Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Akron, OH, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$500,000.00
# of Accounts
350
Avg Client Age
65
Overview

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

We represent a Hybrid RIA that currently manages more than 14 billion in assets with nearly 90 offices in 26 states. 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, TD Ameritrade 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 books where the fit is right.

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

Sam

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