Stratos Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$5,394,810,797
Clients
4,928
Advisors
71
across 31 offices
About
Stratos Wealth Advisors serves individuals (including high‑net‑worth clients), trusts, retirement plans, not‑for‑profits, corporations and institutional clients, providing financial planning and portfolio management through advisor‑managed wrap and non‑wrap programs, third‑party investment adviser (TPIA) platforms, and outsourced CIO solutions. It also offers subscription and hourly financial planning, insurance consulting via a DPL platform, and participant/held‑away account services for employer‑sponsored plans.
Investment advice is delivered through a network of independent contractor IARs (with a limited employee IAR program) who construct customized portfolios or implement model portfolios based on client goals, risk tolerance and time horizon, and who may be granted discretionary authority for day‑to‑day management. IARs routinely use third‑party managers, model platforms and unified managed account overlays available through custodians and aggregators such as Fidelity, Schwab, Envestnet and SEI’s Independent Advisor Solutions, and have access to alternative investments via the SEI Access Marketplace and its Select List.
What distinguishes Stratos is its common ownership with SEI‑affiliated businesses following the December 3, 2025 indirect acquisition, which gives the firm integrated access to SEI Investment Management Corporation (SIMC) as an affiliated subadviser and to SEI Private Trust Company (SPTC) custody and cash sweep services. These affiliations and platform integrations (including the SEI Integrated Cash Program and Select List access) are disclosed by the firm and can affect custody status, available cash management options and the use of affiliated funds or services, considerations clients should review when evaluating Stratos’ programs.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Flat fees for financial planning; maximum flat fee for asset management up to 2.0% of AUM
$0+: up to 2.0% annually for advisor-managed non-wrap accounts varies - varies: 0.15% to 1.05% plus optional 0.10% tax overlay fee for SIMC Sub-Advised Program $25,000 - $250,000: varies depending on SIMC Independent Advisor Solutions programs (minimums in this range) $100,000+: minimum for Schwab Managed Account Select/Access wrap programs $5,000 - $50,000: minimum for Envestnet Fund Strategist Network $250,000+: minimum for Envestnet UMA program (may be negotiable) varies - varies: fees negotiated with each IAR for Firm Model Portfolio Program (max 0.30%)
up to $500 per hour, may be higher in certain situations
Subscription financial planning services with recurring negotiated fees paid monthly or quarterly; onboarding fees may apply
Account minimum: $10,000 Fee-only: Financial planning fees are negotiable; hourly fees typically up to $500/hour; subscription fees negotiated between IAR and client, may be fixed or tiered monthly/quarterly
Main office
See office3750 Park East Drive, Suite 200
Beachwood OH 44122
Advisors at this office
4
Offices (31)
Cincinnati, OH
10300 Alliance Road, Cincinnati, OH 45242
7 advisors
Pepper Pike, OH
29525 Chagrin Blvd, Suite 305, Pepper Pike, OH 44122
6 advisors
Reno, NV
10615 Professional Circle Suite 206, Reno, NV 89521
6 advisors
Rockland, MA
1050 Hingham St, 2nd Floor, Rockland, MA 02370
6 advisors
Dublin, OH
5080 Tuttle Crossing Blvd. Suite 250, Dublin, OH 43016
5 advisors
Most active in
Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Also doing business as
A. Carmi Financial, Inc. · Acmejackwealthmanagement · August Wealth Advisors · Barnwood Capital · Century Wealth Partners · Clapboard Hill Private Wealth · Emeritus Wealth Management · Feller Wealth Management · Flagship Financial Advisors · Freitas Wealth Management Group · Ga Investment Management · Generations Investment Management · Gierl Augustine Investment Management · Intersecting Wealth, LLC · Invessent Wealth Managemenrt · Jf Wealth Management, LLC · Kowal Financial Advisors · Kyros Wealth Management · Majied Financial Group, LLC · Mccann Wealth Management · New View Wealth Advisory · Nextier Wealth Management · Nilsen Financial Services, LLC · Palatine Hill, LLC · Park Edge Advisors · Pierce Wealth Partners · Pistone Wealth Advisors · Purposeful Wealth · Reno Tahoe Wealth Management · Retirement Corporation Of America · Riverbend Wealth Management · Riverview Wealth Partners · Spain & Smith Wealth Advisors · Stratos Wealth Advisors LLC · Synergy Wealth Management · Tamarack Trail Investment Partners · The Lowrie Wealth Management Group · The Retirement Corporation Of America · True North Wealth Partners · Veritas Boston Wealth Management · Wozny Capital Advisors, LLC · Young American Wealth Management
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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