Westlake, OH Office

Team
Updated today
Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Enterprise

Firm-wide stats for Stratos Wealth Partners, Ltd

Total advisors

379

Across 130 offices

Clients per advisor

66 Typical

Avg AUM per client

$706,728 High

HNW client ratio

17% Typical

About

Stratos Wealth Partners serves a broad mix of individual and institutional clients — including high‑net‑worth individuals, retirement plans, charitable organizations and corporations — and provides financial planning, advisor‑managed wrap and non‑wrap programs, access to model portfolios and third‑party manager solutions, and retirement plan consulting. Services are delivered through a large network of investment adviser representatives (IARs) who offer ongoing portfolio management, financial planning, sub‑advisory relationships and specialized consulting for business and executive clients.

The firm’s advice model combines individualized asset allocation and active monitoring with access to both proprietary and third‑party strategies; IARs may manage accounts on a discretionary or non‑discretionary basis and commonly use platforms and programs from providers such as LPL, Fidelity, Schwab, Envestnet and SEI. Stratos also supports held‑away discretionary management for workplace retirement and other external accounts via the Pontera system and operates both bundled (wrap) and unbundled fee arrangements across multiple custodians.

Distinctive features include a December 2025 majority ownership transaction that placed Stratos under common indirect ownership with SEI‑affiliated entities, providing access to SEI Investment Management Corporation (SIMC) strategies and SEI Private Trust Company (SPTC) custody and cash sweep arrangements; those affiliations, along with an in‑house subadvisor (Stratos Investment Management) and programs that allow some IARs to become employees, create specific operational relationships and potential conflicts the firm discloses and manages. The firm’s enterprise scale and its range of offerings — from OCIO and institutional solutions to niche services such as sports and entertainment and executive planning — differentiate its platform from many smaller advisory firms.

Based on Stratos Wealth Partners, Ltd

Expertise

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy

Based on Stratos Wealth Partners, Ltd

Occupation focus

Executive Founder/Business Owner Retired Financial Professional

Based on Stratos Wealth Partners, Ltd

Location

27865 Clemens Rd, Suite 4

Westlake OH 44145

Advisors at this office

5

Advisors at this office

user avatar

Robert F

Series 66

Westlake, OH

Stratos Wealth Partners, Ltd

Robert Fries is a financial advisor with Stratos Wealth Partners, Ltd in Westlake, OH, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at LPL Financial, Key Investment Services, and Morgan Stanley. Outside of his advisory work, he coaches basketball for Monroeville Local Schools. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, and retirement plan consulting. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies, supporting both discretionary and non-discretionary account management across multiple custodians.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Scott Z

Series 63

Westlake, OH

Stratos Wealth Partners, Ltd

Scott Ziska is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 63 designation and over 25 years of industry experience. He has been with Stratos Wealth Partners since 2010 and previously worked at LPL Financial and Osaic FA, Inc. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, and access to model portfolios and third-party manager solutions through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Daniel V

Series 66

Westlake, OH

Stratos Wealth Partners, Ltd

Daniel Vieland is a financial advisor with Stratos Wealth Partners, Ltd in Westlake, Ohio, holding a Series 66 designation and 22 years of industry experience. His career includes roles at LPL Financial, JPMorgan Securities, Charles Schwab, Edward Jones, TD Ameritrade, Chase Investment Services, Citizens Securities, and Waddell & Reed. Stratos Wealth Partners serves a broad range of individual and institutional clients by providing financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives. The firm combines individualized asset allocation and active monitoring with access to proprietary and third-party strategies and offers services across multiple custodians and platforms.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Ashley G

Westlake, OH

Stratos Wealth Partners, Ltd

Ashley Graham is a financial advisor at Stratos Wealth Partners, Ltd with 17 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2017 and previously held roles at Mayfield Financial Services and Cambridge Investment Research Inc. Outside of her advisory work, she is a notary public in Lakewood, OH. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, managed wrap and non-wrap programs, access to various model portfolios and sub-advisory solutions, delivered through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
user avatar

Tyler A

Series 66

Westlake, OH

Stratos Wealth Partners, Ltd

Tyler Ankrom is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial and Miami University. Ankrom has been involved with Wobdale LLC, a non-investment-related business based in Akron, Ohio. Stratos Wealth Partners serves a broad mix of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Wealth management Tax-loss harvesting Retirement income strategy Business exit / sale strategy Executive Founder/Business Owner Retired Financial Professional
View complete list of advisors at this office
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