New year same great Stifel.

For over 130 years, Stifel has held the same values, same traditions, and same commitment to our advisors. And that unwavering dedication has paid off. Here’s where we stand today:

#1 Wealth Management Firm for Employee Advisor Satisfaction, according to the J.D. Power 2023 U.S. Financial Advisor Satisfaction Study^SM
7th largest full-service investment firm in terms of number of financial advisors
1/3 employee ownership of Stifel
21 consecutive years of record net revenue for our Global Wealth Management business
0 phone trees or 1-800 numbers for advisors or their clients
0 productivity managers and one of the longest serving CEOs in wealth management

Looking to switch up your firm? Imagine:

Full autonomy in running your business
Minimal comp plan changes, with only three changes in nearly three decades
No automated services when trying to resolve issues
Technology solutions that help rather than hinder
Full support to help you reach your fullest potential

Confidentially, get in touch.
Come have some fun with us in 2024.

For J.D. Power 2023 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.

One Financial Plaza | 501 North Broadway | St. Louis, Missouri 63102
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | www.stifel.com

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