Stifel, Nicolaus & Company, Incorporated

Overview

Stifel, Nicolaus & Company, Incorporated operates as a full-service broker-dealer that also provides advisory services across individual, family and institutional client segments. Organized as a corporation, the firm combines brokerage and custody capabilities with insurance placement and municipal advisory services. Its revenue and client engagement models include asset-based fees, fixed advisory fees and transaction commissions. The firm’s advisory scope covers financial planning and portfolio management for individuals, small businesses, pooled investment vehicles, and institutions, plus pension consulting and manager selection. It also runs educational programming for clients. Regulatory and business affiliations indicate Stifel acts in multiple capacities beyond an adviser — including roles as a sponsor or general partner of pooled vehicles and as an insurance and trust-affiliated intermediary. The firm is not flagged as an active ESG investor in the provided data.

Assets & Accounts

Public Holdings

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Location & Offices