Based on the results of the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study℠, Stifel ranked No. 1 overall amongst employee advisor firms. We’ve always known Stifel is the best firm for advisors on Wall Street, but now we have the credentials to demonstrate it.
In addition to ranking No. 1 overall, Stifel ranked No. 1 in four of the six categories in the study.
#1 LEADERSHIP & CULTURE
Ron Kruszewski, Chairman and CEO, and Jim Zemlyak, President and Head of Global Wealth Management, have built the industry’s most advisor-centric culture – a place where advisors can come to enjoy the business again, feel 100% supported, are free from bureaucracy, and are simply trusted to serve their clients as they see fit.
#1 PRODUCTS AND MARKETING
When it comes to serving your clients, from the affluent to the ultra-high-net-worth, we have everything you need and then some. More importantly, we offer direct access to product area experts and problem-solvers. Marketing support and building a brand that is unique to your practice is free and easy here. Websites, digital marketing, social media, you name it … we allow it.
#1 OPERATIONAL SUPPORT
At Stifel, our financial advisors are the top priority. From the leadership team to home office associates, advisors are genuinely cared for and treated like family. We don’t believe in phone trees or 1-800 numbers for you or your clients. It’s simple. We answer the phones and are here to get you the answers you need, when you need them. As a firm, we know that your success is pivotal to our success.
In addition to all of this, we put our money where our mouth is. Our compensation plan is transparent, fair, and best-in-class. You don’t need a PhD in statistics to determine how you get paid. In fact, it’s so simple it literally fits on a coffee coaster. Did we mention we have only changed it three times in more than 25 years?