About Stratos Wealth Partners
Jeffrey Concepcion, Founder and CEO, launched Stratos Wealth Partners in November of 2008 to fulfill a growing need among experienced, sophisticated advisors and their accomplished clients. Jeff, like many others, had become increasingly dissatisfied with existing brokerage models that made it more and more difficult for advisors to place their clients’ interests first.
Stratos Wealth Partners provides advisors and their clients with a distinct wealth management experience. One that effectively elevates all aspects of the financial and investment management experience for clients seeking more personalized concierge level service and comprehensive thought leadership. Stratos provides access to a wide range of financial products and strategies available in the marketplace today.
Stratos provides the infrastructure, resources and support necessary to allow financial advisors to focus on their core competency—advising their clients. And that, in turn, can allow their clients to focus more time and energy on their own passions in life.
Stratos Wealth Partners Highlights
- Headquartered in Beachwood, OH
- SEC Registered Investment Advisory (RIA) firm
- Manages over $1.25 billion in advisory assets as of December 31, 2021
- 87 Office Locations in 24 States, with 274 advisors nationwide
- Independent investment advisory firm, with no obligations to investment product manufacturers, and no cross-sell quotas or home-office directives that may lead to conflicts of interest
- Barron's Top RIA 100 Firms in America* 2018-2021
For more information about Stratos Wealth Partners, click here.
*The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has three major components: assets, managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of Clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.