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STIFEL INDEPENDENT ADVISORS, LLC
CRD 28218 · SEC 801-43561
501 N BROADWAY, ST LOUIS, MO, 63102, United States
Phone
314-342-4051
Fax
314-342-2004
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$5.01B
Discretionary AUM
$3.27B
Team
198 total employees; 132 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-03-02
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 5638 | $1.37B |
| High net worth individuals | 2124 | $3.46B |
| Pension/profit sharing plans | 61 | $68.5M |
| Charitable organizations | 37 | $67.9M |
| Corporations/business entities | 42 | $42.5M |
States served
AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, TN, UT, VA, WV, WI, WY, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- https://www.columbiacrestfa.com
- https://www.axiocapitaladvisors.com
- https://www.pylesandwiseman.com
- https://www.tannercreekcap.com
- https://www.clientfirst-financial.com
- https://www.arcwm.net
- HTTPS://WWW.DENNYFINANCIALGROUP.COM
- HTTPS://WWW.PENSION-ADMINISTRATORS.COM
- HTTP://WWW.WINGSFINANCIALGROUP.COM
- https://www.btlegacy.com
- HTTPS://WWW.ASKJAMESTHORNTON.COM
- HTTP://WWW.JBAMSTL.COM
- HTTP://WWW.DOBLERASSETMANAGEMENT.COM
- https://www.greenfairwayswm.com
- https://www.cornerstonepwp.com
- https://www.freeholdwealthmanagement.com
- https://www.terrafirmawealthmanagement.com
- https://www.stofanagazzi.com
- https://www.optimus-financial.com
- https://www.allseasonscapadv.com
- https://www.stifelindependence.com
- https://www.endurancews.com
- https://www.woesteandbrunfinancialadvisors.com
- https://www.instagram.com/stifelindependent/
- HTTP://WWW.COMMUNITY-FINANCIAL.COM
- https://www.linkedin.com/company/stifel-independent-advisors/
- https://www.rebich-investments.com
- https://www.oliverprivatewealthadvisors.com
- https://www.radiancewealthservices.com
- https://www.rollover.net
- https://www.egoliwealthadvisors.com
- https://www.kwmwealthadvisory.com
- https://www.vibostokwealthmanagement.com
- https://www.dustincurbow.com
Official SEC filing: View on IAPD