Headquartered in Beachwood, Ohio, Stratos is an independent, partner-owned and operated financial services firm that works solely to facilitate the success of more than 400 independent financial advisors nationwide. The firm provides experienced financial advisors with a reliable infrastructure and resources that allow them the flexibility to develop and grow their own businesses. Stratos offers operational, strategic, and revenue-generating resources to advisors who are interested in going independent or are already independent. With more than 85 executive, functional, and support professionals in place, the firm has assembled a concierge team to assist our advisors in the execution of a full-service solution for their clients. This partnership provides advanced technology and communication tools alongside product and service partners that expand and grow every day, allowing us to further enhance the client experience. For a list of states in which we are registered to do business, please visit www.stratoswealth.com
| Website | http://www.stratoswealth.com/ |
| Revenue | $256.2 million |
| Employees | 253 (128 on RocketReach) |
| Founded | 2008 |
| Phone | (416) 598-7172 |
| Industry | Financial Services, Brokerage, Finance |
| Keywords | Financial Services, Wealth Management, Wealth Strategies, Investment Advisory, Retirement Solutions, Financial Planning, Investment Strategies, Retirement Planning, Financial Consulting, Estate Planning, Estate Preservation, Investment Management, Tax Planning, Portfolio Management, Asset Management, Insurance Services, Risk Management, Financial Technology |
| Competitors | Morgan Stanley, Fidelity Investments, Merrill Lynch, LPL Financial, Raymond James, Edward Jones, Prudential Financial, Financial Services Company, Cetera Financial Group, Schwab Advisor Services +36 more (view full list) |
| SIC | SIC Code 62 Companies, SIC Code 621 Companies, SIC Code 6211 Companies |
| NAICS | NAICS Code 52 Companies, NAICS Code 523 Companies |
Looking for a particular Stratos Wealth employee's phone or email?
The Stratos Wealth annual revenue was $256.2 million in 2026.
Jacob Stewart is the Chief Information Security Officer of Stratos Wealth.
128 people are employed at Stratos Wealth.
Stratos Wealth is based in Beachwood, Ohio.
The NAICS codes for Stratos Wealth are [52, 523].
The SIC codes for Stratos Wealth are [62, 621, 6211].