1890 The Year We Were Founded
and we're still going strong.
Personalized Investment Guidance
Designed To Help Your Wealth Do More
We believe that managing wealth involves far more than managing an investment portfolio. It begins with developing a comprehensive understanding of who you are and the financial forces at work in your life. It means helping you to understand and respond appropriately to these forces. And, of course, it means helping you invest your assets in a way that reflects your life and the uniqueness of your long-term goals.
As your trusted advocates, we are committed to forming a long-lasting relationship with you built on trust. We will work closely with you to define your objectives, explore alternatives, and tailor wealth management and investment strategies that align with your needs. As our relationship evolves, we hope you come to regard us as a valued resource regarding your financial issues and decisions.
As your trusted advocates, we are committed to forming a long-lasting relationship with you built on trust. We will work closely with you to define your objectives, explore alternatives, and tailor wealth management and investment strategies that align with your needs. As our relationship evolves, we hope you come to regard us as a valued resource regarding your financial issues and decisions.
Here For You
Learn more about who we are and what we are capable of by watching this video!
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 Wealth Tracker
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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.
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, 2022.
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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.
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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.
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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 Video
Sight|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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