Overview

We are always interested in discussing options - no opportunity is too big or to small. We have cash and financing available for the right opportunity.

We represent a Hybrid RIA that currently manages nearly 30 billion in assets through our network of more than 500 advisors in over 100 offices in 26 states and two countries. Operating under our RIA you may choose to use our name, Stratos Wealth Partners, or use your own firm name. We are able to custody advisory assets at a number of locations including Fidelity, Schwab, and LPL Financial. Internally we have a transitions team, technology, accounting, marketing, financial planning and money management division.

There are alternative models when associating with our firm from a full service model to a succession only model. In addition, we are always interested in purchasing practices where the fit is right.

For more information reach out and I would be more than happy to start a conversation.


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