Planning Your Financial Future

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We believe planning is the most critical element to pursuing financial success. We operate under the philosophy that a well-developed, yet flexible plan is essential to providing an outstanding and relevant level of service to each and every client we serve.

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2026 Outlook: Rewiring Growth

We are very pleased to share our Outlook 2026: Rewiring Growth. This year’s outlook is framed by a big question investors are being forced to answer in real time: How quickly will artificial intelligence become a measurable driver of productivity gains and earnings growth? Our theme for 2026 – Rewiring Growth – captures the idea that the drivers of economic expansion are being reconfigured, not only by technology, but also by policy choices, financing conditions, and a shifting global backdrop.

Thank you for your interest! We hope you find our 2025 Outlook valuable.

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Stifel

By the Numbers

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.

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2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2024.

600+ Investment Banking Professionals

Stifel's Investment Banking team consists of more than 600 investment banking professionals in eight industry groups and six product and service groups.

As of December 31, 2024.

250+ Public Finance Associates

We have more than 250 Public Finance associates in 44 offices.

As of December 31, 2024.

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