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Stifel Wealth Tracker

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Organize Your Financial Life

  • Pull all of your financial information into one singular, secure view
  • Create a personal balance sheet
  • Take a more in-depth look at your holdings
  • Track your spending and view your net worth
  • Better understand the companies you're invested in by accessing Stifel's nationally recognized research and investment insights
Sign Up Learn more at stifel.com/tracker
Wealth Tracker screenshot on mobile device
Learn more at stifel.com/tracker

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Please note:
For security purposes, Stifel clients should not include the following in any e-mail correspondence with Stifel:
* Account Numbers
* Client Account Access User Names
* Passwords
* Social Security Numbers

In addition, Stifel cannot accept the following via e-mail:
* Purchase or sale orders
* Instructions for the transfer or disbursement of funds
* Changes of address

Branches by State

Map showing locations of Stifel Wealth Management branches across the United States

Find More Stifel Offices:

Stifel Bank & Trust

Investment Banking

Public Finance

Stifel Europe

Branch Location
Charlottesville
Private Client Group
1759 Worth Park
Charlottesville, Virginia 22911
James Dickman, CFP®
Phone:
(434) 974-8300
(434) 974-8300
Toll-free:
(866) 457-3572
(866) 457-3572
Lynchburg
Private Client Group
1200 Commerce Street
Suite 100
Lynchburg, Virginia 24504
Bryan Stott
Phone:
(434) 845-1000
(434) 845-1000
Toll-free:
(800) 776-2723
(800) 776-2723
Martinsville
Private Client Group
201 Main Street
Martinsville, Virginia 24112
Dean Johnston
Phone:
(276) 632-7151
(276) 632-7151
Toll-free:
(800) 726-7100
(800) 726-7100
Radford
Private Client Group
222 West Main
Radford, Virginia 24141
Abie Williams
Phone:
(540) 633-5740
(540) 633-5740
Toll-free:
(877) 892-9468
(877) 892-9468
Richmond
Private Client Group
1021 East Cary Street
Suite 1950
Richmond, Virginia 23219
Rob Muller
Phone:
(804) 643-2400
(804) 643-2400
Toll-free:
(800) 767-2424
(800) 767-2424
Warrenton, VA
Private Client Group
550 Broadview Ave
Suite 201
Warrenton, Virginia 20186
Steven Crouch
Phone:
(540) 680-5370
(540) 680-5370
Stifel | Investment Services Since 1890

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ALL RIGHTS RESERVED.

This site is published in the United States for U.S. residents only. The services offered within this site are available exclusively through our U.S. Financial Advisors. Stifel Financial Advisors may only conduct business with residents of the states in which they are properly registered. The information on this web site is not an offer to sell or a solicitation of an offer to buy any security, nor shall any such security be offered or sold to any person in any jurisdiction in which such offer, solicitation, purchase, or sale may not lawfully be made. References to Stifel herein may apply to parent company Stifel Financial Corp. or any of its wholly owned subsidiaries, including Stifel, Nicolaus & Company, Incorporated, Member NYSE, FINRA, and SIPC.