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Stifel Wealth Tracker

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Stifel Wealth Tracker can help you:

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Stifel Access

After serving our clients well for more than 15 years, Stifel Access is headed toward retirement.

Its replacement – Stifel Wealth Tracker – will provide a custom online experience. In the meantime, you can continue to enjoy the full functionality of Stifel Access.

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Home > Find a Stifel Advisor > My Search Results

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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

Branch Locations Map

Find More Stifel Offices:

Stifel Bank & Trust

Investment Banking

Public Finance

Stifel Europe

Branch Location
Auburn
Private Client Group
13640 Bowman Road
Auburn, California 95603
Email
Robert Frew
Phone:
(530) 889-8775
(530) 889-8775
Toll-free:
(866) 926-8818
(866) 926-8818
Bakersfield
Private Client Group
5060 California Avenue
Suite 1140
Bakersfield, California 93309
Email
David Westerfeld
Phone:
(661) 321-7300
(661) 321-7300
Toll-free:
(877) 816-9087
(877) 816-9087
Carlsbad
Private Client Group
5780 Fleet Street
Suite 250
Carlsbad, California 92008
Email
Gary Endres
Bruce Baker
Phone:
(760) 804-3400
(760) 804-3400
Toll-free:
(866) 431-2389
(866) 431-2389
Chico
Private Client Group
901 Bruce Road
Suite 280
Chico, California 95928
Email
John W Nelson
Bill Carson, PhD
Phone:
(530) 891-1133
(530) 891-1133
Toll-free:
(800) 472-3867
(800) 472-3867
Del Mar
Private Client Group
12544 High Bluff Drive
Suite 190
San Diego, California 92130
Email
Jeff McCoy
Phone:
(858) 755-1614
(858) 755-1614
Toll-free:
(877) 892-9461
(877) 892-9461
Fort Jones
Private Client Group
11345 Mathews
PO Box 706
Fort Jones, California 96032
Email
Perry Wright, CFP®
Phone:
(530) 468-2408
(530) 468-2408
Toll-free:
(866) 779-2719
(866) 779-2719
Fresno
Private Client Group
7112 N. Fresno Street
Suite 180
Fresno, California 93720
Email
Don Vincenti, CFP®
Phone:
(559) 437-4060
(559) 437-4060
Toll-free:
(877) 816-9089
(877) 816-9089
Grass Valley
Private Client Group
404 Sierra College Drive
Grass Valley, California 95945
Email
Chris Nielsen, CRPC
Phone:
(530) 273-9877
(530) 273-9877
Toll-free:
(866) 498-6810
(866) 498-6810
Irvine Spectrum
Private Client Group
400 Spectrum Center Drive
Suite 2000
Irvine, California 92618
Email
Susan Dixon
Phone:
(949) 271-5100
(949) 271-5100
Toll-free:
(877) 816-1224
(877) 816-1224
Lincoln
Private Client Group
985 Sun City Lane
Suite 102
Lincoln, California 95648
Email
Clay Evans, AAMS
Phone:
(916) 409-1300
(916) 409-1300
Toll-free:
(866) 677-6214
(866) 677-6214
Long Beach, CA
Private Client Group
6700 East Pacific Coast Highway
Suite 230
Long Beach, California 90803
Email
Timothy Metcalf
Phone:
(562) 486-3695
(562) 486-3695
Toll-free:
(833) 817-6597
(833) 817-6597
Los Angeles
Private Client Group
2121 Avenue of the Stars
Suite 2100
Los Angeles, California 90067
Email
Michael Bill, MBA
Phone:
(310) 208-1329
(310) 208-1329
Toll-free:
(866) 576-0005
(866) 576-0005
Los Angeles PCG B
Private Client Group
2121 Avenue of the Stars
Suite 2100
Los Angeles, California 90067
Phone:
(310) 208-1329
(310) 208-1329
Toll-free:
(844) 735-9473
(844) 735-9473
Modesto
Private Client Group
1549 McHenry Ave
Modesto, California 95350
Email
Dane Anderson, CFP
Phone:
(209) 353-4730
(209) 353-4730
Toll-free:
(833) 791-8088
(833) 791-8088
Monterey
Private Client Group
30 Ryan Court
Suite 250
Monterey, California 93940
Email
Andrew Rudy
Phone:
(831) 333-0963
(831) 333-0963
Toll-free:
(866) 892-8963
(866) 892-8963
Murrieta
Private Client Group
25220 Hancock Ave.
Suite 300
Murrieta, California 92562
Email
Gary Allen
Phone:
(951) 461-7220
(951) 461-7220
Toll-free:
(866) 894-2461
(866) 894-2461
Newport Beach
Private Client Group
520 Newport Center Drive
Suite 1500
Newport Beach, California 92660
Email
Timothy Metcalf
Phone:
(949) 252-1324
(949) 252-1324
Toll-free:
(866) 779-2725
(866) 779-2725
Oroville
Private Client Group
1891 Robinson Street
Oroville, California 95965
Email
Clay Evans, AAMS
Phone:
(530) 534-8021
(530) 534-8021
Toll-free:
(877) 816-9091
(877) 816-9091
Oxnard
