Stratos Wealth Partners, Ltd logo

Stratos Wealth Partners, Ltd

Updated today

Client assets under management

$17,557,955,784

Clients

24,844

17% high-net-worth

Advisors

366

of 618 employees

Firm type

Enterprise

300-3,000 advisors or >$30B in AUM

Clients per advisor

68

Typical

Average account size

$706,728

About

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.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting

Occupation focus

Founder/Business Owner Retired Executive

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fees for financial planning services; IAR-negotiated and client agreed prior to services.

Percentage

$0+: up to 2.0% annually (maximum annual advisory fee for SWM and other advisor-managed non-wrap accounts) $5,000+: minimum account value required to enroll in GWP Managed Service (an LPL Financial sponsored advisory program) $10,000+: minimum account value required for SWM and advisor-managed non-wrap accounts $10,000+: minimum account size for LPL Financial Optimum Market Portfolios (OMP) program $25,000+: minimum account size for LPL Financial Model Wealth Portfolios (MWP) program $100,000+: minimum account size for LPL Financial Manager Access Select (MAS)/Managed Access Network (MAN) Program $250,000+: minimum account size for LPL Financial Personal Wealth Portfolios Program (PWP) $250,000+: minimum investment for Envestnet ONE Unified Managed Account (UMA)

Commissions

Certain IARs are registered representatives of LPL Financial and may earn commissions for securities and insurance products sold outside advisory accounts.

Project-based

Hourly consulting services typically up to $500 per hour; fees negotiated by IARs.

Subscriptions

Subscription financial planning services with recurring negotiated fees on monthly or quarterly basis, possibly with onboarding fees.

Other

Account minimum: $10,000 Fee-only: Financial Planning/Consulting fees are negotiable; hourly fees typically up to $500 per hour, flat fees, subscription fees negotiable by IARs, with onboarding fees possible for subscription services.

Main office location

Stratos Wealth Partners, Ltd

3750 Park East Dr, Ste 200

Beachwood OH 44122, United States

Number of offices

171

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

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Jason B

Series 66

Broadview Heights, OH

Stratos Wealth Partners, Ltd

Jason Borrasso is a financial advisor with Stratos Wealth Partners, Ltd in Broadview Heights, OH. He holds a Series 66 designation and has 16 years of industry experience. His prior work includes roles at Massachusetts Mutual Life Insurance Company and Metlife Securities Inc. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios across multiple custodians and sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Barbara M

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Barbara Meola is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She has been with Stratos Wealth Partners and affiliated LPL Financial since 2013. In addition to her advisory role, she is the owner of Meola Consulting, a non-investment-related business. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Chris J

Series 66

Mc Murray, PA

Stratos Wealth Partners, Ltd

Chris Jordheim is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2016 and also provides investment advisory services through Stratos Wealth Partners, Ltd., an independent registered investment advisor. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and provides strategic and tactical investment options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Thomas S

Series 63, Series 65

Scottsdale, AZ

Stratos Wealth Partners, Ltd

Thomas Seifert is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and possessing 46 years of industry experience. His prior experience includes roles at Oppenheimer & Co and Waddell & Reed, Inc. He currently provides investment advisory services through Stratos Wealth Partners, an independent investment advisor firm. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Jay S

CFP®, Series 63, Series 65

Prescott, AZ

Stratos Wealth Partners, Ltd

Jay Spector is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with LPL Financial and Stratos Wealth Partners, LTD, where he has worked since 2017. Prior to that, he held roles at Bank of America and Merrill from 2011 to 2017. Outside of his advisory work, he serves as a swimming official for USA Swimming and the Arizona Interscholastic Association. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Andrew A

CFP®, Series 63, Series 65

New Albany, IN

Stratos Wealth Partners, Ltd

Andrew Atchison is a CFP® professional with 19 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., having joined in 2025, and previously worked at LPL Financial, LLC from 2014. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Larry S

Series 63, Series 65

Phoenix, AZ

Stratos Wealth Partners, Ltd

Larry Sills is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His career includes roles at LPL Financial, B. Riley Wealth Advisors, Wells Fargo Clearing, and Wells Fargo Advisors. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Nora G

Series 63, Series 65

Redwood City, CA

Stratos Wealth Partners, Ltd

Nora Gasparyan is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial, Royal Alliance Associates, JPMorgan Chase Bank, J.P. Morgan Securities, and Wells Fargo Bank. Prior to her financial services career, she was involved in the restaurant industry. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform, which supports both advisor-managed and model-based portfolios across multiple custodians and sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Stephanie S

ChFC®, Series 63, Series 66

Prescott, AZ

Stratos Wealth Partners, Ltd

Stephanie Sterling is a financial advisor with Stratos Wealth Partners, Ltd in Prescott, AZ, holding a ChFC® designation and Series 63 and 66 licenses. She has 22 years of industry experience, having previously worked at Commonwealth Financial Network and Hosler Wealth Management. Sterling also provides individual tax preparation services through a separate business. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, utilizing multiple custodians and affiliated and unaffiliated sub-advisors.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Bradford F

CFA®, Series 63, Series 65

New Orleans, LA

Stratos Wealth Partners, Ltd

Bradford Felger is a CFA® charterholder with five years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. His prior roles include positions at JPMorgan Securities LLC and Ernst & Young. He also operates Bradford M. Felger, CPA, LLC, providing tax preparation and accounting services. Stratos Wealth Partners offers advisory services to a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm utilizes an open-architecture platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Ryan H

CFP®, ChFC®, Series 66

Darien, CT

Stratos Wealth Partners, Ltd

Ryan Hunter is a CFP® and ChFC® with nine years of industry experience. He has worked at Stratos Wealth Partners, Ltd since 2019 and previously held roles at LPL Financial, LLC, Mass Mutual Investors Services, and Mass Mutual Life Insurance Co. Hunter is based in Darien, CT. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Justine H

Series 66

Akron, OH

Stratos Wealth Partners, Ltd

Justine Harvey is a financial advisor with Stratos Wealth Partners, Ltd., holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley Smith Barney LLC and UBS Financial Services. Harvey serves as a board member of the Norton Baseball Association, a nonprofit organization in Norton, Ohio. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Matthew S

Series 66

Elmhurst, IL

Stratos Wealth Partners, Ltd

Matthew Summe is a financial advisor with Stratos Wealth Partners, Ltd. He holds a Series 66 designation and has six years of industry experience. Prior to joining Stratos Wealth Partners and LPL Financial in 2025, he worked at UBS Financial Services and Citigroup. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Marni A

Series 66

Mc Farland, WI

Stratos Wealth Partners, Ltd

Marni Angus is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 designation and 18 years of industry experience. Her prior roles include positions at Morgan Stanley and LPL Financial. Stratos Wealth Partners serves a wide range of clients, including individuals, trusts, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party advisory solutions through its Strategic Wealth Management platform. The firm emphasizes active monitoring and asset allocation across multiple custodians and utilizes both affiliated and unaffiliated sub-advisors to implement tailored investment strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
user avatar

Richard G

Series 63, Series 65

Broadview Heights, OH

Stratos Wealth Partners, Ltd

Richard Ganim Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2017, following seven years at Metlife Securities. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Wealth management Retirement plans for business owners (SEP, solo 401k) Tax-loss harvesting Founder/Business Owner Retired Executive
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
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

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. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")