1890 The Year We Were Founded
and we're still going strong.
Our Mission
Committed to integrity, transparency, and a high level of service, we strive to be advisors of choice for clients by continually seeking to meet and exceed their expectations through hands-on, customized wealth management.
2025 | 2026
Forbes’ Best-in-State Wealth Management Teams
Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.
Our Approach
Your Goals, Our Priority
Our approach to wealth management involves understanding your financial goals, motivation, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specific to your unique, ever-changing situation.
Let's Start Planning
Planning Your Financial Future
Starts Today
We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible plan is important for providing an outstanding and relevant level of service to each and every client we serve.
Let's Start PlanningStifel Wealth Tracker
View your accounts, analyze investments, and access exclusive market updates, research, and more.
Connect with Us
We look forward to hearing from you and discussing your financial goals.
Connect with Us
We look forward to hearing from you and discussing your financial goals.
Stifel
By the Numbers
Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2024.
$29 Billion in Assets Under Management
Our Asset Management affiliates have more than $29 billion in assets under management.
As of December 31, 2024.
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
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