Strategic Wealth Partners
Strategic Wealth Partners is an SEC-registered independent RIA founded in 2008, providing wealth management, investment management, M&A advisory, and 401(k) services to high-net-worth individuals, business owners, and families across seven US offices.
- Company typePrivate
- Founded2008
- HeadquartersIndependence, United States
- Headcount51–100
- GTM typeB2C
- OfferingServices
What Strategic Wealth Partners does
Strategic Wealth Partners is an independent, SEC-registered investment advisory firm founded in 2008 by Mark Tepper and headquartered in Independence, Ohio. The firm operates seven offices across Ohio, California, Indiana, Massachusetts, Georgia, and Pennsylvania, and provides wealth management, investment management, M&A advisory, and 401(k) advisory services. Its client base is concentrated in high-net-worth individuals, business owners, and families, with a $250,000 minimum investable asset threshold, typical client balances above $1 million, and dedicated tiers for clients at $5 million+ (Private Client Group) and $25 million+ net worth (Family Office).
The firm operates on a fee-based, assets-under-management compensation model and maintains a deliberately low client-to-advisor ratio of approximately 25:1. All licensed advisors hold advanced designations (CFP, CFA, or CPA). Strategic Wealth Partners has developed proprietary analytical tools including the Sellability Score, Wealthalyze, and Portfolio X-Ray, and operates a media platform comprising a podcast, published books, and an SWP ETF issued through an affiliated entity (SWP Investment Management LLC). Its technology stack integrates third-party platforms from Orion, Morningstar, eMoney, HubSpot, Redtail, and TD Ameritrade.
Strategic Wealth Partners is privately held and founder-led, with no public funding rounds disclosed. The firm was recognized on the Inc. 5000 list of fastest-growing private companies for four consecutive years (2014-2017), and founder Mark Tepper maintains a recurring media presence on CNBC and Fox Business. Revenue, AUM, and ownership structure beyond the founder's role are not publicly disclosed.
Strategic Wealth Partners firmographics
Firmographics- Name
- Strategic Wealth Partners
- Legal name
- Strategic Wealth Partners, Ltd.
- Website
- https://swpconnect.com
- Company type
- Private
- Founded year
- 2008
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- Strategic Wealth Partners is an SEC-registered independent RIA founded in 2008, providing wealth management, investment management, M&A advisory, and 401(k) services to high-net-worth individuals, business owners, and families across seven US offices.
- Ownership category
- akta.pro rank
Strategic Wealth Partners industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
- akta.pro secondary industries
- Business Owner & Executive Financial Planning (FSAEAAAO), Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE)
Keywords
Where Strategic Wealth Partners is headquartered
LocationHeadquarters
- HQ city
- Independence
- HQ country
- United States
- HQ region
- North America
Offices7 records
Markets served
Strategic Wealth Partners business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure, Others
Revenue model
- Investment Management / AUM Fees: Fee-based investment advisory services charged as a percentage of assets under management. As an independent, fee-based Registered Investment Advisor, the firm does not earn commissions on product sales, ensuring unbiased advice.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Standard Investment Management - $250,000 minimum |
| Subscription | Annual | Private Client Group - $5 million net worth |
| Subscription | Annual | Family Office - $25 million+ net worth |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Strategic Wealth Partners product offering
Product offeringCore offering
Strategic Wealth Partners is an independent, fee-based Registered Investment Advisor providing comprehensive wealth management, investment management, M&A/business transition advisory, and 401(k) plan advisory services to high net worth individuals, families, business owners, and professional athletes. Service is delivered under one roof through dedicated financial advisors supported by in-house specialists (CFAs, CFPs, a CPA, an estate planning attorney, and an investment banker), and complemented by proprietary assessment tools (Sellability Score, Wealthalyze, Portfolio X-Ray) and an affiliated ETF managed by SWP Investment Management LLC.
Product overview
Strategic Wealth Partners is a comprehensive wealth management and business advisory firm offering a unified suite of services under one roof. The core offerings include Wealth Management (investment portfolio management, tax planning, retirement planning, charitable giving, and wealth succession) and M&A/Business Transition Advisory, complemented by Investment Management and 401(k) Plans & Benefits services. The firm also provides three proprietary digital tools — Portfolio X-Ray (portfolio analysis), Wealthalyze (wealth management evaluation with SWOT analysis), and Sellability Score (business valuation ranking) — all offered free with no obligation. Additional offerings include The Capitalist Investor Podcast, the SWP ETF (managed by affiliated SWP Investment Management LLC), and authored books including Walk Away Wealthy, Exceptional Wealth, Tilting the Odds, and The Money Playbook.
Differentiator
Problem solved
Functional benefit
Brands
- Sellability Score: Proprietary online tool that provides a clear-eyed appraisal of a business's projected market value on a scale of one to 100.
- Wealthalyze
- Portfolio X-Ray
- The Capitalist Investor
Products and services
- Wealth Management Comprehensive wealth management service covering investment portfolio management, tax strategies, retirement planning, charitable giving, and wealth succession planning, delivered under one roof with a dedicated financial advisor supported by specialists.
- M&A/Business Transition Advisory Merger & acquisition advisory service guiding business owners through planning, pre-transaction preparation, and transaction execution for selling their businesses, with experience from over 100 exits.
- Investment Management Fee-based investment management delivered through systematic consultation, with access to over 300 institutional money managers and various in-house strategies.
- 401(k) Plans & Benefits Fiduciary retirement plan advisory services for 401(k) plans, including plan review, design consulting, employee communication, and diverse portfolio options.
