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STRATOS WEALTH PARTNERS RISES TO NO. 22 ON BARRON'S TOP RIA FIRM'S LIST

STRATOS WEALTH PARTNERS RISES TO NO. 22 ON BARRON'S TOP RIA FIRM'S LIST

STRATOS財富合夥人公司在巴倫排行榜的頂級RIA公司名單中上升至第22位。
PR Newswire ·  09/19 23:00

Firm Appears on Annual Ranking for Seventh Consecutive Year

公司連續第七年榮登年度排名榜

BEACHWOOD, Ohio, Sept. 19, 2024 /PRNewswire/ -- Stratos Wealth Partners (Stratos), a part of Stratos Wealth Holdings, today announced it was named to Barron's Top 100 RIA Firms for the seventh consecutive year. The firm rose to No. 22 on the national 2024 ranking. It was No. 29 on the 2023 list.

2024年,美國俄亥俄州比奇伍德市,迪特表財富合夥人(Stratos Wealth Partners)宣佈連續第七年榮登《巴倫》世界雜誌評選的前100家RI業務券商榜單。該公司在2024年的全國排名上升至第22位,在2023年的榜單上是第29位。

"Our continued presence on this prestigious list is a testament to the hard work and dedication of our advisors and team members who enabled our growth and success," said Jeff Concepcion, Founder and CEO of Stratos Wealth Partners. "We're honored to be recognized again in an industry that continues to be competitive and complex."

迪特表財富合夥人(Stratos Wealth Partners)的創始人兼首席執行官Jeff Concepcion表示:「我們能夠持續出現在這個備受讚譽的榜單上,這是我們的顧問和團隊成員努力工作和奉獻的證明,正是他們促使了我們的增長和成功。我們很榮幸能再次在這個競爭激烈而複雜的行業得到認可。」

Barron's Top RIA Firms list was created in 2016 to rank independent advisory based on assets managed by the firms, growth, technology spending, succession planning and other metrics. The publication gathered information based on a survey of the firm's assets, revenue, advisor growth and client retention. The methodology includes qualitative factors including experience, degrees, diversity, charitable work and compliance records.

《巴倫》世界雜誌的RI業務券商前100強榜單于2016年創建,根據公司管理的資產、增長、技術投入、繼任計劃和其他指標進行排名。該雜誌通過對公司資產、營業收入、顧問增長和客戶保留的調查收集信息。此方法還包括經驗、學歷、多樣性、慈善工作和合規記錄等定性因素。

See the 2024 list at Barron's Top 100 RIA Firms.

請訪問《巴倫》世界雜誌的前100家RI業務券商榜單

About Stratos Wealth Partners
Stratos Wealth Partners, Ltd., an SEC Registered Investment Advisor, manages over $12.8 billion in advisory assets, and advises through LPL Financial, over $9.8 billion in brokerage and third-party managed assets for a total of $22.6 billion as of June 30, 2024. Stratos offers operational, strategic and a reliable infrastructure allowing advisors the flexibility to develop and grow their business.

關於迪特表財富合夥人
迪特表財富合夥人有限公司是一家SEC註冊的投資顧問,管理着超過128億美元的諮詢資產,並通過lpl financial爲代理和第三方管理的資產超過980億美元,總計爲226億美元截至2024年6月30日。迪特表財富合夥人提供運營、戰略和可靠的基礎設施,使顧問能夠靈活發展和壯大他們的業務。

Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd, a registered investment advisor. Stratos Wealth Partners and LPL Financial are separate entities.

證券產品由lpl financial提供,是FINRA/SIPC的成員。投資諮詢由迪特表財富合夥人有限公司提供,是一家註冊投資顧問。迪特表財富合夥人和lpl financial是獨立實體。

On Sept. 13, 2024, Stratos Wealth Partners, Ltd. placed 22nd on the list for the year 2024. Stratos Wealth Partners, Ltd. applied for the award by submitting responses to a detailed questionnaire for the award committee's consideration. Stratos Wealth Partners, Ltd. did not pay any compensation to be considered for the award. The award is not representative of any one client's experience and is not indicative of our firm's future performance. The award was independently granted, as Stratos Wealth Partners, Ltd. has no affiliation with Barron's. Please note that the award is not a referral to, endorsement or recommendation of, or testimonial for the advisor with respect to its investment advisory or other services. Barron's weighs dozens of qualitative and quantitative components, including assets managed, the size and experience of teams, regulatory record of the advisors and firms, succession planning, technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.

2024年9月13日,Stratos Wealth Partners股份有限公司在2024年的排名中位列第22。 Stratos Wealth Partners向獎項委員會提交了一份詳細問卷的回答,用於委員會考慮。 Stratos Wealth Partners沒有支付任何報酬以被考慮獲獎。該獎項不代表任何一位客戶的體驗,也不代表我們公司未來的表現。該獎項是獨立授予的,因爲Stratos Wealth Partners與Barron's沒有任何關聯。請注意,該獎項不是對顧問在投資諮詢或其他服務方面的推薦、認可或推薦。 Barron's根據顧問提交的詳細調查的答案,綜合考量了數十個定性和定量的因素,包括管理的資產、團隊的規模和經驗、顧問和公司的監管記錄、繼任計劃、技術支出和員工多樣性。

Methodology:

方法論:

Media Inquiries
Donald Cutler or Lorene Yue
Haven Tower Group
424.317.4856 or 424.317.4854
[email protected] or [email protected]

媒體查詢
Donald Cutler或Lorene Yue
海文塔客集團
424.317.4856或424.317.4854
全球貨幣

SOURCE Stratos Wealth

資料來源:Stratos Wealth

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