Los Angeles, California

Sophisticated Products and Services for High-Net-Worth Investors

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In the sweet spot between big firm, small firm, and independent

You'll Find Stifel.

As a successful financial advisor, you owe it to yourself to explore your options. At a wirehouse, size often comes with red tape and corporate mandates. At a boutique firm, you can deliver great client service, but at the expense of resources. Going independent sounds appealing, until you consider the demands that come with running your own business.

At Stifel, you can maximize your potential without making any sacrifices. Take a closer look to learn more about our unique culture and all that we have to offer.
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2 YEARS IN A ROW

#1 Wealth Management Firm For Employee Advisor Satisfaction

Based on the results of the J.D. Power 2024 U.S. Financial Advisor Satisfaction Study℠.

For J.D. Power 2024 award information, visit jdpower.com/awards. Compensation provided for using, not obtaining, the award.
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High-Net-Worth Solutions

With access to a sophisticated product and service platform, Stifel enables you to serve your clients and build your business.

Advisor-Driven Technology

Our cutting-edge technology was built to help you run your practice efficiently and effectively.

Your Transition, Made Easy

Our experienced transition team and knowledgeable professionals from all areas of the firm will help ensure your business hits the ground running.

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.

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$444 Billion in Client Assets Under Management

Stifel has nearly $444 billion in client assets under management.

As of December 31, 2023.

2,000+ Global Stocks Under Coverage

Stifel is home to one of the industry’s largest research platforms with more than 2,000 global stocks under coverage.

As of December 31, 2023.

Get in Touch

Please fill out the form below or contact Branch Manager Tim Metcalf via his direct line (949) 252-5660. We look forward to hearing from you!

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