Wealth Manager
    SEC Registered
    Manages Private Funds

    Stratos Wealth Partners, Ltd

    Registered investment advisor · Beachwood, Ohio · CRD #153184

    Assets Under Management
    $18.6B
    Client Accounts
    47,696
    Employees
    618
    CRD Number
    153184
    Registration
    SEC Registered
    Custodian
    Lpl Financial Llc, Fidelity Brokerage Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Stratos Wealth Partners, Ltd

    Stratos Wealth Partners, Ltd is a SEC-registered investment advisory firm headquartered in Beachwood, Ohio, managing approximately $18.6B in regulatory assets across 47,696 client accounts. The firm's full regulatory record is filed with the SEC under CRD #153184.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Stratos Wealth Partners, Ltd

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Stratos Wealth Partners, Ltd's AUM?

    Stratos Wealth Partners, Ltd reports approximately $18.6B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stratos Wealth Partners, Ltd headquartered?

    Stratos Wealth Partners, Ltd is headquartered in Beachwood, Ohio.

    What is Stratos Wealth Partners, Ltd's CRD number?

    Stratos Wealth Partners, Ltd's CRD number is 153184. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Stratos Wealth Partners, Ltd manage?

    Stratos Wealth Partners, Ltd manages approximately 47,696 client accounts according to its latest SEC filing.

    Is Stratos Wealth Partners, Ltd SEC registered?

    Yes, Stratos Wealth Partners, Ltd is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Ohio

    Fort Washington Investment Advisors Inc
    Cincinnati, OH · $93.5B AUM
    Nationwide Fund Advisors
    Columbus, OH · $83.1B AUM
    Meeder Public Funds, Inc.
    Dublin, OH · $64.1B AUM
    Mai Capital Management, LLC
    Cleveland, OH · $52.1B AUM
    Clearstead; Clearstead Advisory Solutions
    Cleveland, OH · $33.9B AUM
    Sequoia Financial Group, L.L.C.
    Akron, OH · $32.2B AUM
    See all top RIA firms in Ohio →

    Research firms like Stratos Wealth Partners, Ltd at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial