$551 Billion in Client Assets Under Management
Stifel is responsible for more than $551 Billion in client assets.
As of December 31, 2025.
Our Approach
We focus on providing objective investment guidance for each individual client, as each client has their own individual concerns and fears. There is no one-size-fits-all strategy, as we focus on understanding your unique vision, goals, and preferences to design a customized plan to help you pursue your goals.
Our Approach
We focus on providing objective investment guidance for each individual client, as each client has their own individual concerns and fears. There is no one-size-fits-all strategy, as we focus on understanding your unique vision, goals, and preferences to design a customized plan to help you pursue your goals.
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Heart of Sheridan
Our Clients
Our passion for serving affluent families, endowments, foundations, and other high-net-worth clients is built and founded on trust, integrity, and clarity. The foundation of our relationships is developing a comprehensive wealth management plan and assisting you with your financial concerns, especially in regards to your retirement needs, education planning, tax and estate planning issues.
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Stifel Smart Rate Program
The Stifel Smart Rate Program (“Stifel Smart Rate”) is an efficient way for clients to manage the cash in their portfolio. Stifel Smart Rate keeps your cash balances at Stifel affiliated banks through your securities account, eliminating the need to open a separate bank account! By using Stifel Smart Rate, you also avoid costly wire fees and waiting for ACH transfers when a securities investment opportunity arises.
Learn More About the Stifel Smart Rate Program
Sight|Lines VideoSight|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 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
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.
Whitepaper
Market Perspectives WeeklyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Market Perspectives MonthlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame.
Whitepaper
Market Perspectives QuarterlyMarket Perspectives is a weekly, monthly, and quarterly publication whose purpose is to provide a snapshot of what has happened in the economy and markets over that time frame
Whitepaper
Market VolatilityInvesting for retirement is a long-term journey. Whether your retirement is 40 years away or right around the corner, it’s important to remember that retiring from your career is just the beginning.
Article
- Sight|Lines Document
Sight|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.
Whitepaper
- 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
Retirement Plans QuarterlyThe Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.
Newsletter
Wealth Planning NewsletterThe Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.
Newsletter
Favorite 15Favorite 15 is a monthly collection of charts on the key topics impacting markets, in the view of Investment Strategy.
Whitepaper
Stifel Wealth Strategist Report®Why would you embark on your financial journey without planning and forethought? Just as with travel, there is more than one route to take toward achieving your financial goals.
Brochure
Stifel
By the Numbers
Put simply, Stifel is a growth 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 Stifel$32 Billion in Banking Assets
Stifel Bank has $32 billion in banking assets.
As of December 31, 2025.
$8 Billion in Trust Assets Under Advisement
Stifel Trust has $8 billion in trust assets under advisement.
As of December 31, 2025.
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