BD Breakdown

Consistently strong recruiting and a streak of 25 years of consecutive record new revenues tells you things might be going pretty well over at Stifel. 

With separate divisions focused on independent minded, entrepreneurial advisors as well as those looking for a more structured, regionally managed experience, Stifel can support varied advisors.


  • “Never” changes their comp plan – consistency makes it easier to plan/grow
  • Home office and staff are very passionate about the company and their mission
  • Cater to HNW clients with advanced planning teams 
  • Private banking, private placements are available for clients
  • Allow freedom and much more flexibility with social media and marketing.


  • Not a large acquisition culture
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Financial Advisors

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Typical transition package

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Assets Under Management (AUM)

$ 0 k +

GDC Sweet Spot

3xEquity Insights

Opportunity Score

There’s lots to like about the way Stifel runs their ship, and advisors have been clamoring to join the firm for years.  Still low on the national radar, but very close to a tipping point in terms of market coverage.


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