Private Client Group
1000 Town Center Drive
Suite 450
Oxnard, California 93036
Email
Anthony Russo, CFP®
Phone:
(805) 604-6700
(805) 604-6700
Toll-free:
(866) 677-5897
(866) 677-5897
Palm Desert
Private Client Group
74245 Highway 111
Suite 200
Palm Desert, California 92260
Email
Christopher Lacy
Phone:
(760) 834-6900
(760) 834-6900
Toll-free:
(877) 879-3158
(877) 879-3158
Pasadena
Private Client Group
300 North Lake Avenue
Suite 900
Pasadena, California 91101
Email
David Luna
Phone:
(626) 564-0311
(626) 564-0311
Toll-free:
(866) 498-6823
(866) 498-6823
Paso Robles
Private Client Group
1337 Vine Street
Paso Robles, California 93446
Email
Steve McAbee
Phone:
(805) 238-3080
(805) 238-3080
Toll-free:
(855) 278-4335
(855) 278-4335
Rancho Bernardo
Private Client Group
16870 West Bernardo Drive
Suite 150
San Diego, California 92127
Email
Jeff McCoy
Phone:
(858) 879-4000
(858) 879-4000
Toll-free:
(855) 778-4335
(855) 778-4335
Redding
Private Client Group
2701 Park Marina Drive
2nd Floor
Redding, California 96001
Email
Perry Wright, CFP®
Ann Marie Tyrrell, CFP®, CDFA
Phone:
(530) 244-7199
(530) 244-7199
Toll-free:
(866) 950-5524
(866) 950-5524
Redlands
Private Client Group
1901 Orange Tree Lane
Suite 110
Redlands, California 92374
Email
Robert Heinze, CFP®, AIF, AIFA
Phone:
(909) 307-8478
(909) 307-8478
Toll-free:
(800) 888-5657
(800) 888-5657
Roseville
Private Client Group
1420 Rocky Ridge Drive
Suite 340
Roseville, California 95661
Email
Clay Evans, AAMS
Phone:
(916) 626-3322
(916) 626-3322
Toll-free:
(866) 498-6682
(866) 498-6682
San Francisco TWP PCG
Private Client Group
One Montgomery Street
Suite 3700
San Francisco, California 94104
Phone:
(415) 364-2500
(415) 364-2500
Toll-free:
(877) 699-1910
(877) 699-1910
San Francisco
Private Client Group
One Montgomery Street
Suite 3700
San Francisco, California 94104
Email
David Fleming
Phone:
(415) 364-6800
(415) 364-6800
Toll-free:
(800) 447-8663
(800) 447-8663
San Jose
Private Client Group
550 S. Winchester Blvd.
Suite 350
San Jose, California 95128
Email
Ken Painter
Phone:
(408) 985-6811
(408) 985-6811
Toll-free:
(866) 432-2896
(866) 432-2896
San Juan Capistrano
Private Client Group
30448 Rancho Viejo Rd
Suite 110
San Juan Capistrano, California 92675
Email
Robert Burns, CFP®, AIF
Phone:
(949) 234-2340
(949) 234-2340
Toll-free:
(866) 886-7593
(866) 886-7593
San Luis Obispo
Private Client Group
999 Monterey Street
Suite 360
San Luis Obispo, California 93401
Email
Tawnee Hosick AIF®
Phone:
(805) 783-2921
(805) 783-2921
Toll-free:
(877) 816-1231
(877) 816-1231
San Rafael
Private Client Group
1111 A Street
San Rafael, California 94901
Email
David Fleming
Phone:
(415) 306-5639
(415) 306-5639
Toll-free:
(844) 877-1327
(844) 877-1327
Santa Barbara
Private Client Group
206 East Anapamu Street
Santa Barbara, California 93101
Email
Anthony Russo, CFP®
Phone:
(805) 957-1840
(805) 957-1840
Toll-free:
(855) 300-7140
(855) 300-7140
Santa Rosa
Private Client Group
3554 Round Barn Blvd.
Suite 200
Santa Rosa, California 95403
Email
Todd Frediani, AWMA®
Phone:
(707) 542-3521
(707) 542-3521
Toll-free:
(866) 498-6794
(866) 498-6794
Stockton CA
Private Client Group
10100 Trinity Parkway
Suite 320
Stockton, California 95219
Email
Larry Watts, AIF
Phone:
(209) 888-2000
(209) 888-2000
Toll-free:
(888) 708-2762
(888) 708-2762
Visalia
Private Client Group
217 East Caldwell
Visalia, California 93277
Email
Jim Wohlford
Phone:
(559) 622-1040
(559) 622-1040
Toll-free:
(866) 950-5516
(866) 950-5516
Walnut Creek
Private Client Group
500 Ygnacio Valley Road
Suite 490
Walnut Creek, California 94596
Email
Jim Collini, AIF®
Phone:
(925) 746-6560
(925) 746-6560
Toll-free:
(866) 435-0145
(866) 435-0145
Westlake Village
Private Client Group
3075 Townsgate Road
Suite 300
Westlake Village, California 91361
Email
Lisa McCrea
Phone:
(805) 496-8150
(805) 496-8150
Toll-free:
(866) 779-2413
(866) 779-2413
Stifel | Investment Services Since 1890

Stifel is a diversified global wealth management and investment banking company focused on building relationships that help individuals, families, and organizations pursue their financial goals.

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COPYRIGHT © 2021 STIFEL FINANCIAL CORP.
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.