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Company Profiles: Revenue, Growth, Competition

Stratos Wealth Advisors Revenue, Growth & Competitor Profile

DBA STRATOS WEALTH ADVISORS LLC
DBA STRATOS WEALTH PARTNERS
DBA STRATOS WEALTH PARTNERS, LTD
Last updated:

Company Awards

Fast Growing
Fastest Growing
Big Fish
Big Fish
Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Stratos Wealth Advisors

Access the complete profile.

Stratos Wealth Advisors Fast Facts

RevenueOver $500 million    See Exact Annual Revenue
Employees100 - 500Exact Company Size
Primary Industry523 Securities, Commodity Contracts & Other Financial Investments
Address3750 Park East Drive
Suite 200
Beachwood, OH 44122

Note: Revenues for privately held companies are statistical evaluations.


Stratos Wealth Advisors's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?
    • Stratos Wealth Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Stratos Wealth Advisors Annual Revenue and Growth Rate

Stratos Wealth Advisors Revenue Est.
($ Million)
Growth Rate (%)# Employees
2023 Over $500 million

Details in Premium Report
2022
2021
2020
2019


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: Stratos Wealth Advisors's revenues are gauged from an analysis of company filings.



Stratos Wealth Advisors's Income Statement (based on Industry Averages)

Stratos Wealth Advisors P&L$ Millions
Revenue (Sales) Stratos Wealth Advisors Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Trademark Applications

Trademark applications show the products and services that Stratos Wealth Advisors is developing and marketing. Stratos Wealth Advisors doesn't have any recent trademark applications, indicating Stratos Wealth Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark Date
STRATOS WEALTH ENTERPRISES
Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services
04/04/2019
STRATOS WEALTH ADVISORS
Advice relating to investments; Advising others concerning investments in intellectual property assets and intangible business assets, both directly and indirectly through other entities; Advisory services relating to credit and debit control, investment, grants and financing of loans; Brokerage services for capital investments; Brokerage services in the field of securities and commodities investing; Capital investment; Capital investment consulting; Capital investment services; Consultancy of capital investment; Equity capital investment; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial and investment services, namely, management and brokerage in the fields of stocks, bonds, options, commodities, futures and other securities, and the investment of funds of others; Financial investment brokerage; Financial investment brokerage services
04/04/2019
STRATOS WEALTH PARTNERS
Arranging and provision of credit, loans, insurance, currency exchange and travellers cheques; Capital investment consultation; Commodity investment advice; Consulting and information concerning insurance; Estate planning; Financial administration of retirement plans; Financial consultancy and insurance consultancy; Financial consulting services in the field of planned giving for non-profit and charitable organizations; Financial evaluation for insurance purposes; Financial investment services, namely administering the issuance, underwriting and distribution of securities; Financial planning; Financial planning and investment advisory services; Financial planning consultation; Financial planning for retirement; Financial planning services, namely, developing and managing charitable giving programs on behalf of wealthy individuals or families; Financial planning, namely, the creation of personalized strategies to achieve financial independence; Financial services, namely, a total portfolio offering for high net worth clients consisting of both separate accounts and mutual funds for equity and fixed income investments; Financial services, namely, issuance and management of certificates backed by loan portfolios which are subsequently managed to insure the integrity of the certificates; Financial services, namely, life insurance settlement services; Funds investment; Insurance agencies; Insurance and financial information and consultancy services; Insurance consultancy; Insurance consultancy services, namely, providing advice in the field of property and casualty insurance; Insurance consultation; Insurance information; Insurance information and consultancy; Insurance premium rate computing; Investment advice; Investment advisory services; Investment banking services; Investment brokerage; Investment consultation; Investment management; Investment of funds for others; Investment services, namely, asset acquisition, consultation, development and management services; On-line financial planning services; Providing information in insurance matters
02/27/2009

See all trademarks and details in the Full Report.


Market Share of Stratos Wealth Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Stratos Wealth Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
CITIGROUPStamford, CT100 
FEDERAL HOME LOAN MORTGAGEMc Lean, VA78 
ADVISORTRUSTSioux Falls, SD63 
STONEX GROUPNew York, NY59 
FIDELITY WORKPLACE SERVICESBoston, MA37 
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEFNew York, NY36 
RITE-VALUE PHARMACYLouisa, KY28 
GOLDMAN SACHS ASSET MANAGEMENTNew York, NY26 
TMHChattanooga, TN16 




Nearby Competitors

These companies are similar in business line and location to Stratos Wealth Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
STRATOS WEALTH ADVISORSBeachwood, OH100 
VICTORY CAPITAL MANAGEMENTBrooklyn, OH77 
SEASONS SERVICE SELECTValley View, OH69 
EQUITY TRUSTWestlake, OH30 
MAI CAPITAL SECONDARIES INFRASTRUCTURE SOLUTIONCleveland, OH30 
EQUITY ADMINISTRATIVE SERVICESWestlake, OH29 




Future Competition: Stratos Wealth Advisors's Fastest Growing Competitors

These companies are in the same general field as Stratos Wealth Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Stratos Wealth Advisors Competitors