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Stifel Independent Advisors Expands with New Teams Representing $670 Million in Client Assets

PR Newswire - Thu Aug 3, 2023

Firm Establishes First Flagship Offices in Utah, Florida, New Jersey, as Stifel ranks No. 1 in latest J.D. Power survey

ST. LOUIS, Aug. 3, 2023 /PRNewswire/ -- Stifel Financial Corp. (NYSE: SF) today announced that its independent contractor broker-dealer subsidiary, Stifel Independent Advisors, LLC, recruited three new offices with a combined total of $673 million in assets under management (AUM), in the second quarter of 2023. The teams, based in Utah, Florida, and New Jersey, bring total assets under management (AUM) to more than $6.5 billion, with the newest members of the independent channel highly experienced advisors offering boutique wealth management services.

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