A complete list of active advisors currently associated with Stratos Wealth Partners, Ltd

Warmer can help you find a great advisor at Stratos Wealth Partners, Ltd or one who fits your needs even better.

Stratos Wealth Partners, Ltd. is an SEC‑registered enterprise wealth management firm with roughly $18.6 billion in assets under management, about 366 advisors, and more than 24,000 clients. The firm provides advisor‑managed wrap and non‑wrap portfolios, model portfolios, access to third‑party manager programs, and a range of financial planning engagements (flat‑fee plans, subscription services, and hourly consulting), along with retirement plan consulting and plan participant guidance. Investment decisions are primarily implemented by a network of investment adviser representatives—most operating as independent contractors—who construct individualized asset allocations and manage accounts on discretionary or non‑discretionary bases using active monitoring, model portfolios, and third‑party manager relationships. SWP operates an open‑architecture approach that routinely integrates external platforms and tools (for example LPL, Fidelity, Schwab, Envestnet and the Pontera order management capability for certain held‑away accounts) and offers both advisor‑managed and model‑based strategies. A recent indirect change of control (effective December 3, 2025) brought SWP under common ownership with SEI‑affiliated businesses, which has given SWP IARs access to SEI Investment Management Corporation’s manager platform, Outsourced CIO solutions, the SEI Access Marketplace/Select List for alternative investments, and custody services through SEI Private Trust Company (including the SEI Integrated Cash Program and FDIC sweep mechanics). These affiliations and related programs (including the use of affiliated sub‑advisors such as Stratos Investment Management and the option for certain IARs to transition to employee status with incentives tied to using affiliated managers) create operational efficiencies but also generate potential conflicts of interest that SWP discloses and manages in its adviser materials.

To learn more about the advisors currently working at Stratos Wealth Partners, Ltd, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.