Stratos Wealth Holdings Completes Acquisition of 11 Partner Advisory Practices
May 14, 2026
Stratos Wealth Holdings completed the acquisition of 11 partner advisory practices representing approximately $4.8 billion in total client assets (as of December 31, 2025). The acquisitions were underway prior to SEI’s strategic investment, and are part of Stratos’ strategy to partner with advisors to support growth, improve enterprise value, and create succession pathways while keeping advisors in leadership roles.
- Buyers
- Stratos Wealth Holdings, SEI Investments Company
- Targets
- Kowal Financial Services, Jamie Turk Holdings, Veritas Boston, True North Wealth Partners, Spain & Smith Wealth Advisors, Windsor Wealth Management, Pistone Wealth Advisors, Marquis Wealth Group, PTM Financial, Stratos Private Wealth Westchester, Stratos Private Wealth San Diego
- Industry
- Financial Services
- Location
- Ohio, United States
- Transaction Type
- Buyout
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