Wealth manager, independent · Independence, OH
Strategic Wealth Partners, LTD.
SEC-registered investment adviser · CRD 148586 · SEC 801-79487
At a glance
Strategic Wealth Partners, LTD. is an SEC-registered investment adviser based in Independence, Ohio, with $1.6B in regulatory assets under management as of its Form ADV filed March 29, 2026. It reports 3,646 individual clients, 1,020 of them high-net-worth, holding an average of about $0.4 million each, and 24 employees. That ranks it 659th among the nation’s 5,657 independent wealth management RIAs and 32nd of 226 in Ohio. It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity.
Main office 216-800-9000swpconnect.comAs filed on Form ADV
- Regulatory AUM
- $1.6B
- Rank among independent wealth managers
- #659 of 5,657
- Rank among all SEC RIAs
- #4,055 of 17,210
- Rank in Ohio
- #32 of 226
- Individual clients
- 3,646
- High-net-worth clients
- 1,020
- Accounts
- 3,674
- Discretionary
- 99% of AUM
- Employees
- 24
- Advisory staff
- 20
- Offices
- 7
Owners and executives on its Form ADV
- Mark M TepperManaging Partner
- Anthony A ZabiegalaChief Operating Officer
- Matthew A. BuresChief Compliance Officer
- Nathan M. FischerChief Investment Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Strategic Wealth Partners, LTD. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer.
Form ADV Part 1 doesn’t name an unaffiliated broker-dealer. The firm’s Part 2A brochure (Item 10) and each adviser’s record on the SEC’s adviser search do.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 1,020 | $1.1B | 65% |
| Individuals | 2,626 | $463M | 28% |
| Corporations or other businesses | 26 | $92M | 6% |
| Charitable organizations | 2 | $13M | <1% |
Disciplinary disclosures
Strategic Wealth Partners, LTD. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Periodicals or newsletters
- Educational seminars and workshops
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗swpconnect.com ↗
AtlasMembers
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Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,352 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Similar-size RIAs in Ohio
All of Ohio →| Firm | Regulatory AUM | Clients |
|---|---|---|
| Eubel Brady & SuttmanMiamisburg | $2.1B | 755 |
| Beese Fulmer Private Wealth ManagementCanton | $2.1B | 810 |
| KMG Fiduciary Partners, LLCToledo | $1.7B | 1,301 |
| Opus Capital ManagementCincinnati | $1.5B | 415 |
| Horan Wealth, LLCCincinnati | $1.5B | 1,408 |
| United Advisor GroupCincinnati | $1.4B | 6,395 |
Background
Questions
How much does Strategic Wealth Partners, LTD. manage?
Strategic Wealth Partners, LTD. reports $1.6B in regulatory assets under management across 3,674 accounts, 99% of it on a discretionary basis, on its Form ADV filed March 29, 2026.
How many clients does Strategic Wealth Partners, LTD. have?
It reports 3,646 individual clients: 1,020 high-net-worth individuals and 2,626 other individuals. Individuals account for about 94% of its regulatory assets.
Where is Strategic Wealth Partners, LTD. headquartered?
Its main office is in Independence, Ohio. It reports 7 offices in total and 24 employees, 20 of whom perform investment advisory functions.
How does Strategic Wealth Partners, LTD. charge clients?
On Form ADV it lists these forms of compensation: a percentage of assets under management; hourly charges; fixed fees. Fees and minimums are set out in its Form ADV Part 2A brochure, available on the SEC’s adviser search.
What custodian does Strategic Wealth Partners, LTD. use?
It reports 2 custodians for its clients’ separately managed accounts: Charles Schwab and Fidelity. On Schedule D of its Form ADV filed March 29, 2026, it reports these amounts held: Charles Schwab ($1.4B); Fidelity ($249M). Form ADV lists only custodians holding 10% or more of separately managed account assets.
Is Strategic Wealth Partners, LTD. a hybrid RIA with a broker-dealer?
Strategic Wealth Partners, LTD. is a hybrid RIA: 1 of its employees are also registered representatives of a broker-dealer. Those representatives can also earn commissions on brokerage business through the broker-dealer, where different rules apply than for advisory accounts.
Is Strategic Wealth Partners, LTD. a fiduciary?
As an SEC-registered investment adviser, Strategic Wealth Partners, LTD. owes its advisory clients a fiduciary duty under the Investment Advisers Act of 1940, which includes duties of care and loyalty. 1 of its employees are also registered representatives of a broker-dealer, where different rules apply to brokerage recommendations.
Where these numbers come from
Every figure is Strategic Wealth Partners, LTD.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-29), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Its national rank compares it with every US-based independent wealth management RIA, the same field as The Largest RIAs. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →