STIFEL

Updated today

Connect with this firm

Total assets under management

$171,209,609,487

Total clients

216,957

29% high-net worth

Total advisors

3,045

of 6,464 employees

Firm size

Institution

2,000+ advisors or $250B+ in AUM

Average clients per advisor

Average account size

$789,141

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Is not active or affiliated with:

Real estate agent

They facilitate real estate transactions and may earn commissions.

Main office location

STIFEL

501 N Broadway

St Louis MO 63102, United States

Number of offices

487

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Instagram YouTube Website 314-342-2000

Advisors at this firm

Nathaniel K

Series 66

Frontenac, MO

STIFEL

Blake H

CFP®, Series 66

Waterloo, IA

STIFEL

Jared C

Series 66

St. Louis, MO

STIFEL

James H

Series 63, Series 65

Birmingham, AL

STIFEL

Helen G

Series 63, Series 66

Charleston, SC

STIFEL

Kerry A

Series 63, Series 65

Clayton, MO

STIFEL

James S

Series 66

Pepper Pike, OH

STIFEL

David T

Series 63

Beaumont, TX

STIFEL

Kevin B

Series 66

Boise, ID

STIFEL

Lonn E

Series 63, Series 66

Portland, OR

STIFEL

Blakely H

Series 66

St. Louis, MO

STIFEL

Michael B

Series 63, Series 65

New Orleans, LA

STIFEL

Ronald W

Series 63, Series 65

Jacksonville, FL

STIFEL

Christopher A

Series 66

Honolulu, HI

STIFEL

Robert B

Series 63, Series 66

Pensacola Beach, FL

STIFEL

Not sure where to start?

We'll help you think it through – whether you ultimately need an advisor or not.

Call (201) 292-4557

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

Find the right match for you

Answer a few quick questions and we'll tailor results to your goals, so you can hire smarter.

Find your advisor

A smarter way to hire an advisor

Compare and choose confidently

Warmer combines best-in-class advisor data with guidance to help you clarify what you need, understand why an advisor may—or may not—fit, and move forward with confidence.

How Warmer works

Thoughtfully vetted, clearly explained

We review rigorously and transparently

Get to know your advisors' credentials, disciplinary history, specialization, client fit, and communication style. We're selective about who we recommend—and tell you why we think someone fits your situation.

Our methodology

Always free and always on your side

Free. Confidence that lasts

We help you book free consultations with your matches. You only pay an advisor if you decide to hire them. And our support doesn't end with an introduction—we're here to make sure the relationship works for you—and if not, to navigate next steps with clarity.

Our ongoing support