Stratos Wealth Partners Recognized as a Barron’s Top RIA Firm For Sixth Consecutive Years
BEACHWOOD, Ohio, Sept. 28, 2023 — Stratos Wealth Partners (Stratos) today announced it was named to Barron's Top 100 RIA Firms for the sixth consecutive year. The firm earned the No. 29 spot on the 2023 ranking.
The annual list is based on a 102-question survey on a firm's assets, revenue, advisor growth and client retention. The methodology includes qualitative factors including experience, degrees, diversity, charitable work and compliance records.
"Our continued presence on this prestigious list is a testament to the hard work and dedication of our advisors and team members who enabled our growth and success," said Jeff Concepcion, Founder and CEO of Stratos Wealth Partners, part of Stratos Wealth Holdings.
Stratos Wealth Partners was also recently recognized by CityWire as one of the fastest-growing RIAs in Ohio, and Stratos President Lou Camacho was recognized by Crain's Cleveland Business as a Notable Latino Leader.
About Stratos Wealth Holdings
Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, Stratos Wealth Enterprises, and Fundamentum. Stratos includes a national network of over 340 experienced financial advisors and financial planning practitioners working across 26 states throughout the country.
All entities listed are separate from and unaffiliated with LPL Financial.
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