Strategic Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, and educational seminars. Financial planning was provided to 500 clients last fiscal year.
Strategic Wealth Partners reports 3,674 clients. They include 2,626 individual clients, 1,020 high-net-worth individuals, and 26 corporations and other businesses. Of its assets, 99.5% ($1.64B across 3,615 accounts) are managed with discretion; $8.36M across 59 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 71% | 28% |
| High-net-worth individuals | 28% | 65% |
| Charitable organizations | <1% | <1% |
| Corporations and other businesses | <1% | 6% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 2,626 | $463M | 28.2% | $176K |
| High-net-worth individuals | 1,020 | $1.08B | 65.5% | $1.06M |
| Charitable organizations | Fewer than 5 | $12.8M | 0.8% | $6.42M |
| Corporations and other businesses | 26 | $92.2M | 5.6% | $3.55M |
| Total | 3,674 | $1.64B | 100% | — |
- Clients
- 2,626
- Regulatory AUM
- $463M
- AUM share
- 28.2%
- Avg. per client
- $176K
- Clients
- 1,020
- Regulatory AUM
- $1.08B
- AUM share
- 65.5%
- Avg. per client
- $1.06M
- Clients
- Fewer than 5
- Regulatory AUM
- $12.8M
- AUM share
- 0.8%
- Avg. per client
- $6.42M
- Clients
- 26
- Regulatory AUM
- $92.2M
- AUM share
- 5.6%
- Avg. per client
- $3.55M
Total
- Clients
- 3,674
- Regulatory AUM
- $1.64B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 500
Strategic Wealth Partners charges 0.20%–2.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Hourly or flat-fee financial planning and consulting, with a maximum hourly fee of $500 and a minimum fee of $3,000 for a financial plan.
Mark Tepper owns 50% to 75% of Strategic Wealth Partners. The leadership team of Strategic Wealth Partners includes Chief Investment Officer Nathan Fischer, Chief Operating Officer Anthony Zabiegala and Chief Compliance Officer Matthew Bures. It has 24 employees, 20 of them in advisory roles.
Leadership
- Anthony ZabiegalaChief Operating Officer
- Matthew BuresChief Compliance Officer
- Nathan FischerChief Investment Officer
- Mark TepperManaging Partner
Investment adviser representatives
21 representatives listed in the SEC register as of 9 October 2026.
- David R Abate
- Peter James Brunton
- Matthew Allen Bures
- Javier Enrique Cordero Conde
- Richard Robert Eicheldinger
- Nathan Michael Fischer
- Nathan Angel Forristal-Garcia
- Cole Niklaus Frischman
- Derek Michael Gabrielsen
- Anthony Christian Gillaizeau
- Robert John Lambert
- Brian Eugene Martin
- Timothy Michael McGannon
- Michael T Nowacki
- Sean Allen Orick
- Samuel Brown Petitjean
- John Douglas Root
- Juan Jose Santiago Marrero
- Mark M Tepper
- Francisco G TexidorFigueroa
- Anthony A Zabiegala
Staff
- 24 employees
- 20 in advisory functions
- 20 state-registered reps
- 1 broker-dealer rep
- 10 insurance agents
- Owns 50% to 75% of Strategic Wealth Partners, LTD.
Mark Tepper
Control person · since October 2008
- Owns 10% to 25% of Strategic Wealth Partners, LTD.
Anthony Zabiegala
since December 2008
- Owns 10% to 25% of Strategic Wealth Partners, LTD.
Nathan Fischer
since February 2022
Strategic Wealth Partners’ regulatory assets grew 4.1× from $401M (June 2021) to $1.64B (March 2026); clients rose from 670 to 3,674 and employees from 13 to 24. In 2021, Symons Capital Management ($214M in its last filing) joined it.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $1.64B | 3,674 | 24 | 7 |
| July 2025 | $1.32B | 1,778 | 19 | 8 |
| May 2024 | $1.08B | 1,290 | 23 | 13 |
| August 2023 | $796M | 956 | 20 | 10 |
| March 2022 | $721M | 684 | 18 | 8 |
| June 2021 | $401M | 670 | 13 | 6 |
Firms that joined
20211 joined
- Symons Capital ManagementLast filed AUM $214M
Firms whose SEC withdrawal reports a sale to this firm, and deals reported in the press. Teams that moved without selling a registered firm may not appear.
Besides its headquarters, Strategic Wealth Partners has 6 offices (1 private residence, listed without an address), with 6 listed addresses across 5 states.
