The Investment Firm
You’ve Been Waiting For.
Remember when being a financial advisor was fun? At Stifel, it still is.
Welcome to Stifel
Ron Kruszewski, Chairman and CEO, Stifel, introduces the firm financial advisors have been waiting for.
Imagine a Firm Built
By Advisors, For Advisors.
Supporting your wealth management business is our number one priority, and it all starts with a seamless transition to our firm. Our Transition Team will guide you through a hands-on experience and develop custom solutions to meet the needs of you and your clients.
Concierge Transition Services ▸
We’re equipped with all of the product offerings of the wirehouses, accessible product experts, and the freedom to recommend what you believe is appropriate for your clients. You really can have it all.
Small-Firm Service, Big-Firm Capabilities ▸
We build technology the right way. Our tech stack was thoughtfully curated to strengthen your client relationships and help you run your practice more efficiently.
Advisor-Driven Technology ▸
Stifel is a firm that enables growth by providing advisors with the perfect combination of culture and platform. It was designed for advisors like you, who are already successful, but still have the drive to go further.
Embrace Your Entrepreneurial Spirit ▸
We have all of the resources you
currently have…and more.
Nationally Recognized Research
One of the industry’s largest research platforms; dedicated to uncovering new investment ideas
Banking and Lending
Home loans, securities-based lending, even trust services – available at your discretion
Our team of financial, tax, and estate planning pros will help make you indispensable to your clients
Capital raising, advisory, and syndicate, along with a team to help you identify opportunities for your clients
Sophisticated offerings like hedge funds, private assets, and structured investments, just to name a few
Designed to strengthen your client relationships and free up time in your day
See what others are saying and decide for yourself.
Stifel associates at every level of the firm are very good at what they do, genuinely care about the client, and are here to serve. It’s amazing to work with people who are so focused on what’s best for the client, not the firm.
Think about this for a minute – 24 years of multiple investment and economic cycles, and yet this middle-market firm has continued to create a legacy for its shareholders every year. That is impact.
If you are looking to grow your business, Stifel is a breath of fresh air. The level of support for the advisor is unmatched in the industry. I feel like I’ve gone back in time 20 years to when I could call individuals in marketing, trading, or advisory operations and know the people by name.
Fitzgerald/Roberts Wealth Management Joins Stifel in Athens
ST. LOUIS, January 20, 2023 – Stifel Financial Corp. (NYSE: SF) today announced that the Fitzgerald/Roberts Wealth Management Group has joined the firm’s broker-dealer subsidiary, …
Catlett/Godin Wealth Management Joins Stifel in Wilmington
ST. LOUIS, October 26, 2022 – Stifel Financial Corp. (NYSE: SF) today announced Catlett/Godin Wealth Management has joined the firm’s broker-dealer subsidiary, Stifel, Nicolaus & …
Dick Ferguson Joins Stifel PCG Exec. Team; Ferguson Wealth Advisory Group Opens New Office in Athens
ST. LOUIS, October 6, 2022 – Stifel Financial Corp. (NYSE: SF) today announced that Richard “Dick” Ferguson will be joining Stifel’s Private Client Group Executive …
We’re Changing the
Future Of The Financial Industry.
The number of times our comp plan has changed in 24 years
Advisors joined Stifel in 2020
Your only regret will be that
you didn’t do it sooner.