Path To Success


 

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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.
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Our History


 

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.

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1890 The Year We Were Founded

and we're still going strong.

$12 Billion in Assets Under Advisement

Our Asset Management affiliates have more than $12 billion in assets under advisement.

As of December 31, 2023.