Senior farm worker with his grandson on the wheat agricultural field

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. 


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.

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1890 The Year We Were Founded

and we're still going strong.

2,300 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.