Austin, TX Office

Team
Updated today
STIFEL logo

STIFEL

Institution

Firm-wide stats for STIFEL

Total advisors

3,358

Across 472 offices

Clients per advisor

69 Very Low

Avg AUM per client

$773,556 Very High

HNW client ratio

32% High

About

Stifel serves a broad range of clients—individuals (including high net worth and non-HNW clients), institutional clients such as pension and profit-sharing plans, charitable organizations, and state and municipal entities—and provides both brokerage and investment advisory services, including fee-based financial planning, wrap programs, and recommendations of third‑party advisers. The firm’s fee‑based plans are typically episodic, delivered by Financial Advisors or the Wealth Planning Department, and do not automatically include implementation or ongoing monitoring unless a client engages Stifel for execution.

The firm’s investment analysis and allocation guidance are built on a proprietary methodology developed by its Investment Strategy Group (Stifel IS), which uses forward‑looking capital market assumptions and probabilistic modeling to produce asset allocation, retirement, insurance, and estate planning analyses. Plans and model allocations are intended as a basis for client decisions rather than guarantees; clients generally retain discretion over implementation and may be asked to supply outside account information that Stifel does not independently verify.

Compared with many large institutional peers, Stifel’s brochure emphasizes several activities and affiliations that are less common: the firm provides services to private funds and pooled vehicles and has been involved in municipal placement and related municipal‑market activity (including regulatory matters addressed in recent SEC and FINRA settlements). It also operates alongside affiliated trust companies and banks that offer pledged‑asset/credit line facilities that can use advisory assets as collateral, and notes that some of its management persons are licensed to practice law (without providing legal services to advisory clients). The firm’s disclosures also describe substantial recent regulatory enforcement, including an SEC order related to electronic communications that resulted in undertakings and a monetary penalty.

Based on STIFEL

Expertise

General retirement planning Income planning

Based on STIFEL

Location

805 Las Cimas Parkway, Suite 230

Austin TX 78746

Advisors at this office

6

Advisors at this office

user avatar

Eleanor J

Series 63, Series 66

Austin, TX

STIFEL

Eleanor Jordan is a financial advisor at Stifel with 27 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Stifel Nicolaus & Co Inc since 2017, following four years at Raymond James & Associates. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

General retirement planning Income planning
user avatar

Grayson H

Series 63, Series 65

Austin, TX

STIFEL

Grayson Hopper is a financial advisor at Stifel with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Stifel Nicolaus & Co Inc since 2019, following prior roles at Bank of America and Merrill. Outside of his advisory work, Hopper is involved in youth soccer administration and refereeing in South Texas. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Ashley D

Series 66

Austin, TX

STIFEL

Ashley Doyle is a Series 66-licensed financial advisor at Stifel with one year of industry experience. Prior to joining Stifel in 2026, Doyle worked at RBC Capital Markets and Northwestern Mutual Investment Services. Stifel serves a diverse client base, including individuals, institutional clients, and municipal entities, offering brokerage and advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Robert M

CFP®, Series 63, Series 65

Austin, TX

STIFEL

Robert Marwill is a CFP® professional with 32 years of experience in the financial industry. He has held roles at STIFEL since 2026, following prior positions at City National Bank and RBC Capital Markets. Outside of his advisory work, he serves as a director with Texas Performing Arts and sits on the board of the Eanes Education Foundation. STIFEL serves a broad clientele, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services built on a proprietary investment methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

Gilbert R

Series 63, Series 65

Austin, TX

STIFEL

Gilbert Riojas Jr. is a financial advisor with Stifel in Austin, TX, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Stifel Nicolaus & Company, Inc. since 2014. Outside of his advisory role, he is a managing partner of GILMAC Cattle Co. L.P., a family cattle ranching and real estate acquisition business. Stifel serves a wide range of clients, including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment strategy methodology developed by its Investment Strategy Group.

General retirement planning Income planning
user avatar

William B

Series 66

Austin, TX

STIFEL

William Bruin is a financial advisor at Stifel with a Series 66 designation and has been with the firm since 2024. He has prior experience working with several professional soccer teams, including Austin FC, Seattle Sounders, and Houston Dynamo. Outside of his advisory role, he serves on the board of Pflugerville FC, a youth soccer club, where he assists with tournament registration and communications with families. Stifel serves a wide range of clients, including individuals, institutions, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation, retirement, and estate planning decisions.

General retirement planning Income planning
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