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Stifel Wealth Tracker

Get your full financial picture and more with our all new application.

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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Choose Stifel, and remember why you
became an advisor in the first place.
Choose Stifel, and
remember why you
became an advisor in
the first place.

You succeed when you are free to serve your clients.

That’s the very foundation of how we work at Stifel. We give our advisors the resources, technology, and support they need to thrive. Then we let them do what’s best for their clients.

Stifel is a firm where you can bring a new level of service to your clients. You’ll be free to pursue your business model and investment decisions relatively unencumbered. By design, there is very little bureaucracy yet an abundance of capability.

Stifel has quietly and strategically built a powerful wealth management and investment banking firm that is relevant to you and your clients. We believe we have the most advisor-centric culture in the industry as well.

From more than 360 wealth management offices around the country to our professionals in home office, you’ll have a voice here at Stifel. This is truly a place where your ideas and perspective can make a difference.

We invite you to take the time to get to know us. You owe it to yourself, your family, and your clients.

For you, your team, your family – but mostly for your clients – you should take the time to learn about Stifel. That's all we ask.

Message from Our CEO

At Stifel, we truly value our advisors and the client relationships they’ve worked so hard to build. We understand that advisors thrive when they have the freedom to recommend the products and services that are best suited to their clients, not those dictated by firm management. This philosophy forms the foundation of our unique entrepreneurial culture.

In addition to offering one of the industry’s most generous and transparent compensation plans, we’ll also give you the resources and support you need to succeed – everything from our nationally recognized research platform, to knowledgeable and experienced product professionals and vast technological resources. It’s also important to note that Stifel owns a bank; it is not owned by a bank. This is a critical distinction and positive differentiator.

The decision to move your practice to another firm is not an easy one, which is why we’re here to support you from our first conversation through transition. It’s important to fully understand your options, and once you see what Stifel has to offer, the choice will be clear. The hundreds of advisors who have made the move to Stifel in recent years were once in your position. Their renewed energy, enthusiasm, and positive response to working here are an affirmation of Stifel’s advisor-centric culture.

At Stifel, we’ve proven that a more than 125-year-old firm can be a place where bold ideas take root and thrive. And it’s a firm where your career can thrive as well. Take the time to get to know us and what we can offer you, your clients, and your family.

Choose Stifel – We Think You’ll Like It Here.

Ronald J. Kruszewski
Chairman & CEO

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Our Mission

At Stifel, our mission is to be the Firm of Choice for advisors and other professionals, the Advisor of Choice for clients, and the Investment of Choice for shareholders.

Our knowledgeable, experienced Financial Advisors play an essential role in helping us carry out this mission.

By offering an entrepreneurial culture that encourages unconfined, long-term thinking, along with extensive resources and dedicated support, Stifel is able to recruit and retain successful, client-focused investment professionals – thus making us the Firm of Choice for advisors.

Our Financial Advisors are empowered to do what’s best for their clients and deliver personal service and a full range of investment products and services, making us the Advisor of Choice for clients.

Finally, our advisors’ success ensures the success of our firm, making us the Investment of Choice for shareholders.

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Our Strength

Twenty years ago, we set out to make Stifel one of the nation’s leading financial services companies. By every measure, we’ve been successful:

  • Stifel is the nation’s 7th largest full-service investment firm in terms of number of advisors
  • Our parent company, Stifel Financial Corp., has achieved 22 consecutive years of record net revenues
  • As of December 31, 2016, Stifel Financial Corp. has a Tier 1 Capital ratio of 19%, two times greater than required, and our broker-dealer has a net capital ratio of 19%, eight times greater than required
  • Stifel Financial Corp. stock (NYSE: SF) has consistently outperformed the industry average
  • One in three shares of SF stock are employee owned – a testament to the pride and confidence our associates have in their firm

Please see the Stifel Annual Report for more about the Strength of Stifel

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Our Balanced Business

Serving the needs of both individual and institutional clients.

As one of the nation’s leading full-service wealth management and investment banking firms, Stifel is dedicated to serving the needs of individuals and families, as well as corporate, institutional, and municipal clients. In managing our clients’ diverse needs, we have built a balanced business in both our Global Wealth Management and Institutional Group segments.


Stifel, Nicolaus & Company, Incorporated

  • Over 360 Wealth Management Branches
  • Full-Service Investment Platform
  • Managed Money Programs
  • Retail Fixed Income Platform
  • Alternative Investments
  • Financial & Wealth Planning
  • Behavioral Finance
  • Insurance & Annuities
  • Cash Management

Stifel Bank

  • Lending & Liquidity

Stifel Trust Company, N.A.

  • Trust Services
  • Corporate Successor Trustee
  • Delaware Trust services

Stifel Asset Management

  • Institutions
  • Private Clients
  • Investment Advisors

Stifel Client Coverage

  • Bridges resources for Wealth Management clients with Investment Banking or other Institutional Group needs


Investment Banking

  • Full-Service: Stifel & KBW
  • U.S. Mid-Market Equity House of the Year1


  • Nationally recognized Research platform
  • Stifel & KBW – 1,600 firms under coverage

Public Finance

  • #1 Nationally in Number of Transactions2
  • #1 Nationally in K-12 Financing2

Sales & Trading

  • Equity & Fixed Income
  • Extensive distribution capabilities

Debt Structuring Solutions

  • Miller Buckfire

Private Markets

  • Eaton Partners

Stifel Nicolaus Europe Limited

  • Investment Banking
  • Research

1 IFR Awards, 2017

2 Thomson Reuters SDC senior managed negotiated transactions; K-12 ranked by par amount and number of issues

Our Advisor-Centric Culture

Why have more than 1,500 successful advisors made the move to Stifel since 2009?

  • At Stifel, you determine what is best for your clients
  • Our compensation plan consists of one simple grid
  • Advisor Team training and development
  • No hidden fees or frivolous charges to clients
  • You won't be micromanaged or subjected to layers of bureaucracy or red tape
  • Ongoing technology reinvestment
  • Your clients won't be relegated to a call center (we don’t even have one)
  • Attentive help desk to meet advisor and client needs
  • Free in-house marketing support for your business
  • Comprehensive benefits package
  • Recognition trips
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Our Exceptional Advisor Support

At Stifel, we’re committed to providing our advisors everything they need to enhance the service they deliver to their clients. It’s all part of our advisor-centric culture.

As our firm has grown, so too have our capabilities.

Our product and services offerings are designed to help you meet the needs of even the most sophisticated investors.

Our continuous investment in technology and marketing ensures that you’ll have the tools to make your practice as efficient and productive as possible.

Finally, at Stifel, you’ll be backed by knowledgeable, experienced support professionals who are committed to your success. The answers to your questions are always just a phone call away.

Market Leadership

Investment Bank of the Year

Mergers & Acquisitions Magazine
2019 Mid-Market Awards


Consecutive Years
of Record Net Revenue


in Total Number of Managed Equity Deals Under $1 Billion

Source: Dealogic. Rank-eligible SEC-registered IPOs and follow-on offerings since 2010 as of 12/31/19. Includes firms acquired by Stifel.


Senior Manager of Negotiated Municipal Bond Issues

Source: Thomson Reuters SDC, by number of issues, as of 12/31/19.

Award-Winning Research

In the StarMine Analyst Awards, We Ranked



Overall in 2016 and 20171

In the Top


For 13 consecutive years



in Total Awards Since 2004

1Ranking is among 167 and 161 eligible firms for 2016 and 2017, respectively.

Includes firms acquired by Stifel. See for more information on the Thomson Reuters Analyst Awards.