12.8 billion in advisory assets, and advises through LPL Financial, over $9.8 billion in brokerage and third party managed assets for a total of $22.6 billion as of June 30, 2024.

Stratos Investment Management, LLC, an SEC Registered Investment Advisor, manages over $1.8 billion in advisory assets as of June 30, 2024.

Stratos Wealth Advisors, LLC, an SEC Registered Investment Advisor, manages over $3.6 billion in advisory assets and over $303 million in third party managed assets as of June 30, 2024.

Stratos Wealth Management DBA LPL Financial, an SEC Registered Investment Advisor, manages over $254 million in advisory assets, and advises through LPL Financial, over $529 million in brokerage and third party managed assets for a total of $783 million as of June 30, 2024.

Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor and a separate entity from LPL Financial. The LPL Financial representative associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AK, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, ME, MD, MI, MN, MO, MS, MT, ND, NE, NH, NJ, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV and WY

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