9,000 Associates
The firm has more than 9,000 associates.
As of December 31, 2024.
Our Mission
Our mission, as a client-centered wealth management team, is to help clients and their families create strategies and execute well defined plans that enable them to pursue their financial goals. Our strategies with our clients will be trans-generational, and our goals will be to make each client an advocate of our practice and the service we provide. We will pursue this by simply delivering pertinent financial guidance, value-added investment management strategies, unparalleled service, and unwavering focus on each client and their individual needs.
Today’s investment climate may offer opportunities.
At Stifel, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
- A clear understanding of their financial goals
- A well-defined roadmap for pursuing those goals
- Ongoing guidance to help adjust their roadmap when their needs change
Keeping You Informed
Stifel Insights
Dive into our latest articles, videos, podcasts, and more!
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.
Podcast
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.
Whitepaper
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.
Video
Market VolatilityInvesting for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.
Article
Should You Consolidate Your IRAs? Do you own multiple IRAs at various institutions? Over the years, many investors make annual IRA contributions or complete qualified plan rollovers to different accounts at numerous financial institutions and now find it costly and confusing to keep track of all the accounts.
Article
Strategic Planning for the SECURE Act's 10-Year RuleOne of the major changes under the SECURE Act is the elimination of the “stretch” distribution strategy for inherited IRAs and retirement plans.
Article
Which Type of Long-Term Care Insurance Is Right for You?The long-term care (LTC) insurance marketplace is changing quickly, and you have more options to choose from than ever before. Read on for the pros and cons of the three main types of coverage.
Article
Stifel
By the Numbers
Put simply, Stifel is a growth 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 Stifel$5.0 Billion in Net Revenue
in 2024.
As of December 31, 2024.
2,300 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, 2024.
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