Stratos Wealth Advisors LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beachwood, OH. Its latest Form ADV filing, dated April 23, 2026, reports $5.6B in regulatory assets under management, 170 employees, 30 offices, and 12,896 accounts.
Assets Under Management
$5.6B
Employees
170
Offices
30 offices
Total Clients
5,023
Primary office
BEACHWOOD, OH
3750 PARK EAST DRIVE, SUITE 200, BEACHWOOD, OH, United States
Top client segmentIndividuals represent 71.1% of total clients.
Top client categories% of clientsClients
1
Individuals
71.1%
3,573
2
HNWI
27.0%
1,355
3
Corporations
0.9%
45
4
Pension Plans
0.8%
40
5
Charitable
0.2%
10
Categories with <5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.6Bas of April 23, 2026
Discretionary99.4%
$5.5B
99% of total RAUM99.4%
Non-discretionary0.6%
$36M
1% of total RAUM0.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$5.6B
Total Accounts12,896
10Y AUM Change+$5.6B (+664211.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees170
Clients per Employee30:1
10Y Employee Change+164 (+2733.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.