In this episode of RIA+, Jeff Concepcion – founder and CEO of Stratos Wealth – one of the fastest-growing, sits down with Emigrant's Mark Bruno to discuss the strategies and tactics that have fueled of one of the largest and most successful firms in wealth management. With more than $37 billion in assets across its platform, over 350 advisors and a diverse mix of businesses that are purpose-built for growth-oriented advisors and firms, Stratos has become one of the most influential firms in wealth management. Wit some major strategic investments in technology, practice management and marketing capabilities, Jeff describes how he and his leadership team have Stratos strategically positioned Stratos to write the next chapter of its impressive growth story.
Learn more about Stratos here.
Summary
Stratos Wealth now manages over $37 billion in assets across its platform, making it one of the largest independent wealth firms in the U.S.
The firm supports 350+ advisors through a multi-channel model that includes W-2, 1099, and hybrid structures
Jeff Concepcion emphasizes organic growth as the foundation of Stratos’ success, driven by advisor enablement and marketing support
Stratos has made strategic investments in technology, including CRM systems and digital onboarding tools, to improve advisor efficiency
The firm’s practice management team helps advisors with succession planning, recruiting, and operational scale
Stratos uses M&A selectively, focusing on cultural alignment and long-term fit rather than rapid roll-ups
Jeff describes the transition from “great to elite” as requiring intentional infrastructure, not just growth for growth’s sake
The firm’s leadership prioritizes advisor independence while offering centralized resources to drive scale
Stratos is building a next-generation platform to support advisors through evolving client expectations and regulatory demands
Jeff closes by highlighting the importance of vision, discipline, and execution in sustaining elite performance over time