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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our Pittsburgh financial advisors have years of experience in financial services. We can help you address your needs today and for many years to come. We look forward to working with you through all stages of your life, please call (412) 368-5929.
Who We Are
We are Pittsburgh financial adviors and professionals based in Sewickley and Grove City, PA. Our team understands that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
Who We Are
We are Pittsburgh financial planners and professionals based in Sewickley and Grove City, PA. Our team understands that individuals face unique challenges as they prepare for retirement. We can help take the mystery out of preparing for today and tomorrow. Whether your goal is saving for retirement, college savings, or estate strategy, our personalized service focuses on your needs, wants, and financial goals and objectives.
Check the background of investment professionals associated with this site on FINRA’s BrokerCheck
STRATOS WEALTH PARTNERS TAKES NO. 23 ON BARRON'S TOP RIA FIRM’S LIST
Firm Appears on Annual Ranking for Ninth Consecutive Year
Stratos Wealth Partners (Stratos), part of the Stratos Family of Companies, today announced that it has once again been named to Barron’s list of the Top 100 RIA Firms. Stratos ranked No. 23 in the 2026 national ranking, marking the firm’s ninth consecutive appearance on the list.
“We are honored to be recognized on this list once again,” said Jeff Concepcion, Founder and CEO of Stratos. “This recognition reflects the continued dedication of our advisors and team members, and we are proud to be included alongside respected firms in the industry.”
Barron’s evaluates participating firms using a range of quantitative and qualitative measures, including assets, revenue and quality of practice. The ranking is based on information provided by participating firms and regulatory data.
See the 2026 list
See the full methodology
On Sept. 11, 2026, Stratos Wealth Partners, Ltd. placed 23rd on the list for the year 2026. 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.technology spending, and staff diversity based on responses supplied by the advisor to a detailed survey.







