Advisor Resources
As one of the nation’s leading full-service wealth management and investment banking firms, Stifel is dedicated to serving the needs of individuals and families, as well as corporate, institutional, and municipal clients. In managing our clients’ diverse needs, we have built a balanced business in both our Global Wealth Management and Institutional Group segments.
Resources for Every Opportunity
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 venture banking – available at your discretion
Investment Banking
Deep industry experience; a leader in the middle market
Wealth Planning
Our team of financial, tax, and estate planning pros will help make you indispensable to your clients
Public Finance
Top-ranked muni bond issuer in the industry
Stifel Wealth Tracker
An app designed to help your prospects and clients understand their full financial picture
Capital Markets
Capital raising, advisory, and syndicate, along with a team to help you identify opportunities for your clients
Alternative Investments
Sophisticated offerings like hedge funds, private assets, and structured investments, just to name a few
Addepar
Portfolio reporting for the powerful advisor