Assets Under Management
$14.5B
Number of Clients
21,699
Number of Advisors
356
Average Client AUM
$667K
AUM per Advisor
$40.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Stratos Wealth Partners (SWP) offers advisory services through independent contractor IARs. Services include advisor-managed wrap and non-wrap programs, asset allocation, third-party investment advisor programs, and financial planning. SWP has agreements with LPL Financial, Fidelity, and Schwab. SWP also offers sub-advisory services through Stratos Investment Management, LLC (SIM).
3750 Park East Dr, Ste 200, Beachwood, OH, 44122