Managing Your Wealth Together

At Stifel, I can truly place my clients’ interests first, offering top-tier investment and wealth management capabilities from one of America’s pre-eminent firms.

For my clients, I thank you for your trust and loyalty and look forward to continuing to help you pursue your financial goals. For prospective clients, thank you for taking a look. I would be honored to talk with you about my approach and your needs.

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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$5.0 Billion in Net Revenue

in 2024.

As of December 31, 2024.