Investment Products & Services

At Stifel, you don’t have to sacrifice resources for a better culture. When it comes to products and services, we offer everything the wire houses do…and then some. With the freedom to recommend what you believe is appropriate for your clients and product specialists who are knowledgeable, accessible, and committed to your success.

“Having joined Stifel through their acquisition of Barclay’s Wealth division, I’ve witnessed first-hand how culture can impact an advisors’ ability to serve their clients. Stifel provides an advisor-centric culture that puts you in control of your business, complete with a full-suite of products and resources enabling you to deliver top-notch service. “

—Tom Lee
Head of Investment Products & Services

The Platform

Through organic growth, strategic acquisitions, and simply listening to feedback from our advisors and clients, we offer every product you currently use — making for a seamless transition to our firm. When you’re here you’ll feel re-energized by our organization’s accessibility and willingness to help. Our products are available across the board, at Stifel you choose what makes the most sense for YOUR clients. 

We offer a wide array of discretionary and non-discretionary advisory programs, depending on how involved you want to be in managing your portfolio. Our broad, yet thoughtfully selected spectrum of dedicated money managers provides professional management and oversight on a breadth of asset classes. Each affiliate has proven strengths that may be appropriate for your investing needs.

From guiding you through complex estate planning and tax law matters, to developing optimal Social Security and Medicare claiming strategies, our team of wealth planning professionals will work directly with you and your clients. For your most VIP clients and prospects, Wealth Planning offers an exclusive, personalized meeting with specialists from areas of the firm, giving them a comprehensive look at Stifel’s capabilities

Retirement services is available to help you sell and service IRAs and retirement plans. The team focuses on conducting due diligence on providers to ensure you have access to high-quality products and services, plan suitability, and are up to date on legislative and regulatory changes that may affect your clients’ accounts.


A couple of years back, we partnered with Addepar, a cutting edge, industry leader allowing our advisors to report like a family office.  Utilizing Addepar, our advisors can provide a high-touch, fully customized experience, aggregating all of their clients’ investable assets to report on their full financial picture.  This platform is a game-changer.

This in-house, full-service agency was developed to help our advisors build their brand and implement strategic marketing plans to grow their business.  With designers, consultants, and compliance analysts who know and understand how to effectively market in the financial industry, this team serves as your one-stop-shop for all things marketing. Did we mention all of their services are free to you? Yep, you heard that right.

Focusing on relationships with boutique managers, this team offers a deep, high-conviction roster of alternative investments, backed by rigorous due diligence and ongoing monitoring. Offerings include hedge funds, private assets, and Long-Only LPs.

This team works to construct customized investments for a variety of strategic investment objectives, such as leveraged upside, enhanced yield, or capital preservation for flexible capital commitments. Strategic alignment, open architecture, tailored investment strategies, portfolio allocation, and focus on the client are the hallmarks of our approach to structured investments. We partner with a number of top tier global premier bank issuers on a daily basis to deliver best pricing, best execution and best service to our clients, and we are regularly recognized as one of the best structured investments desks in wealth management on the street.

Led by our CIO, Michael O’Keeffe, this team works to provide insightful analysis on economic and market trends to keep you informed and make educated investing decisions. Additionally, Investment Strategy develops foundational guidance, like Stifel’s Asset Allocation Framework and Stifel Financial ID, a practical tools enabling you to apply behavioral finance to your practice.

Stifel’s researchers cover the economic forces taking shape around the world.

No Phone Trees

No matter the product area, you can pick up the phone and talk to a person, an expert…not a call-center in another country who doesn’t know you or your business.

No Profit Centers

Our home office industry experts are here to serve as an extension of your team, not independent profit centers.

No Unnecessary Fees

We don't have account minimums or inactive account fees. You'll experience from full payout on accounts of all sizes.

1Source: StarMine rankings as of 1/31/21. Overall coverage includes only companies with a rating and domiciled in the U.S. Does not include closed-end funds. Small cap includes market caps less than $1 billion. Figures and award rankings include Stifel affiliate Keefe, Bruyette & Woods (KBW) and other firms acquired by Stifel Financial Corp.

About the Refinitiv StarMine Analyst Awards: Based on StarMine methodology, the Refinitiv StarMine Analyst Awards objectively measure the performance of analysts based on the returns of their buy/sell recommendations and the accuracy of their earnings estimates. The 2020 stock picking awards are based on the 2019 calendar-year performance of recommendations. The 2020 awards for estimating performance are scored on the fiscal period that reported between April 1, 2019, and March 31, 2020. Only analyst performance on companies that are based in the U.S. is included in the awards calculations. 1,761 analysts from 156 firms qualified for this year’s awards.