Stratos Wealth Enterprises has acquired RPI Financial Life Planners to enhance its presence in the Midwest. This partnership aims to support RPI's growth while maintaining its client-centered approach. The acquisition is expected to increase Stratos' assets by approximately $400 million. RPI will continue to operate under its own name and values while gaining access to Stratos' resources.
Company Information
Company
STRATOS WEALTH ENTERPRISES
About
Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. Stratos companies include Stratos Wealth Partners, Stratos Wealth Advisors, and Fundamentum. Stratos includes a national network of over 350 experienced financial advisors and financial planning practitioners working across 24 states throughout the country.
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Frequently asked
Who acquired RPI Financial Life Planners?
RPI Financial Life Planners was acquired by STRATOS WEALTH ENTERPRISES. The deal was reported on August 19, 2026. Stratos Wealth Holdings is a family of companies focused on supporting the growth and success of financial advisors across business models and affiliation structures. STRATOS WEALTH ENTERPRISES is privately held and operates in Financial Services.
When did STRATOS WEALTH ENTERPRISES acquire RPI Financial Life Planners?
STRATOS WEALTH ENTERPRISES's acquisition of RPI Financial Life Planners was reported on August 19, 2026. Stratos Wealth Enterprises has acquired RPI Financial Life Planners to enhance its presence in the Midwest. This partnership aims to support RPI's growth while maintaining its client-centered approach. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does RPI Financial Life Planners do?
RPI Financial Life Planners is a wealth management and financial planning practice that has been serving individuals and families for over 40 years. It is privately held, operating in Financial Services, and is based in Naperville.
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