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| Stratos Wealth Partners Ltd
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|---|---|
| CRD # | 153184 |
| SEC # | 801-71457 |
| CIK # | 0001612865 |
| AUM | 18.65 B (2026-06-29) |
| Employees | 618 (57% Investors, 55% Brokers) |
| Phone | 440-519-2500 |
| Address | 3750 Park East Dr Beachwood, OH 44122 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Apple Inc | 0.3 | ||
| Nvidia Corp | 0.2 | ||
| Microsoft Corp | 0.1 | ||
| Amazon Com Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Facebook Inc | 0.1 | ||
| Broadcom Inc | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Costco Wholesale Corp /NEW | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 20,685 | 5.7 |
| (b) Individuals (high net worth individuals) | 4,159 | 11.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 106 | 0.1 |
| (h) Charitable organizations | 121 | 0.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 5 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 315 | 0.7 |
| (n) Other | 0 | 0.0 |
| Total | 47,696 | 18.6 |
| By Discretionary | ||
| Discretionary | 45,275 | 17.8 |
| Non-Discretionary | 2,421 | 0.8 |
| Total | 47,696 | 18.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 18.6 | |
| Total | 47,696 | 18.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001612865] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.8B |
| Clients | 376 (1 non-US) |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Bahl & Gaynor Inc
✚
|
OH | 20.99 B |
|
Newedge Wealth LLC
✚
|
CT | 19.93 B |
|
Park Avenue Securities LLC
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|
NY | 19.58 B |
|
Integrated Wealth Concepts LLC
✚
|
MA | 18.92 B |
|
Benjamin F Edwards & Company Incorporated
✚
|
MO | 18.92 B |
|
Transamerica Retirement Advisors LLC
✚
|
IA | 18.83 B |
|
Stephens Inc
✚
|
AR | 18.04 B |
|
Wilmington Trust Investment Advisors Inc
✚
|
DE | 17.83 B |
|
Independent Advisor Alliance LLC
✚
|
NC | 17.23 B |
|
Principal Securities Inc
✚
|
IA | 17.02 B |