- Portfolio X-Ray Free portfolio analysis tool that gauges stock portfolio strength by scoring top-10 holdings across management team, growth story, and valuation categories using professional investment evaluation markers.
- Wealthalyze Free, no-obligation tool that quickly and objectively evaluates a user's wealth management strategy, delivering a SWOT analysis of their approach for wealth protection and growth.
- Sellability Score Business valuation assessment tool that provides a score ranking the projected market value of a business on a scale of 1 to 100, ideal for business owners preparing their exit strategy.
- SWP ETF Exchange-traded fund managed by SWP Investment Management LLC, available at www.swp-invest.com.
Companies that use Strategic Wealth Partners
Customer profileSegments3 records
Ideal customer profiles3 records
Strategic Wealth Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature3 records
Strategic Wealth Partners partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core.
- Orion AdvisorcoreTechnology platform provided to advisors for portfolio management, client reporting, and operational workflows.
- MorningstarcoreInvestment research and data platform utilized for investment analysis and portfolio construction.
- eMoneycoreFinancial planning software used for comprehensive financial plan creation and client presentation.
- HubSpotcoreCRM and marketing automation platform used for client relationship management and business development.
- Redtail CRMcoreCustomer relationship management system designed specifically for financial advisors.
- TD AmeritradecoreClearing firm and custodial platform for client account management and trading.
Scale indicators4 records
Recent moves6 records
Expansion highlights5 records
Strategic Wealth Partners competitors and assessment
Company assessmentDirect peers
- Edelman Financial Engines: Large independent RIA serving HNW households nationally with fee-based advisory, financial planning, and 401(k) services — directly comparable in business model, fiduciary structure, and target client base to SWP.
- Creative Planning: Independent, fee-only RIA providing comprehensive wealth management, tax planning, and estate services to HNW individuals and business owners — closely aligned with SWP's service stack and target verticals.
- Mariner Wealth Advisors: National independent wealth advisory firm offering investment management, financial planning, tax, and family office services to HNW/UHNW clients and business owners — directly comparable service suite and client profile.
- Fisher Investments: Independent investment management firm serving HNW individuals and institutions, with a media-visible founder — directly comparable business model with strong overlap in HNW target segment and AUM-based fee structure.
- Hightower Advisors: RIA platform serving HNW clients through partner advisors with comprehensive wealth management, M&A advisory, and family office services — directly comparable in service mix and advisor-led distribution model.
- Carson Group: RIA and coaching platform serving financial advisors and HNW clients with wealth management, business advisory, and exit-planning services — directly comparable in serving business-owner segment and offering M&A-adjacent services.
- Mercer Advisors: National RIA providing comprehensive wealth management, tax planning, estate planning, and family office services to HNW households — comparable service breadth and HNW/UHNW client focus.
- Ritholtz Wealth Management: Independent RIA serving HNW clients with investment management and financial planning, with strong media presence (Bloomberg, CNBC) and content-driven brand — closely comparable media-led acquisition model.
Broad incumbents
- Focus Financial Partners: Leading RIA consolidator providing wealth management through a national network of partner firms — broader incumbent in the same space, offering similar services at scale through an M&A-driven partnership model.
- CapGroup (Capital Group): Large incumbent asset manager offering wealth advisory and portfolio management to HNW and institutional clients — adjacent competitor in the HNW advisory space with broader product portfolio than SWP.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks7 records
Key highlights7 records
Customer concentration
Strategic Wealth Partners social profiles
Digital presenceStrategic Wealth Partners compliance and trust
Trust signalCompliance1 record
Strategic Wealth Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Strategic Wealth Partners leadership team
Management profileNumber of profiles
Profiles12 records
Strategic Wealth Partners subsidiaries and ownership
Company hierarchySubsidiaries1 record
Strategic Wealth Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Strategic Wealth Partners M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Strategic Wealth Partners
What does Strategic Wealth Partners do?
Strategic Wealth Partners is an independent, fee-based Registered Investment Advisor providing comprehensive wealth management, investment management, M&A/business transition advisory, and 401(k) plan advisory services to high net worth individuals, families, business owners, and professional athletes. Service is delivered under one roof through dedicated financial advisors supported by in-house specialists (CFAs, CFPs, a CPA, an estate planning attorney, and an investment banker), and complemented by proprietary assessment tools (Sellability Score, Wealthalyze, Portfolio X-Ray) and an affiliated ETF managed by SWP Investment Management LLC.
Is Strategic Wealth Partners a public or private company?
Strategic Wealth Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Strategic Wealth Partners founded?
Strategic Wealth Partners was founded in 2008. It employs 51 to 100 people.
Where is Strategic Wealth Partners based?
Strategic Wealth Partners is headquartered in Independence, United States, in the North America region.
How does Strategic Wealth Partners make money?
One revenue line is on record: investment Management / AUM Fees.
Who are Strategic Wealth Partners's main competitors?
Direct peers on record are Edelman Financial Engines, Creative Planning, Mariner Wealth Advisors, Fisher Investments, Hightower Advisors, Carson Group, Mercer Advisors and Ritholtz Wealth Management. Broad incumbents are Focus Financial Partners and CapGroup (Capital Group).
Does Strategic Wealth Partners have an API?
No public API is recorded for Strategic Wealth Partners.
What industry is Strategic Wealth Partners in?
Strategic Wealth Partners's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAL, Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes), with a secondary code of FSAEAAAO, Business Owner & Executive Financial Planning. Its NAICS code is 523940 and its SIC code is 6282.