Business & Tech
Beachwood's Stratos Wealth Partners Makes Barron's List
Barron's 2018 list of the top RIA firms includes the local business.

From Stratos Wealth: Stratos Wealth Partners, a Stratos Wealth Network company, has been named to Barron's 2018 list of the country's Top 40 RIA Firms. In addition, Barron's ranked Stratos #2 in number of advisors, #3 in number of offices, and #5 in number of states.
Under the leadership of Founder and CEO, Jeff Concepcion, Stratos has grown from $700 million in client assets in 2009 to approximately $7.7 billionin AUA.
In addition, the advisors at Stratos Wealth Partners are also registered with LPL Financial and service $5.6 billion in brokerage assets. Securities offered through LPL Financial, member FINRA/SIPC. All entities are separate and not affiliated with LPL Financial.
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"On behalf of the entire Stratos family, we are honored to be named by Barron's as one of the top RIA firms in the country," says Jeff. "Our success has been due to our daily commitment to helping advisors do what they do best – serving the needs of their clients."
Each year Barron's produces their list of top firms to help investors find quality financial guidance based on a number of qualitative and quantitative components, including assets under management, the size and experience of their advisory teams, and the regulatory records of the firms and their advisors. This year, the RIA Firm ranking expanded to 40 spots (from 30 last year and 20 in 2016), to make room for the explosive growth of elite firms.
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