Stratos Wealth Partners, Ltd

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Other

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

See the firm's brochure (dated April 17, 2026) for its fees and any account minimum, on the SEC's IAPD site.

$18,646,381,698 as of October 2026, filing dated October 1, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops

Also doing business as

ACORN INVESTMENT STRATEGIES, ANDERSON WEALTH MANAGEMENT, AVL WEALTHCARE, BASDAKIS WEALTH MANAGEMENT GROUP, BEAM CAPITAL PARTNERS, BELVEDERE WEALTH PARTNERS, BOREMAN, NORTON, COOK WEALTH PARTNERS, BOYD WEALTH MANAGEMENT, BRACKENS FINANCIAL SOLUTIONS NETWORK LLC, BULLINGTON CAPITAL MANAGEMENT, BUTSON FINANCIAL ADVISORS, LLC DIVISION, BWM FINANCIAL, BWMG, INC, CALIGIURI FINANCIAL, CAPITAL TO LEGACY ADVISORS, CAPTURE WEALTH MANAGEMENT, CARDINAL CAPITAL MANAGEMENT LLC, CAVU FINANCIAL LLC, CERTUS WEALTH ADVISORS, CLARICITY WEALTH & PLANNING, CLIENT CENTRIC FINANCIAL ADVISORS LLC, COLUMBIA FINANCIAL INC, CONEXT WEALTH PARTNERS, COY-KAMPH FINANCIAL GROUP, DALTON INVESTMENT AND RETIREMENT SERVICES, DAVID WEALTH MANAGEMENT GROUP, EL CAMINO WEALTH MANAGEMENT, EVERVEST FINANCIAL, FINANCIAL DESIGN INVESTMENTS AND INSURANCE, FINANCIAL WELLNESS PARTNERS, LLC, FIRST GENESIS OF VIRGINIA, FIRST NATIONAL WEALTH MANAGEMENT, FIRST WEALTH FINANCIAL GROUP LLP, FREDERICK + WELLS ADVISORS, FREITAS WEALTH MANAGEMENT GROUP, G AND G WEALTH, G&G WEALTH, HARBOR WEALTH ADVISORS, HARRIS WEALTH MANAGEMENT, HERITAGE FINANCIAL PARTNERS LLC, HORIZON WEALTH MANAGEMENT, LLC, J ROMERO WEALTH ADVISORS, J.M. FRANKLIN & COMPANY, LLC, JERVIS FINANCIAL GROUP, JORDHEIM - AMBROSE WEALTH MANAGEMENT, LEGATO PRIVATE WEALTH, M&M WEALTH ADVISORY, MARQUIS WEALTH GROUP, MILLER PRIVATE WEALTH MANAGEMENT, MILLER PRIVATE WEALTH MANAGEMENT LLC, MITCHELL MONEY MANAGEMENT, LLC, MVEST LLC, MY HARMONY WEALTH, MY HARMONY WEALTH ADVISORS, NEXTIER WEALTH MANAGEMENT, NIL WEALTH MANAGEMENT, NORTH COUNTY WEALTH, LLC, NORTH VALLEY INVESTMENT PARTNERS, OLD FORT WEALTH MANAGEMENT, OLYMPIA WEALTH & LIFE MANAGEMENT, OLYMPUS PRIVATE WEALTH ADVISORS, LLC, OPES WEALTH PARTNERS, OUTCOME PRIVATE WEALTH, PARKVIEW PARTNERS CAPITAL MANAGEMENT, PATTI WEALTH MANAGEMENT, PEARL PRIVATE WEALTH, PETTINELLI FINANCIAL PARTNERS, PLAN FOR YOUR TOMORROW INC, PLAN YOUR FUTURE RETIREMENT, RETIREMENT WEALTH PARTNERS, RILEY/ECHOLS WEALTH MANAGEMENT, RITTEL & MAHONEY WEALTH MANAGEMENT, ROOTED ADVISORY GROUP, SCHRAMM FINANCIAL GROUP, SERIE WEALTH ADVISORY, LLC, SHAW PLANNING & ADVISORY, SHEERBROOK WEALTH MANAGEMENT, STALL INVESTMENT SERVICES, STRATOS PRIVATE WEALTH, STRATOS WEALTH ADVISORS OUTER BANKS, THE KELLEY FINANCIAL GROUP, TRUVIUM WEALTH MANAGEMENT, TURCOTTE WEALTH MANAGEMENT, VAN KIRK WEALTH ADVISORS, VANTAGE WEALTH MANAGEMENT, VAULT ASSET ADVISORS, VAULT PRIVATE WEALTH MANAGEMENT, VERTEX INVESTMENT PARTNERS, VERTICAL CHARTER INVESTMENTS, WEALTH ADVOCATE GROUP LLC, WEALTHSOURCE, INC, WEAVE WEALTH PARTNERS, WHITE BLAZE WEALTH MANAGEMENT, YOUNG AMERICAN WEALTH MANAGEMENT

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2010 (16 years)

Employees

Total: 618. Performing investment advisory functions: 352.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Fidelity Brokerage Services LLCLPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

21 other offices, as of the October 2026 filing

Akron, OHBaton Rouge, LAChagrin Falls, OHClinton, IAColumbus, OHFostoria, OHGulfport, MSHolladay, UTHudson, OHIrvine, CAMetairie, LANorfolk, VAPowell, OHRedwood City, CASalt Lake City, UTSan Diego, CAScottsdale, AZSewickley, PATiffin, OHWestlake, OHWooster, OH

States registered or notice-filed

51 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $8,498,228,840 in the October 2021 data and $18,646,381,698 in the October 2026 data, up 119%.

Total employees: 464 in October 2021 and 618 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. October 2026
   • No longer lists the business name Twenty Four Wealth Management.
   • No longer lists the business name Twenty Four Wealth.
   • No longer lists the business name Fitz Wealth Management.
   • Added an office in Scottsdale, AZ.
   • No longer lists an office in Darien, CT.
2. September 2026
   • Added the business name NIL Wealth Management.
   • Added the business name Miller Private Wealth Management.
3. August 2026
   • Updated its list of owners and control persons (Schedule A).
4. July 2026
   • Added the business name Capital to Legacy Advisors.
5. June 2026
   • Added the business name North County Wealth, LLC.
   • Added the business name Legato Private Wealth.
   • Added the business name Bullington Capital Management.
6. April 2026
   • Regulatory assets under management went from $14,471,243,743 to $18,646,381,698 (+29%).
   • Employees performing advisory functions went from 325 to 352.
   • Added the business name Shaw Planning & Advisory.
   • Added the business name Olympus Private Wealth Advisors, LLC.
   • No longer lists the business name Olympus Wealth Partners, Inc..
   • Updated its list of owners and control persons (Schedule A).
7. March 2026
   • Added the business name Horizon Wealth Management, LLC.
   • No longer lists the business name Horizon Wealth Partners, LLC.
8. January 2026
   • Updated its list of owners and control persons (Schedule A).
9. December 2025
   • Added the business name Financial Design Investments and Insurance.
   • No longer lists the business name Financial Design Agency of Ohio, Inc.
10. November 2025
    • Added the business name Mvest LLC.
    • Added the business name My Harmony Wealth.
    • No longer lists the business name Deluca Financial Strategies.
    • Updated its list of owners and control persons (Schedule A).

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.