ADDED
Over the past several years, we have grown substantially, primarily by completing and successfully integrating a number of acquisitions, including the following acquisitions, which were integrated during 2024 and 2025: CB Resource and Finance 500 On August 1, 2024, the Company acquired Finance 500, Inc.
s traditional wealth management business, a deal that added 36 advisors with approximately $4 billion in assets under management.
We have customers throughout the United States, the United Kingdom, Europe, and Canada.
Consolidated Stifel Branch System At December 31, 2025, the Private Client Group had a network of more than 2,200 financial advisors located in 402 branch offices in 48 states and the District of Columbia.
We offer high-net-worth and institutional investors the opportunity to participate in a wide range of non-traditional investment strategies.
Strategies include single manager hedge funds, funds of funds, diversified private equity funds, and single investment late-stage private equity funds.
On February 2, 2026, the Company sold Stifel Independent Advisors, LLC, a wholly owned subsidiary and independent contractor broker-dealer, to an affiliate of Equitable, a financial services organization and principal franchise of Equitable Holdings, Inc.
Stifel Bancorp We provide retail and commercial banking services to private and corporate clients, including a range of personal lending solutions such as fixed- and adjustable-rate mortgage loans, home equity lines of credit, fund banking, unsecured personal loans, loans secured by certificates of deposit or savings accounts, and securities-based lending.
Our commercial offerings include small business and middle-market lending, commercial real estate loans, revolving and standby lines of credit, credit cards, term loans, and inventory and receivables financing, along with related deposit and treasury solutions.
In addition, we offer venture banking services designed to support venture-backed and high-growth companies with tailored banking and credit solutions that help fund innovation and scale responsibly across a broad range of industries.
REMOVED
Over the past several years, we have grown substantially, primarily by completing and successfully integrating a number of acquisitions, including the following acquisitions, which were integrated during 2023 and 2024: Torreya Partners LLC On March 1, 2023, the Company acquired Torreya Partners LLC, a leading independent M A and private capital advisory firm serving the global life sciences industry.
Sierra Pacific Securities, LLC On August 1, 2023, the Company acquired Sierra Pacific Securities, LLC, an algorithmic trading-focused, fixed income market-making firm.
CB Resource and Finance 500 On August 1, 2024, the Company acquired Finance 500, Inc.
On January 6, 2025, the Company announced it signed a definitive agreement to acquire Bryan, Garnier Co.
The transaction is expected to close in the first half of 2025.
We have customers throughout the United States, the United Kingdom, and Canada, with a growing presence in Europe.
Consolidated Stifel Branch System At December 31, 2024, the Private Client Group had a network of 2,229 financial advisors located in 389 branch offices in 48 states and the District of Columbia.
Stifel Bancorp We offer retail and commercial banking services to private and corporate clients, including personal loan programs, such as fixed and variable mortgage loans, home equity lines of credit, personal loans, loans secured by CDs or savings, and securities-based loans, as well as commercial lending programs, such as small business loans, commercial real estate loans, lines of credit, credit cards, term loans, and inventory and receivables financing, in addition to other banking products.
We believe Stifel Bancorp not only helps us serve our private clients more effectively by offering them a broader range of services, but also enables us to better utilize our private client cash balances held which are swept to our bank subsidiaries and is their primary source of funding.
As of December 31, 2024, we had over 9,000 associates, including 2,342 financial advisors, located primarily in the United States, the United Kingdom, and Canada, with a growing presence in Europe.