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