Strategic Wealth Partners, Ltd.
SEC RegisteredComprehensive Wealth Management, Unbiased Guidance
About the firm
Strategic Wealth Partners provides professional and objective financial advice, all under one roof. The firm helps clients get more from their investment portfolios, fund education, plan for retirement, minimize tax exposure, and plan and execute business exit strategies. As a Registered Investment Advisor, Strategic Wealth Partners is held to a fiduciary standard and operates as an independent, fee-based firm.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, M&A advisory, investment management, retirement planning, education funding, tax minimization, and business exit strategy planning. Investment management includes tactical, technical, and dividend-focused in-house strategies, as well as access to over 300 institutional money managers.
Who they serve
Individuals seeking comprehensive financial services, including business owners planning exit strategies.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 2,626 | $463M |
| High Net Worth Individuals | 1,020 | $1.1B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Advisors at this firm
21 advisors in the directory
Regulatory & compliance
Data as of March 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Strategic Wealth Partners, Ltd. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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