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Stratos Named to Barron's Top 40 RIA Firms

Writer's picture: Kevin ElvingtonKevin Elvington

Barron’s has announced that Stratos Wealth Partners has been included in their 2018 list of the country's Top 40 RIA Firms. This award recognizes elite firms across the country that demonstrate steady growth, both organic as well as through mergers and acquisitions of smaller Registered Investment Advisor (RIA) firms. The award has jumped from recognizing 20 tops firms in 2016, and 30 in 2017, to 40 in 2018 to make room for the “explosive growth” of firms this year.

In addition, Barron's ranked Stratos #2 in number of advisors, #3 in number of offices, and #5 in number of states.

Under the leadership of Founder and CEO, Jeff Concepcion, Stratos has grown from $700 million in client assets in 2009 to approximately $7.7 billion in AUA, plus an additional $5.6 billion in brokerage assets with LPL Financial. Stratos consists of over 260 advisors, 60 home office staff, and has over 87 offices, in 24 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 Jeff. "Our success has been due to our daily commitment to helping advisors do what they do best – serving the needs of their clients.”




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Stratos Wealth Partners, Wealth Management, Financial Planner, Financial Advisors

3750 Park East Drive - Beachwood, OH 44122

Office: (866) 553-9882 - Fax: (440) 505-5609​​​

Info@stratoswp.com

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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.

*On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee’s consideration. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client’s experience and is not indicative of our firm’s future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron’s. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron’s weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

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