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