Our Approach

Your Goals, Our Priority

We take a different approach to wealth management. One that involves understanding your financial goals, what motivates you, and how you picture your legacy. Our goals-based approach enables us to find appropriate financial strategies that are built specifically to your unique, ever-changing situation.

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

Let's Start Planning

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, 2024.

$500Billion in Client Assets Under Management

Stifel is responsible for more than $500 Billion in client assets.

As of December 31, 2024.

$6.6Billion in Trust Assets Under Advisement

Stifel Trust has $6.6 billion in trust assets under advisement.

As of December 31, 2024.

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