CRD: 283816
Stratos Wealth Advisors LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2016
- Office Locations
- 28
Office Locations
About Stratos Wealth Advisors LLC
Stratos Wealth Advisors is an Ohio-based RIA providing holistic, objective wealth management and financial planning for business owners and individual investors, coordinating with clients’ CPAs and attorneys on retirement, education, estate and business-succession needs. The firm builds portfolios using independent market/economic research, with exposure across public funds and ETFs, and operates on a multi-custodial platform including Schwab and Fidelity.
Reported data analysis
What the numbers show
Between December 22, 2025 and June 1, 2026, reported AUM increased 13.6%, from $4.9B to $5.6B.
Across 5 reported observations, AUM increased 65.1% between December 22, 2022 and June 1, 2026, from $3.4B to $5.6B.
Of the latest reported AUM, 99.4% is discretionary and 0.6% is non-discretionary.
The firm reports 67 advisory representatives and 5,040 clients, or 75.2 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 28 reported office locations and 10 years in operation. The source data was last updated on July 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
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Owner & Executives
David Albin
SUPERVISORY PRINCIPAL
- CRD
- #5715352
- Ownership
- Less than 5%
NANCY EILEEN ANDREFSKY
Chief Financial Officer
- CRD
- #5626963
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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WILLIAM EDWARD BAKER
Wealth Advisor
- CRD
- #3002235
Andrew Bessette
--
- CRD
- #7318448
Showing 2 of 79 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,537,716,284 | $433,854 |
| Non-Discretionary | $35,863,454 | $271,693 |
| Total | $5,573,579,738 | $432,194 |
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Separately Managed Accounts
SMA allocation detail is available
Stratos Wealth Advisors LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Stratos Wealth Advisors LLC's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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