RIA · Independent channel
RPI
RPI Financial Life Planners
Acquired by Stratos Wealth Partners · August 2026
Naperville, Illinois wealth management and financial planning practice (RPI, Inc.), formerly affiliated with Osaic, acquired by Stratos Wealth Partners in 2026.
- Website
- rpiplan.com
- Regulator record
- OSAIC WEALTH, INC. (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
—
Reported practice assets · 0 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining RPI in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving RPI in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Aug 19 | Acquisition | RPI Financial Life PlannersNaperville, IL | Stratos Wealth PartnersRIA | Undisclosed | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.