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Stifel Independent Advisors

In the News

Read, watch, or listen to the latest news about Stifel Independent Advisors.

Columbia Crest Financial Advisors Joins Stifel Independent Advisors

Columbia Crest Financial Advisors is led by Richard Reith and Laura Nelson and includes Financial Advisors Silas Newkirk and Trina Whitten.  The team is based in Chehalis, Washington, with Ms. Whitten working from a satellite office in Roseberg, Oregon.  

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Stofan Agazzi Investments Joins Stifel Independent Advisors

Based in Joliet, Illinois, Stofan Agazzi Investments is led by 36-year investment industry veteran Mark Stofan, CFP®, President.

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ARC Wealth Management Joins Stifel Independent Advisors

Salt Lake City-based team is responsible for $460 million in client assets

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Stifel Independent Advisors Welcomes Client First Financial

Two-Advisor practice is based in Colts Neck, NJ

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David Hsieh Named AAPI Financial Advisor of the Year

Mountain-View, California-based advisor honored in Wealth Strategist Report’s Pathfinder Awards for Top AAPI Industry Leaders of 2023.

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BT Legacy Wealth Management Joins Stifel Independent Advisors

St. Petersburg, Florida-based team is responsible for $189 million in client assets.

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Diversity Initiatives in Wealth Management Need Not Be Complicated

In this op-ed for Barron’s, our Alex David discusses how our unique approach to DEI initiatives helps us attract diverse professionals.

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Stifel Independent Advisors Reaches $6 Billion in Assets

Leadership committed to building a multi-dimensional and diverse firm.

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Stifel Independent Advisors Adds 11 Practices With More Than $2.53 Billion in Assets in 2022

Top Producers Representing Gender, Racial, Geographic, and Cultural Diversity Drive Growth

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Axio Capital Advisors

Stifel Independent Advisors Welcomes Axió Capital Advisors

Hunt Valley, Maryland-based team was previously affiliated with RBC.

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Stifel Independent Advisors Opens Four New Flagship Offices

New hires are responsible for $566 million in client assets.

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Jerry Pyles and Mike Wiseman

Pyles and Wiseman Investment Services Joins Stifel Independent Advisors

Poplar Bluff, Missouri-based team is responsible for $124 million in client assets.

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Green Fairways Wealth Management Joins Stifel Independent Advisors

Four-advisor team with $214 million in client assets opens flagship office in Naples, Florida.

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Ron Kruszewski, Chairman and CEO of Stifel

Stifel CEO Interviewed on CNBC’s “Mad Money with Jim Cramer”

Ron Kruszewski, Chairman and CEO of our parent company, Stifel Financial Corp., sat down with Jim Cramer to discuss Stifel’s growth, outstanding research, entrepreneurial culture, and more.

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Three Business Men Talking By Window

Rebich Investments Joins Stifel Independent Advisors

Rebich Investments becomes the latest elite team to join Stifel Independent Advisors.

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Stifel Independent Advisors Welcomes KWM Wealth Advisory

KWM Wealth Advisory – a four-advisor team with $720 million in client assets – is the latest addition to the Stifel Independent Advisors family.

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Two business men in blue chairs shaking hands

Stifel Independent Advisors Expands Recruiting Team

Stifel Independent Advisors bolsters its recruiting team with the hiring of Ted Desautels, Matthew Hill, and Chad Hawblitzel – three professionals with extensive experience in the independent space.

Press Release

Terra Firma Wealth Management

Terra Firma Wealth Management Joins Stifel Independent Advisors

“We are pleased to have Aaron and Kurt on board, as they run an exceptional practice,” said Rob Welch, Director, Regional Recruiting. “They are the perfect flagship independent office for us in the Pacific Northwest.”

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Business people meeting in stairwell

Herndon Wealth Management Joins Stifel Independent Advisors

Herndon Wealth Management – a three-advisor team with $93 million in client assets – becomes the third team to join Stifel's independent channel in less than a month.

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Freehold Wealth Management Joins Stifel Independent Advisors

Freehold Wealth Management – a three-advisor team with $139 million in client assets – is the second team to join Stifel Independent Advisors.

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Cedric Edwards

Cedric Edwards Joins Stifel Independent Advisors

“We are excited to welcome Cedric to the Stifel Independent Advisors family,” said Alex David, President and CEO of Stifel Independent Advisors. “His service to his clients and community is truly exemplary.”

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