Our Approach

Our goal is to see life through your eyes before we develop your wealth management plan.
We do not practice a “one-size-fits-all” approach.  We understand each client is different, and our guidance is solely based on your needs and risk tolerance.  It’s not until you have a complete grasp of what you own and why you own it that we begin implementing your plan.
 

Our Clients

Our clients range from high-net-worth individuals, organizations, and those who are close to retiring or retired and looking to supplement their income.

Through Stifel, we have the freedom and ability to serve clients with sound investment choices and the services that they require, regardless of their net worth or account size.

By identifying your financial and personal needs, we strive to ensure your risk tolerance aligns with the structure of your accounts and that you fully understand how your accounts are invested.
Meet Our Team

1890The Year We Were Founded

and we're still going strong.

2,300Financial 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.

$4.43Billion in Net Revenues

in 2023.

As of December 31, 2023.

Stifel 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.

Meet Our Team

Learn more about each of us by clicking the link below.