1890 The Year We Were Founded
and we're still going strong.
Client-Centered Wealth Management
We understand that each of our clients are different and have a wide array of financial statuses. We know that each client has different needs and goals, and our team is here to help them pursue those goals. It is important for us to build a relationship with our clients so we can get to know them better. Our clients can expect us to create a client-centered process filled with robust investment planning, strong service, a high level of contact, and thoughtful wealth management.
Our Approach
Holistic Meets Consultative
We believe that taking a consultative and holistic approach will lead to a deeper understanding of our clients and their needs. When meeting with clients, we will ask questions about their children, grandchildren, life changes, or anything that could change their financial situation. By asking life-centered, goal-oriented questions, we will be able to build a customized wealth management plan designed to align with the future they envision.
Stifel
By the Numbers
Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2022.
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Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
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Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
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Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
- Sight|Lines Video
Sight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video
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