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Stratos Wealth Partners Recognized as a Barron’s Top RIA Firm For Sixth Consecutive Years

Writer's picture: Kevin ElvingtonKevin Elvington

BEACHWOOD, Ohio, Sept. 28, 2023 — Stratos Wealth Partners (Stratos) today announced it was named to Barron's Top 100 RIA Firms for the sixth consecutive year. The firm earned the No. 29 spot on the 2023 ranking.


The annual list is based on a 102-question survey on a firm's assets, revenue, advisor growth and client retention. The methodology includes qualitative factors including experience, degrees, diversity, charitable work and compliance records.


"Our continued presence on this prestigious list is a testament to the hard work and dedication of our advisors and team members who enabled our growth and success," said Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, part of Stratos Wealth Holdings.


Stratos Wealth Partners was also recently recognized by CityWire as one of the fastest-growing RIAs in Ohio, and Stratos President Lou Camacho was recognized by Crain's Cleveland Business as a Notable Latino Leader.


About Stratos Wealth Holdings


Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum. Stratos includes a national network of over 340 experienced financial advisors and financial planning practitioners working across 26 states throughout the country.


All entities listed are separate from and unaffiliated with LPL Financial.





 
 
 

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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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