Our Firm
About Stifel
Seventh largest full-service investment firm in the country in terms of number of financial advisors, with more than 2,300
More than 400 offices across the nation
$444 billion in client assets under management as of December 31, 2023
At Stifel, Panoramic Wealth Management Group has the support of and access to the deep resources of one of the nation's leading financial services firms. Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.
Stifel, Nicolaus & Company, Incorporated is a full-service wealth management and investment banking firm founded in 1890. Stifel's philosophy on investing is grounded on a more than 130-year-old tradition of trust, understanding, and solid, studied advice. The company is a registered investment adviser with the U.S. Securities and Exchange Commission.
Parent company Stifel Financial Corp. went public in 1983 and has traded on the NYSE since 1987 (symbol “SF”).
Read Get to Know
Stifel is home to one of the industry’s largest equity research franchises with more than 2,000 global stocks under coverage. We are the largest provider of U.S. small and mid cap research, with approximately 835 stocks under coverage.*
Our equity research has ranked in the top 10 of the StarMine Analyst Awards for 14 consecutive years (includes Keefe, Bruyette & Woods (KBW), a wholly owned subsidiary of Stifel Financial Corp., and other firms acquired by Stifel). For more information about the Refinitiv StarMine Analyst Awards, see www.stifel.com/research.
*As of 3/31/2024
