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STRATOS NAMEDTO BARRON'S TOP 100 RIA FIRMS

Writer: Kevin ElvingtonKevin Elvington

Updated: Dec 3, 2021


Stratos Wealth Partners, a Stratos Wealth Network company, has been named to Barron’s 2020 list of the country’s Top 100 RIA Firms. In addition, Stratos ranks #4 in number of advisors, #5 in number of offices, and #7 in number of states.


“On behalf of the entire Stratos family, we are honored to be named by Barron’s as one of the top RIA firms in the country,” says Founder & CEO, Jeff Concepcion. “Our success has been due to our daily commitment to helping advisors do what they do best – serving the needs of their clients.”


Stratos Wealth Partners advisors manage over $7.9 billion in advisory assets. In addition, the advisors at Stratos Wealth Partners are also registered with LPL Financial and service

$6.9 billion in brokerage assets. Securities offered through LPL Financial, member FINRA/SIPC. All entities are separate and not affiliated with LPL Financial.


Each year Barron’s produces their list of top firms to help investors find quality financial guidance based on a number of qualitative and quantitative components, including

assets under management, the size and experience of their advisory teams, and the regulatory records of the firms and their advisors.



 
 
 

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3750 Park East Drive - Beachwood, OH 44122

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

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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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