# Stifel Financial Corp.

> Stifel Financial Corp. is a publicly traded financial services company combining adviser-led wealth management, investment banking, securities research and trading, public finance, and banking through subsidiaries. Its acquisition-led expansion has preserved specialist franchises such as KBW while building a platform serving households, businesses, institutional investors and municipalities.

- **Founded:** 1890
- **Headquarters:** St. Louis, United States
- **Founders:** Benjamin Altheimer (Co-founder of predecessor partnership), Edward Rawlings (Co-founder of predecessor partnership)
- **Products:** Wealth management and brokerage, Investment banking, Equity research, sales and trading, Public finance, Banking, lending and trust services
- **Notable:** Built a diversified wealth management and institutional platform through recruiting and acquisitions., Reported $5.53 billion of net revenue in 2025., Reported $576.5 billion of client assets at September 30, 2026.

## Products & services

- **Wealth management and brokerage** — Investment advisory accounts, securities brokerage, retirement and wealth planning for individuals and families.
- **Investment banking** — M&A advice, equity and debt capital raising, private capital advisory and capital structure advice for corporate clients and financial sponsors.
- **Equity research, sales and trading** — Sector research and securities execution for institutional investors, including small and midsize company coverage.
- **Public finance** — Municipal underwriting and financing expertise for state and local governments, schools, housing and infrastructure issuers.
- **Banking, lending and trust services** — Banking, mortgages, securities-based lending and trust services offered through affiliated entities.
- **Stifel Wealth Tracker** — Free account aggregation, spending and net-worth tracking, investment insights and access to adviser assistance.
- **KBW** — Specialist financial institutions investment banking, research and brokerage franchise acquired in 2013; retained its brand.

## Achievements

- Built a diversified wealth management and institutional platform through recruiting and acquisitions.
- Reported $5.53 billion of net revenue in 2025.
- Reported $576.5 billion of client assets at September 30, 2026.
- Reported first place in employee adviser satisfaction in the 2026 J.D. Power study, its fourth consecutive year.

## Latest updates

- **2026-10** — Reported Q3 GAAP net revenue of $1.426211 billion and net income available to common shareholders of $224.823 million; client assets were $576.5 billion.
- **2026-07** — Reported fourth consecutive first-place employee adviser satisfaction ranking in the J.D. Power study.
- **2026-05** — Reached a confidential settlement in the structured-notes customer dispute associated with a March 2025 $132.5 million arbitration award; final settlement amount was not public in the reviewed report.
- **2026-02** — Sold Stifel Independent Advisors to an affiliate of Equitable on February 2.

## Links

- Website: https://www.stifel.com/
- LinkedIn: https://www.linkedin.com/company/stifel-financial-corp-/
- Twitter/X: https://x.com/stifel
- YouTube: https://www.youtube.com/stifelfinancialcorp
- Instagram: https://www.instagram.com/stifelfinancial/
- Facebook: https://www.facebook.com/StifelFinancial

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Profile page: https://yespress.io/stifel-financial-corp
Published by YesPress — https://yespress.io
Last updated: 2026-10-22