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Stifel
Put simply, Stifel is a growth 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.
Learn More About Stifel$500 Billion in Client Assets Under Management
Stifel is responsible for more than $500 Billion in client assets.
As of December 31, 2024.
$31 Billion in Banking Assets
Stifel Bank has $31 billion in banking assets.
As of December 31, 2024.
$6.6 Billion in Trust Assets Under Advisement
Stifel Trust has $6.6 billion in trust assets under advisement.
As of December 31, 2024.
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Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Trump Accounts: A New Tax-Advantaged Savings Opportunity for Children
Flyer
NextGen Investor HandbookIntroducing the NextGen Investor Handbook, a practical and engaging resource designed to help recent grads and young professionals navigate life-changing financial decisions and milestones, including budgeting, saving, investing, and starting a family. Flip through the handbook and take the first step toward building your financial future!
Article
Asset ClassesWondering what “asset class” means? This video breaks down key types of investments - from cash and stocks to bonds and real estate - so you can better understand how each one works and where they might fit in your financial strategy.
Video
What is Investing?Curious about investing but not sure where to begin? This video introduces the fundamentals and outlines simple steps to help you start building toward your financial future with confidence.
Video
Building a PortfolioReady to build your portfolio? This video breaks down ETFs and mutual funds - two simple ways to diversify your investments without picking individual stocks.
Video
Investing PrinciplesStarting your investing journey? This video covers key principles - like risk, diversification, and time horizon - to help you build a smart, long-term strategy with confidence.
Video
Retirement Plans QuarterlyThe Retirement Plans Quarterly is a quarterly newsletter that covers various topics related to retirement plans.
Newsletter
Wealth Planning NewsletterThe Wealth Planning Newsletter is a quarterly newsletter that covers topics related to wealth planning.
Newsletter
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast