1890 The Year We Were Founded
and we're still going strong.
Welcome to the Sugar Land Stifel Branch
With approximately 2,300 financial advisors in more than 400 offices across the nation, Stifel is the nation’s seventh largest full-service investment firm in terms of number of financial advisors. Stifel’s presence may be relatively new to Sugar Land; however, the firm has been serving investors for more than 130 years.
Our Mission
At Stifel, our mission is to be the Firm of Choice for advisors and other professionals, the Advisor of Choice for clients, and the Investment of Choice for shareholders.
Our Exceptional Support
At Stifel, we’re committed to providing our advisors with everything they need to serve their clients to the best of their ability. It’s all part of our advisor-centric culture. As our firm has grown, so too have our capabilities. Our product and service offerings are designed to help you address the needs of even the most sophisticated investors.
Entrepreneurial Culture
Our Advisors are empowered to run their business their way and do what’s best for their clients.
One Simple Grid
Our composition program is simple, streamlined, and recognized as one of the most generous in the industry.
Investment in Technology
You'll have the tools to make your practice as efficient and productive as possible.
Stifel
By the Numbers
Put simply, Stifel is a growing company. Since our founding in 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking No. 7 in terms of number of financial advisors.
Learn More About Stifel2,300 Financial Advisors
Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.
As of December 31, 2023.
Stay Informed
Latest News
Read, watch, or listen to our timely investor insights.
Sight|LinesSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise. Available as a written document, recap video, and a podcast.
Podcast
Market PulseMarket Pulse is a publication sent when the market moves about +/- 2% on a given day. It is meant to educate clients on what has moved the market that day, what we believe will move the market for the duration of the quarter and our investment outlook.
Whitepaper
Investment Strategy BriefHosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Podcast
Conversations with Michael O'KeeffeStifel’s Chief Investment Officer, Michael O’Keeffe, sits down with leaders at Stifel and in the finance industry to have thought provoking conversations related to the finance industry. Episodes are released monthly.
Podcast
Sight|Lines VideoSight|Lines is a weekly note, meant to help clients and colleagues focus on a key insight amid the roar of market noise.
Video
- Investment Strategy Brief
Hosted by Michael O’Keeffe, Stifel Chief Investment Officer, the Investment Strategy Brief is a monthly market update from Stifel’s Investment Strategy team.
Video