1890 The Year We Were Founded
and we're still going strong.
Helping Clients Pursue What Matters Most
We are a forward thinking, multi-generational wealth management practice delivering individualized guidance and an elevated standard of care to a select group of individuals, multi-generational families, and businesses both locally and throughout the country.
Our mission is to become an essential partner and advocate for clients by leveraging our experiences, resources, and passion for making a difference as we help them define and pursue what matters most.
Why Choose Us?
- Through our Collaborative Approach, we provide our clients with clarity and confidence around their preparedness for the future
- Our clients take comfort in the Individualized Guidance that we provide, knowing we have a genuine interest in their goals and will use every ounce of our ability and our resources to get the job done
- We are ready to assist and always strive to exceed our clients’ expectations because of our commitment to build Lasting Relationships
Based in Stockton, California
Where Your Future Begins
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
Stifel
By the Numbers
Put simply, Stifel is a growth 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, 2024.
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