California · 2 listed addresses
- 1212 Broadway Plaza, Walnut Creek
- 145 S. Fairfax Avenue, Suites 200 & 300, Los Angeles
Georgia · 1 listed address
- 12600 Deerfield Parkway, Suite 100, Alpharetta
Maryland · 1 listed address
- 5850 Waterloo Road, Columbia
Massachusetts · 1 listed address
- 8 Grove Street, Wellesley
Ohio · 1 listed address
- 5005 Rockside Road, Suite 1200, IndependenceHQ
Contact and registration details
- Legal name
- Strategic Wealth Partners, LTD.
- Headquarters
- 5005 Rockside Road, Suite 1200, Independence, OH 44131-6829
- Website
- swpconnect.com
- Phone
- 216-800-9000
- SEC file
- 801-79487
- Structure
- Ohio LLC
- Fiscal year end
- December
Strategic Wealth Partners uses Charles Schwab ($1.4B, 85%) and Fidelity ($249M, 15%) as custodians for its separately managed accounts. Strategic Wealth Partners does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- Charles SchwabCharles Schwab & Co., Inc. · El Paso, TX · $1.4B85%
- FidelityNational Financial Services LLC · Boston, MA · $249M15%
At year end, Strategic Wealth Partners’ separately managed accounts were mostly in stocks (50%) and funds (43%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.62B across 1,462 positions; the largest are Swp Growth & Income ETF (8.8%), iShares Mbs ETF (3.0%) and Microsoft Corp. (2.8%).
What the accounts hold
- Stocks50%
- Funds43%
- Bonds1%
- Cash7%
Reported 13F holdings
- $1.62B
- Reported 13F value
- 1,462
- Positions
- 30.8%
- In the 10 largest
- +12.0%
- Value vs. prior quarter
- Swp Growth & Income ETFETF8.8%
- iShares Mbs ETFETF3.0%
- Microsoft Corp.2.8%
- Apple Inc.2.8%
- Alphabet Inc. Cap Stk CL A2.7%
- iShares MSCI Eafe ETFETF2.6%
- State Street SPDR Portfolio Short Term Corporate Bond ETFETF2.5%
- Broadcom Inc.2.1%
- iShares 3-7 Year Treasury Bond ETFETF1.9%
- Invesco International Dividend Achievers ETFETF1.6%
Together, the ten largest are 30.8% of reported value.
How many clients does Strategic Wealth Partners have?
Strategic Wealth Partners has 3,674 clients and manages $1.64 billion for them, as of March 2026. They include 2,626 individual clients, 1,020 high-net-worth individuals, and 26 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 29 March 2026
What services does Strategic Wealth Partners offer?
Strategic Wealth Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, publishing newsletters, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Strategic Wealth Partners charge?
Strategic Wealth Partners charges 0.20%–2.00% a year for its Comprehensive Portfolio Management. The fee is billed in advance and is negotiable.
Source: SWP FORM ADV, PART 2A DTD 03-31-2026, filed 29 March 2026
Which custodians does Strategic Wealth Partners use?
Strategic Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (El Paso, TX), with $1.4B and National Financial Services LLC (Boston, MA), with $249M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 29 March 2026
How many financial advisors does Strategic Wealth Partners have?
Strategic Wealth Partners has 20 investment adviser representatives registered with state securities authorities, out of 24 employees, and 20 perform investment advisory functions. 1 employee is a registered representative of a broker-dealer and 10 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Strategic Wealth Partners invest in?
At the end of its last fiscal year, Strategic Wealth Partners’ separately managed accounts held 50% exchange-traded equities, 43% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Strategic Wealth Partners?
Strategic Wealth Partners’ direct owners are Mark Tepper (50% to 75%), Anthony Zabiegala (10% to 25%) and Nathan Fischer (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 29 March 2026
How does Strategic Wealth Partners get paid?
Strategic Wealth Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Strategic Wealth Partners registered with the SEC?
Yes, Strategic Wealth Partners has been registered with the SEC as an investment adviser since 14 April 2014. Its CRD number is 148586 and its SEC file number is 801-79487.
Source: Form ADV Part 1A, Item 1, filed 29 March 2026; IAPD firm record
How do I contact Strategic Wealth Partners?
Strategic Wealth Partners’ main office is at 5005 Rockside Road, Suite 1200, Independence, OH 44131-6829. Its phone number is 216-800-9000. Its website is swpconnect.com.