On May 14, 2026, Stratos Wealth Holdings announced that had acquired 11 of its partner firms.
On May 14, 2026, Stratos Wealth Holdings (“Stratos”) announced that it had acquired 11 of its partner firms. The acquisitions, which were completed on December 31, 2025, including Jamie Turk Holdings, based in Beachwood, Ohio, Kowal Financial Advisors, based in Fairfax, Virginia, Marquis Wealth Group, based in Tucson, Arizona, PTM Financial, based in Chula Vista, California, Spain & Smith Wealth Advisors and Pistone Wealth Advisors, based in Pepper Pike, Ohio, True North Wealth Partners, based in Dublin, Ohio, Veritas Boston, based in Rockland, Massachusetts, Windsor Wealth Management, based in Gladwyne, Pennsylvania, and two Stratos Private Wealth firms based in San Diego and Westchester, New York. Further terms of the transactions were not disclosed.
Stratos, based in Beachwood, Ohio, is a family of companies focused on supporting the growth of financial advisors across business models and affiliation structures. Stratos oversees approximately $18.6 billion in client assets.
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