Stratos Wealth Partners began 2024 by recruiting former Osaic-affiliated Pettinelli Financial Partners of Redwood City, Calif., which has $700 million in client assets.

Firms such as Stratos Wealth remain "incredibly optimistic about M&A" for RIAs being driven by aging advisor demographics and private equity investments.

Stratos Wealth Partners Attracts Seven New Recruits with an estimated $1 Billion in Assets Stratos Wealth Advisors Recruits Eight New Advis ...

What should I know about this firm? Stratos Wealth Partners, LTD is a national financial advisory firm headquartered in Beachwood, OH. The firm has $12.5 billion under management and employs 307 ...

March 12, 2025 /PRNewswire/ -- Twenty Four Wealth Management (affiliated with Stratos Wealth Partners, a Registered Investment Advisor and Stratos' hybrid platform associated with LPL Financial ...

Twenty Four Wealth Management, associated with Stratos Wealth Partners and LPL Financial, has acquired Florida-based RIA Alpha Beta Gamma Wealth Management. Financial terms of the transaction ...

Stratos Wealth Partners, Stratos Wealth Advisors and Stratos Wealth Management recruited a combined $3.5 billion in client assets in 2024, nearly tripling the total brought in during 2023.

Stratos companies include registered investment advisors Stratos Wealth Partners, Stratos Wealth Advisors, and Stratos Investment Management.