Stratos Wealth Partners Achieves No. 23 Ranking in Barron’s Top RIA Firms for 2025

Stratos Wealth Partners Achieves Top 23 Ranking in Barron’s List for 2025



Stratos Wealth Partners, a prominent player in the wealth management landscape, is making headlines once again. The firm has proudly secured the 23rd position in Barron’s Top 100 RIA Firms list for 2025. This achievement marks the eighth consecutive year that Stratos has appeared on this prestigious ranking, underscoring its enduring commitment to excellence and client service.

In a statement, Jeff Concepcion, the Founder and CEO of Stratos Wealth Partners, expressed his gratitude for this recognition. He highlighted the complex nature of the wealth management industry, noting that the firm’s ranking is a testament to the hard work, passion, and dedication displayed by both their advisors and home office team.

Barron’s Top RIA Firms list was established in 2016 and ranks independent advisory firms based on various criteria, including assets managed, growth in revenue, technology investments, and succession planning. The evaluation methodology involves comprehensively assessing a firm’s quantitative and qualitative metrics through a rigorous survey process. Factors such as client retention, advisor growth, and team diversity are crucial in determining a firm's position on the list.

As of June 30, 2025, Stratos Wealth Partners manages more than $15.1 billion in advisory assets, alongside an impressive $10.3 billion in brokerage and third-party managed assets. This brings the firm’s total assets under management to an impressive $25.4 billion. With over 285 financial advisors and more than 85 dedicated staff at their home office, Stratos has established a significant presence in the wealth management industry, operating with over 100 locations across the United States.

Stratos Wealth Partners aims to provide a robust operational and strategic framework, allowing financial advisors the flexibility they need to foster growth in their practices. Their commitment is not only to the growth of the firm but also to the development of its advisors, ensuring they have the tools and resources necessary to succeed.

The recognition from Barron’s is not just about numbers; it reflects the ethos of Stratos Wealth Partners. The firm emphasizes compliance, charitable work, and a strong regulatory record, further solidifying its reputation and reliability in the financial advisory sector.

The firm applied for this accolade by meticulously completing a detailed questionnaire, ensuring transparency regarding their operational metrics. Notably, Stratos Wealth Partners did not provide any compensation for consideration, reinforcing the independence of the award process. The rankings serve as a valuable insight into the firm’s operations but are not indicative of any individual client experience or predicting future performance.

In summary, Stratos Wealth Partners' position on Barron’s list is not just a celebration of their past achievements; it's a reflection of their ongoing commitment to enhancing their service offerings and delivering exceptional value to clients. As the firm continues to grow, it will be exciting to see how they shape the future of wealth management.

For further details, the 2025 list can be found on Barron’s website, where methodology and firm rankings are also discussed. In the dynamic world of wealth management, Stratos Wealth Partners stands out as a beacon of excellence and innovation.

Topics Financial Services & Investing)

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