Wealth Manager
    SEC Registered
    Manages Private Funds

    Stifel Independent Advisors, LLC

    Registered investment advisor · St Louis, Missouri · CRD #28218

    Assets Under Management
    $5B
    Client Accounts
    12,216
    Employees
    198
    CRD Number
    28218
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Stifel Independent Advisors, LLC

    Stifel Independent Advisors, LLC offers investment advisory, portfolio monitoring, and financial planning services. Founded in 1991, it employs 51-200 staff and is backed by Stifel Financial Corp., a major financial services firm.

    Fee Structure

    Percentage of assets under management Yes
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Yes

    Contacts, 13F holdings & brochure intel for Stifel Independent Advisors, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Stifel Independent Advisors, LLC's AUM?

    Stifel Independent Advisors, LLC reports approximately $5B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Stifel Independent Advisors, LLC headquartered?

    Stifel Independent Advisors, LLC is headquartered in St Louis, Missouri.

    What is Stifel Independent Advisors, LLC's CRD number?

    Stifel Independent Advisors, LLC's CRD number is 28218. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Stifel Independent Advisors, LLC manage?

    Stifel Independent Advisors, LLC manages approximately 12,216 client accounts according to its latest SEC filing.

    Is Stifel Independent Advisors, LLC SEC registered?

    Yes, Stifel Independent Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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