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.

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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 financial plan is essential to providing an outstanding and relevant level of service to each and every client we serve.

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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.

$5.3Billion in Equity Capital

As of December 31, 2023

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