Where Advisors Build On Success

How to Be
Stifel

Your success should compound — not reset.

You’ve built a successful practice. The last thing you need is a firm that competes with your priorities.

At Stifel, your advice comes first – not products, not programs, not quotas. We align the business around you, so you can focus on what matters most: your clients.

Because when advisors lead, success compounds.

Start a Confidential Conversation See the Five Principles

Prefer to call? (314) 342-2701 · M–F, 8–4 Central

A Stifel financial advisor, smiling outdoors in a navy suit
  • #1 In Employee Advisor Satisfaction — J.D. Power
  • 135 Years — and Still Evolving
  • 5 Principles

How to Be Stifel

5 Principles.

One firm setting the standard for financial advisors.

  1. Put Advisors First

    When your advice is the priority, everything else should support it. At Stifel, your advice comes first – not products, not programs, not quotas. We align the business around you, so you can focus on what matters most: your clients.

  2. Stay Out of the Way

    Freedom to run your business. Support the moment you want it. We believe experienced advisors don’t need layers of oversight – they need autonomy. At Stifel, you run your business your way, backed by a home office that’s committed to your success.

  3. Offer Everything. Push Nothing.

    Capabilities without an agenda. At Stifel, you get a full suite of solutions without pressure to use any of them. No cross-selling mandates. No competing incentives. Just open architecture and the freedom to do what’s right for your clients.

  4. Keep It Simple

    Clarity you can plan around. We take a different approach: straightforward compensation, consistent policies, and fewer surprises. You’ll always know where you stand… and how to move forward.

  5. Build to Last

    135 years of building – and we’re just getting started. Stifel has the capabilities of the largest firms on Wall Street with the agility of a startup. Building with focus, not friction. That’s How to Be Stifel.

Four J.D. Power awards presented to Stifel for highest financial advisor satisfaction among employee investment firms, 2023 through 2025

Recognized by Advisors

The #1 wealth management firm for employee advisor satisfaction.

Decided by the people whose voices matter most: the advisors who work here.

For J.D. Power 2026 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.

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