CRD: 153184
Stratos Wealth Partners, LTD
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 06-04-2010
- Office Locations
- 117
Office Locations
About Stratos Wealth Partners, LTD
Stratos Wealth Partners is a holistic wealth management firm serving business owners and individual investors with objective financial guidance across retirement, education, estate and business planning. Advisors coordinate with clients’ tax professionals and attorneys and leverage independent economic and market research to inform impartial strategies for wealth accumulation and management. Recognized by Barron’s as a Top 100 RIA firm in America (2018–2024).
Reported data analysis
What the numbers show
Between December 22, 2025 and June 29, 2026, reported AUM increased 28.9%, from $14.5B to $18.6B.
Across 5 reported observations, AUM increased 68.9% between December 22, 2022 and June 29, 2026, from $11.0B to $18.6B.
Of the latest reported AUM, 95.7% is discretionary and 4.3% is non-discretionary.
The firm reports 352 advisory representatives and 25,767 clients, or 73.2 clients per representative. That equates to $723.7K in reported AUM per client.
The profile lists 117 reported office locations and 16 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
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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 12 owners & executives
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CHELSEA June ADAMS
Financial Advisor, General Partner
- CRD
- #5367258
CRAIG PALMER ADAMS
CFP®
- CRD
- #1260613
Showing 2 of 404 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $17,847,976,323 | $394,213 |
| Non-Discretionary | $798,405,375 | $329,783 |
| Total | $18,646,381,698 | $390,942 |
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Separately Managed Accounts
SMA allocation detail is available
Stratos Wealth Partners, LTD 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
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Stratos Wealth Partners, LTD's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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