Grove City, PA Office

Team
Updated today
Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Firm-wide stats for Stratos Wealth Partners, Ltd

Total advisors

381

Across 131 offices

Clients per advisor

65 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

About

Stratos Wealth Partners, Ltd. is an SEC‑registered enterprise adviser with roughly 379 advisors and about $18.6 billion in assets under management that serves a broad mix of individuals (including high‑net‑worth clients), retirement plans, corporations, nonprofits and other institutional clients. Services are delivered through affiliated and independent investment adviser representatives and include advisor‑managed wrap and non‑wrap programs, financial planning (flat‑fee, subscription and hourly), third‑party manager programs, and outsourced CIO solutions for institutional clients.

The firm’s model is IAR‑driven: most advisors operate as independent contractors (with a program for some to become employees) and provide discretionary and non‑discretionary portfolio management, using customized portfolios or model allocations aligned to client goals and ongoing active monitoring. Stratos employs an open‑architecture approach that integrates multiple third‑party platforms and managers — including affiliated sub‑advisors (Stratos Investment Management and SEI Investment Management Corporation), Envestnet, LPL, Fidelity and Schwab — and offers overlay and tax‑management features as part of portfolio implementation.

Several features disclosed in the brochure distinguish Stratos from many peers: a December 2025 strategic investment by SEI brought common ownership with SEI Investment Management Corporation and SEI Private Trust Company, enabling use of SEI‑managed strategies, the SEI Integrated Cash Program (including a mandatory 1% FDIC sweep) and the SEI Access Marketplace — arrangements the firm identifies as creating potential economic conflicts of interest. The brochure also highlights less common operational elements such as held‑away discretionary management via the Pontera platform, an option‑overlay sub‑adviser arrangement that shares fees with a parent company, and niche planning services (for example, sports and entertainment and executive planning), which clients are asked to review with their IAR.

Based on Stratos Wealth Partners, Ltd

Expertise

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k)

Based on Stratos Wealth Partners, Ltd

Occupation focus

Founder/Business Owner Executive Retired Self-Employed

Based on Stratos Wealth Partners, Ltd

Demographic focus

HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement

Based on Stratos Wealth Partners, Ltd

Location

107 Breckenridge Street Suite 3

Grove City PA 16127

Advisors at this office

5

Advisors at this office

user avatar

Benjamin B

Series 66

Grove City, PA

Stratos Wealth Partners, Ltd

Benjamin Burkley is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has 16 years of industry experience. Prior to joining Stratos in 2017, Burkley worked at firms including LPL Financial, Hefren Tillotson, and Federated Global Investment Management. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, employing an open-architecture investment approach with discretionary and non-discretionary portfolio management tailored to client goals.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
user avatar

Michael Z

Series 66

Grove City, PA

Stratos Wealth Partners, Ltd

Michael Zatchey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and five years of industry experience. His prior work includes roles at LPL Financial, First Commonwealth Bank, and Thrivent Financial. Outside of advising, he has served as a soccer referee in western Pennsylvania since 1997. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients through an open-architecture model that integrates multiple third-party platforms, offering customized portfolio management, financial planning, and outsourced CIO solutions.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
user avatar

Harry B

CFP®, Series 63, Series 65

Grove City, PA

Stratos Wealth Partners, Ltd

Harry Butson is a CFP® professional with 37 years of experience in financial advisory. He has been with Stratos Wealth Partners, Ltd and LPL Financial, LLC since 2010, and previously worked at Osaic FA, Inc. from 2008 to 2010. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management and financial planning through an open-architecture platform integrating multiple third-party managers.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
user avatar

William C

Series 66

Grove City, PA

Stratos Wealth Partners, Ltd

William Coghlan is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 designation and four years of industry experience. He has previously worked at LPL Financial, LLC and held several positions at Robert Morris University. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed programs, financial planning, third-party manager programs, and outsourced CIO solutions. Stratos employs an open-architecture model integrating multiple third-party platforms and managers, with most advisors operating as independent contractors providing discretionary and non-discretionary portfolio management.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
user avatar

Grant B

Series 66

Grove City, PA

Stratos Wealth Partners, Ltd

Grant Butson is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 18 years of industry experience. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2010, following a brief tenure at Osaic FA, Inc. in 2009–2010. Stratos Wealth Partners, Ltd is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as financial planning, advisor-managed programs, and outsourced CIO solutions. Its open-architecture investment model integrates multiple third-party platforms and managers, with a structure that supports both discretionary and non-discretionary portfolio management.

Options & derivatives strategies Business exit / sale strategy Trust structures (GRAT, IDGT, revocable) Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Self-Employed HENRY (High Earners, Not Rich Yet) Established Professionals Approaching retirement
View complete list of advisors at this office
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)