STIFEL INDEPENDENT ADVISORS, LLC

501 N Broadway
St Louis, Missouri 63102
Tel: 314-342-4051

About STIFEL INDEPENDENT ADVISORS, LLC

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.

Firm Information

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

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Education seminars/workshops

Firm Client Information

	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

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OLIVE STREET INVESTMENT ADVISERS, LLC 12555 Manchester Road St. Louis, MO, 63131	$169,541,361,944	13	218
ASCENSION INVESTMENT MANAGEMENT 4600 Edmundson Road St. Louis, MO, 63134	$40,337,272,573	14	27
MONETA GROUP INVESTMENT ADVISORS, LLC 100 South Brentwood Blvd. St. Louis, MO, 63105	$37,481,639,918	40790	501

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