STRATOS WEALTH PARTNERS
10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served16-3 YoYRank #929 of mapped providers
Assets under administration$20.1B0.0%Market share · rank #652
Fees received$876,968Median $24,766/planSum across Schedule C direct + indirect
Net wins YoY-41 won · 5 lostPlan-level switch detection
Plans served · 5-year trajectory
Market-share plans percent annotated. Bar height is raw plan count.
Customer-base shape
What does a typical STRATOS WEALTH PARTNERS plan look like?
Service mix · median fees per plan
Count of plans where STRATOS WEALTH PARTNERS ships each service code, and the median compensation they report under it.
| Service | Plans | Median fees | Distribution |
|---|---|---|---|
Investment advisory (plan)Code 27 | 10 | $24,766 | |
Investment advisory (participants); Investment managementCode 26 | 4 | $49,971 | |
Other feesCode 99 | 2 | $4,213 |
Competitor overlap
Percent of STRATOS WEALTH PARTNERS's plans that also list each competitor on Schedule C. High numbers = co-living partners; low numbers = direct displacement targets.
Plans won in 2024
Appeared this year; did not appear last year under STRATOS WEALTH PARTNERS.
| Sponsor | From | Assets |
|---|---|---|
8G SOLUTIONS LLCCO · 480983227-001 | INTELLICENTS INVESTMENT SOLUTIONS I | $4M |
Plans lost in 2024
Appeared last year under STRATOS WEALTH PARTNERS; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | FINANCIAL ENGINES | $5.7B |
PRESTIGE EMPLOYEE ADMINISTRATORS, INC.NY · 113448580-333 | LPL FINANCIAL | $356M |
MILL ROSE GROUP, INC.OH · 341935263-001 | FIDELITY INVESTMENTS INSTITUTIONAL | $14M |
APC CONSTRUCTION, LLCLA · 320186386-001 | (new plan) | $5M |
Top plans by assets
Searchable full list lands with the commercial layer.
| Plan | Assets | Participants | Fees | Tenure | Flags |
|---|---|---|---|---|---|
THE CLEVELAND CLINIC FOUNDATIONOH · 340714585-002 | $9.2B | 86,817 | $237,106 | 10y | 1 |
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUPCA · 951750445-008 | $7.9B | 12,335 | $185,329 | 10y | 1 |
NETJETS AVIATION, INC.OH · 310682096-001 | $2.5B | 4,530 | $31,580 | 4y | 1 |
PROVIDENCE ADMINISTRATIVE CONSULTING SERVICES INCUT · 030569171-001 | $199M | 30,857 | $119,230 | 2y | 1 |
MIDWEST PHYSICIAN ANESTHESIA SERVICES, INC.OH · 311039177-001 | $133M | 155 | $10,591 | 7y | - |
AUTO CHLOR SERVICES, LLCLA · 720927398-002 | $46M | 549 | $75,544 | 5y | 1 |
SHIN-ETSU SILICONES OF AMERICA, INC.OH · 954015700-002 | $37M | 362 | $19,780 | 10y | 1 |
CENTER FOR ORGAN RECOVERY & EDUCATIONPA · 251332885-001 | $35M | 301 | $10,000 | 5y | - |
LIPSEYS, L.L.C.LA · 720803154-001 | $29M | 170 | $25,537 | 2y | - |
DICKSON MEDICAL ASSOCIATES P.C.TN · 620811691-002 | $27M | 703 | $74,832 | 6y | 1 |
Flag exposure
81.3%Market: 89.2%
This provider
Market baseline
Share of this provider's plans tripping any deterministic red flag this year. Lower than market baseline = better risk surface.
Aliases resolved (10)
Raw Schedule C names collapsed into STRATOS WEALTH PARTNERS.
- STRATOS WEALTH ADVISORS
- STRATOS WEALTH ADVISORS LLC
- STRATOS WEALTH PARNTERS LTD
- STRATOS WEALTH PARTNERS
- STRATOS WEALTH PARTNERS LLC
- STRATOS WEALTH PARTNERS LTD
- STRATOS WEALTH PARTNERS LTD.
- STRATOS WEALTH PARTNERS, LTD
- STRATOS WEALTH PARTNERS, LTD.
- STRATOS WEALTH PTRS
Book composition by plan size
Bars stack to total plans served; segments use the same asset cutoffs as the /retirement size filter. Up-and-to-the-right on the bigger segments = moving up-market.
Under $5M$5-50M$50-250M$250M-1B$1B+
Compliance posture vs market
Per-flag share for STRATOS WEALTH PARTNERS's book against the same flag's overall prevalence across all filings. Negative delta = under-indexed (cleaner book); positive = elevated risk surface.
| Flag | Plans flagged | Provider % | Market % | Delta |
|---|---|---|---|---|
| Recently terminated | 0 | 0.00% | 7.76% | -7.76 pp |
| Fidelity bond gap | 0 | 0.00% | 26.94% | -26.94 pp |
| Late contributions | 3 | 18.75% | 1.71% | +17.04 pp |
| Failed to provide benefit | 1 | 6.25% | 0.14% | +6.11 pp |
| Corrective distributions | 5 | 31.25% | 1.76% | +29.49 pp |
| Loss discovered | 0 | 0.00% | 0.00% | -0.00 pp |
New-plan formation share
Share of plans filing for the first time each year that landed with STRATOS WEALTH PARTNERS. Compare to the incumbent market share (0.0%) - higher = winning new business, lower = coasting on existing relationships.
0.0%-0.0 pp vs incumbent