Stifel Financial Corp.
Stifel Financial Corp. (NYSE: SF) operates as a diversified financial services firm providing wealth management, institutional services, and investment banking to private clients, institutional investors, and corporate clients across the United States, Europe, and Canada. The company maintains its website at… From the company’s description.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Stifel Financial Corp. does
In the company’s own words
Stifel Financial Corp. (NYSE: SF) operates as a diversified financial services firm providing wealth management, institutional services, and investment banking to private clients, institutional investors, and corporate clients across the United States, Europe, and Canada. The company maintains its website at www.stifel.com.
Founded in 1890 as a partnership and reorganized as a Delaware corporation in 1983, Stifel has grown into a premier investment bank and wealth management platform through both organic expansion and strategic acquisitions. The company operates over 9,000 associates globally, including more than 2,300 financial advisors positioned across 402 branch offices in 48 states and the District of Columbia, along with international offices in the United Kingdom, Europe, and Canada. Client assets under management total approximately $551.9 billion.
The company operates through three primary segments: Global Wealth Management, Institutional Group, and Other. Global Wealth Management encompasses private client services through the consolidated Stifel branch system, offering securities transactions, financial planning, asset management, and banking services through Stifel Bancorp subsidiaries. The Institutional Group provides research, equity and fixed income sales and trading, investment banking, and public finance services focused on targeted industries including real estate, financial services, healthcare, technology, and energy. The company also operates through subsidiary firms including Keefe, Bruyette & Woods, a specialized broker-dealer; Stifel Independent Advisors, an independent contractor network; and 1919 Investment Counsel, an asset management firm.
Stifel Bancorp provides retail and commercial banking services including mortgage lending, securities-based lending, venture banking, and treasury solutions. Recent acquisitions have expanded the platform, including Finance 500 and CB Resource in 2024, a portion of B. Riley Financial's wealth management business in 2025, and Bryan, Garnier & Co., a European investment bank, also in 2025.
The company's business model emphasizes client-centric service, entrepreneurial culture, and long-term relationship building. Stifel maintains a modest securities inventory designed to facilitate client order flow rather than generate proprietary trading profits, positioning the firm as a relationship-driven advisor across wealth management and institutional services.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- ST. LOUIS, MO
- Fiscal year end
- December
- CIK
- 720672
- SIC
- 6211
Financial performance, year by year
Fiscal 2013–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Stifel Financial Corp. — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Stifel Financial Corp.’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Stifel Financial Corp.’s bonds, as funds hold them
Funds report holding 1 issues of Stifel Financial Corp.’s debt, $173.50M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 4.00%, maturing 2030 to 2030.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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