Stratos Wealth Partners
advisor10 known aliases resolved via the canonical alias map
Market position · 2024
Plans served14-3 YoYRank #1281 of mapped providers
Assets under administration$20.1B0.0%Market share · rank #683
Fees received$623,392Median $23,452/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); Direct payment from the planCode 27 | 8 | $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 | $4M |
Plans lost in 2024
Appeared last year under Stratos Wealth Partners; not this year.
| Sponsor | To | Assets |
|---|---|---|
SOUTHERN CALIFORNIA EDISON COMPANYCA · 951240335-002 | Edelman Financial Engines | $5.7B |
PRESTIGE EMPLOYEE ADMINISTRATORS, INC.NY · 113448580-333 | Commonwealth Financial Network | $356M |
MILL ROSE GROUP, INC.OH · 341935263-001 | Fidelity Investments | $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 | $80,899 | 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 | $19,043 | 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 |
LIPSEYS, L.L.C.LA · 720803154-001 | $29M | 170 | $25,537 | 2y | - |
THE EQUITY TECHNOLOGY GROUP, INC.OH · 320430595-001 | $25M | 222 | $29,584 | 3y | 2 |
INSTITUTE FOR HUMAN AND SOCIAL DEVELOPMENTCA · 942920286-001 | $21M | 501 | $0 | 1y | - |
Flag exposure
85.7%Market: 89.1%
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.
- IBIS CAPITAL STRATOS WEALTH PARTNER
- J HANCOCK ALT ASSET ALLOC R4
- 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 /plans 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 | 2 | 14.29% | 1.71% | +12.57 pp |
| Failed to provide benefit | 1 | 7.14% | 0.14% | +7.00 pp |
| Corrective distributions | 5 | 35.71% | 1.76% | +33.96 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
Frequent partners by role
Who else shows up on Stratos Wealth Partners's plans most often. Switch tabs by counterparty role - high-overlap names are either referral channels (advisors, auditors) or competitive blocks (other recordkeepers).
| Partner | Shared plans | % of book |
|---|---|---|
| Frost Brown Todd LLC | 1 | 7.1% |
| Meranze Katz & Gaudioso PC | 1 | 7.1% |
| Warner Norcross & Judd LLP | 1 | 7.1% |