1890 The Year We Were Founded
and we're still going strong.
Our Philosophy
Our philosophy is built on a commitment of consistency and detailed planning. With access to Stifel’s high-caliber resources – including highly skilled research analysts and economic and market strategists – we are prepared to help our clients build customized wealth management strategies tailored to their risk tolerance, timeframe, and goals. Our team aims to provide each client with a high level of service and availability, and we strive to have a client relationship that is built on transparency and an open line of communication.
We start by creating a Stifel Wealth Strategist Report® – a comprehensive financial plan – and tailor our holistic investment approach to each specific client and the goals they’re pursuing. We conduct periodic reviews with our clients so that they have the best opportunity to pursue their goals. Clients can expect a team who is at their side as their life evolves. We’re not just addressing clients’ finances. Rather, we become vested in their goals and lives – cheering them on at each milestone and providing guidance during any setback.
Contact UsWe start by creating a Stifel Wealth Strategist Report® – a comprehensive financial plan – and tailor our holistic investment approach to each specific client and the goals they’re pursuing. We conduct periodic reviews with our clients so that they have the best opportunity to pursue their goals. Clients can expect a team who is at their side as their life evolves. We’re not just addressing clients’ finances. Rather, we become vested in their goals and lives – cheering them on at each milestone and providing guidance during any setback.
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We look forward to hearing from you and discussing your financial goals.
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 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, 2024.
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Read, watch, or listen to our timely investor insights.
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.
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 VideoSight|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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