


| Revenue | Over $500 million See Exact Annual Revenue |
|---|---|
| Employees | 100 - 500Exact Company Size |
| Primary Industry | 523 Securities, Commodity Contracts & Other Financial Investments |
| Address | 3750 Park East Drive Suite 200 Beachwood, OH 44122 |
| Stratos Wealth Advisors | Revenue Est. ($ Million) | Growth Rate (%) | # Employees |
|---|---|---|---|
| 2025 | Over $500 million Details in Premium Report | ||
| 2024 | |||
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| 2019 | |||
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| Stratos Wealth Advisors P&L | $ Millions |
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| 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 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| CITIGROUP | Stamford, CT | 100 |
| FEDERAL HOME LOAN MORTGAGE | Mc Lean, VA | 78 |
| ADVISORTRUST | Sioux Falls, SD | 63 |
| STONEX GROUP | New York, NY | 59 |
| FIDELITY WORKPLACE SERVICES | Boston, MA | 37 |
| MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF | New York, NY | 36 |
| RITE-VALUE PHARMACY | Louisa, KY | 28 |
| GOLDMAN SACHS ASSET MANAGEMENT | New York, NY | 26 |
| TMH | Chattanooga, TN | 16 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| STRATOS WEALTH ADVISORS | Beachwood, OH | 100 |
| VICTORY CAPITAL MANAGEMENT | Brooklyn, OH | 77 |
| SEASONS SERVICE SELECT | Valley View, OH | 69 |
| EQUITY TRUST | Westlake, OH | 30 |
| MAI CAPITAL SECONDARIES INFRASTRUCTURE SOLUTION | Cleveland, OH | 30 |
| EQUITY ADMINISTRATIVE SERVICES | Westlake, OH | 29 |
| Company | Headquarters | Revenue ($ MM) |
|---|---|---|
| BRANDMUSCLE | Beachwood, OH | 100 |
| WHITE BLAZE WEALTH MANAGEMENT | Beachwood, OH | 1 |
| ADAPTIVE FINANCIAL CONSULTING | Beachwood, OH | 1 |
| JEREMY B. THOMPSON FINANCIAL PLANNING | Beachwood, OH | 0 |
| ZEMBALA | Beachwood, OH | 0 |
| Company | Revenue ($ MM) |
|---|---|
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