STRATOS WEALTH PARTNERS NAMED TO CITYWIRE'S 50 GROWERS ACROSS AMERICA FOR OHIO
BEACHWOOD, OHIO, Aug. 18, 2023 — Stratos Wealth Partners (Stratos), a registered investment advisor, today announced it has been named to CityWire's 50 Growers Across America, which recognizes the fastest-growing RIAs in the country. Stratos was ranked as a runner-up among Ohio firms.
CityWire launched its 50 Growers in America project in 2020 to spotlight planning-centric Registered Investment Advisors (RIAs) making strides in their respective markets. The project’s methodology involves analyzing growth over a specific timeframe to identify the firms at the forefront of industry evolution. The list was created using percentage growth in AUM, monetary growth in AUM and percentage growth in employees.
"We are incredibly honored to be recognized by CityWire as a fast-growing RIA in Ohio. Our unwavering dedication to fostering growth and excellence in the advisory field remains a cornerstone of Stratos’ mission," said Jeff Concepcion, Founder and CEO of Stratos. "We have been fortunate as a firm to have been successful in growing organically and through M&A activity including full buyouts and minority stakes in firms ranging from smaller affiliated firms to multi-billion-dollar international wealth managers. We could not have achieved this without the effort and dedication of Stratos team members."
About Stratos Wealth Partners
Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $10.8 billion in advisory assets, and advises through LPL Financial, over $8.1 billion in brokerage and third-party managed assets for a total of $18.9 billion as of June 30, 2023. Stratos offers operational, strategic and a reliable infrastructure allowing advisors the flexibility to develop and grow their business. Since its founding, Stratos has grown to 290 independent advisors, has 73 home office staff, and has more than 100 locations in the United States.
Securities offered through LPL Financial, Member FINRA/SIPC.
Investment advice offered through Stratos Wealth Partners, Ltd,a registered investment advisor. Stratos Wealth Partners and LPL Financial are separate entities.
On August 13, 2023, Stratos Wealth Partners, Ltd. ranked 3rd, as a runner up in Ohio, on the CityWire’s 50 Growers Across America 2023. Stratos Wealth Partners, Ltd. didn’t apply for inclusion in this list. Stratos Wealth partners, Ltd. did not pay any compensation to be considered for the list. The list is not indicative of our firm’s future performance. The list was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with CityWire. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. For the full methodology or the list, please click here.
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Congratulations to the Stratos team on this recognition! It's impressive to see a firm that balances organic growth with strategic M&A so effectively—that's not easy to pull off in the RIA space. The employee growth metric is especially telling, since you can't sustain AUM growth without building the right team. Speaking of growth, it reminds me of how some firms use lighthearted marketing tools to stand out, like generating a low quality image for social media posts to grab attention in a feed full of polished graphics. Anyway, well-deserved honor for Ohio!
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