Our Approach

As a team, we are dedicated to developing lasting relationships with all our clients. One of the benefits of working with us is our ability to provide clear, easily understood explanations of financial products and services. The personalized process we provide acts as a roadmap to pursuing your short- and long-term goals.

Our Clients

The majority of our clients are individual investors, professional money managers, businesses, and municipalities.  We endeavor to know and understand your financial situation and provide you with only the highest quality information, services, and products to help you pursue your goals. 

Stifel

By the Numbers

Put simply, Stifel is a growing 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.

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1890 The Year We Were Founded

and we're still going strong.

2,300 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, 2023.