501 N Broadway
St Louis, Missouri 63102
Tel: 314-342-4051
STIFEL INDEPENDENT ADVISORS, LLC, formally registered with the SEC as STIFEL INDEPENDENT ADVISORS, LLC. The firm was established in 03/19/1993. They have over 80 offices throughout the country.
STIFEL INDEPENDENT ADVISORS, LLC is a St Louis, Missouri based Financial Planning firm with nearly $3,556,518,775 assets under management, offering retirement planning & investment advisory services to 9973 clients. The firm is staffed with 190 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 28218 |
SEC# | 801-43561 |
Assets Managed by Firm | $3,556,518,775 |
No. of Clients | 9973 |
No. of Advisors | 190 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 9973 | $3,556,518,775 |
Individuals (other than high net worth individuals) | 4819 | $1,094,235,755 |
High net worth individuals | 1548 | $2,290,667,879 |
Pension and profit sharing plans | 66 | $70,049,030 |
Charitable organizations | 23 | $47,925,919 |
Corporations or other businesses | 42 | $50,117,648 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$824,988,034,503 | 5086856 | 29003 | |
$558,464,518,060 | 1352052 | 19871 | |
$306,242,186,324 | 282 | 390 | |
$229,554,718,263 | 647 | 225 | |
$169,541,361,944 | 13 | 218 |
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