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Latest transactions

RIA · Independent channel

Stratos Wealth Partners

Includes the history of RPI (acquired August 2026)

Operate an advisory practice under the host firm’s RIA registration, using its supervision and practice resources.

Website
stratoswealthpartners.com
Regulator record
LPL FINANCIAL LLC (FINRA)
Recorded arrivals
1
Teams and practices joining in 2026
Recorded departures
2
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 1 disclosed
Departure assets
$1.1B
Reported practice assets · 1 of 2 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
0 Jan
0 Feb
0 Mar
0 Apr
0 May
0 Jun
0 Jul
1 Aug
0 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

01
RPI
1

Departures went to

Destination firms, by number of teams

Arrivals 1

Teams joining Stratos Wealth Partners in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Aug 19 Acquisition RPI Financial Life PlannersNaperville, IL RPIRIAacquired by Stratos Wealth Partners, Aug 2026 Undisclosed Press Release

Departures 2

Teams leaving Stratos Wealth Partners in 2026.

Date Pattern Team / advisor(s) To Reported assets Source
Sep 1 Lateral Twenty Four WealthDarien, CT Twenty Four WealthRIA $1.1B Press Release
Jun 5 Lateral Three Asset Advisory GroupCincinnati, OH Wells Fargo FiNetIndependent Broker-Dealer Undisclosed InvestmentNews

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.