Broker Check
 

About Stratos

About Stratos Wealth Partners

EverVest Financial is a partner on the advisory side with the Stratos Wealth Partners network, based in Beachwood, Ohio. Independent advisors from around the USA have found a home in a hybrid brokerage and advisory model that allows practitioners to create their practices the way they feel best responds to their market and clients. And for four years in a row, Barron’s has named Stratos one of the top 100 RIAs in the country.*

Stratos was a natural fit for EverVest, as we looked to partner with a firm that would be supportive of our practice but also have a true understanding of the value of independence for both clients and advisors. Stratos provides strategic support in the areas of compliance, information technology, advanced reporting and practice management.


*The rankings are based on data provided by individual advisors and their firms. Advisor data is confirmed via regulatory databases, cross-checks with securities firms and conversations with individual advisors. The formula Barron’s uses to rank advisors is proprietary. It has  three major components: assets, managed, revenue produced and quality of practice. Investment returns are not a component of the rankings because an advisor’s returns are dictated largely by the risk tolerance of Clients. The quality-of-practice component includes an evaluation of each advisor’s regulatory record.