A complete list of active advisors currently associated with Stifel Independent Advisors, LLC

Warmer can help you find a great advisor at Stifel Independent Advisors, LLC or one who fits your needs even better.

Stifel Independent Advisors serves a broad mix of clients — individuals (including high-net-worth clients), corporations, trusts, and state and municipal entities — and provides both brokerage and investment advisory services, including fee-based financial planning, discretionary and non‑discretionary portfolio management, wrap programs, and brokerage execution. As a dual-registered broker‑dealer and SEC‑registered investment adviser owned by Stifel Financial Corp., many of its registered representatives are qualified to deliver services in either capacity depending on client needs. The firm’s planning process is collaborative and relies on client-provided information, proprietary capital market assumptions and probabilistic modeling developed by Stifel’s investment strategy group to produce tailored asset allocation recommendations; written plans generally do not include implementation or ongoing monitoring unless a separate agreement is reached. Financial Advisors determine whether services are provided on a brokerage-only basis or under an advisory (fiduciary) agreement, and compensation arrangements (including production-based payouts and potential discount sharing) are disclosed in the brochure. What is distinctive about Stifel Independent compared with many peers is the breadth of its affiliated capabilities and the resulting conflicts the brochure discloses: the firm refers clients to affiliated trust companies and banks (and receives a portion of related fees), and affiliated banks offer pledged-asset/credit‑line lending and residential mortgage products tied to client accounts. The firm also operates active broker‑dealer and commission business alongside advisory services, discloses revenue‑sharing and third‑party payments, and notes that some personnel hold legal or accounting licenses or engage in outside business activities that are disclosed to clients.

To learn more about the advisors currently working at Stifel Independent Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.