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Spain & Smith Wealth Advisors

EST. AUM
$500,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Cleveland
CRD Number
Website spainsmith.com
Client types

Overview

Spain & Smith Wealth Advisors is an independent wealth management and comprehensive financial planning practice headquartered in Pepper Pike, Ohio. Led by industry veteran Henry "Hank" Spain, the firm delivers specialized long-term financial wellness programming, objective investment management, and values-driven advisory services. The firm conducts its regulated investment advisory business through Stratos Wealth Advisors, LLC, an SEC-registered investment advisor. Following its formal acquisition by Stratos in May 2026, the team leverages a heavily expanded institutional infrastructure backed by majority owner SEI to provide structured financial continuity and multi-generational planning options.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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