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
Providing you with a broad coverage of analysis and actionable ideas
Stifel Bank & Trust
Full-service solutions for businesses and individuals
Investment Banking
Deep industry experience; a leader in the middle market
Wealth Planning
Offering tools that 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
Asset Management
Unconfined thinking leads to continual discovery
Addepar
Portfolio reporting for the powerful advisor
