Stifel

Stifel is a leading finance institution located at 3554 Round Barn Boulevard in Santa Rosa, California, United States. With a history dating back to 1890, Stifel has grown to become one of the nation's largest wealth management firms, ranking 7th in terms of the number of financial advisors. Our Private Client Group boasts over 2,300 financial advisors, making us the 7th largest full-service investment firm based on the number of financial advisors.

At Stifel, we are dedicated to helping our clients achieve their financial goals. We offer timely investor insights through publications like Sight|Lines, Market Pulse, and the Investment Strategy Brief. These resources provide valuable market updates and insights to help our clients navigate the complexities of the financial world.

Our Chief Investment Officer, Michael O’Keeffe, hosts thought-provoking conversations with leaders in the finance industry through our monthly podcast series. We are committed to providing our clients with the information and resources they need to make informed investment decisions.

If you are looking for a trusted partner to help you achieve your financial goals, Stifel is here to help. Contact us today to learn more about our services and how we can assist you in reaching your financial objectives.