2,300 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.
Focusing on your family and business wealth management needs
The Long Wealth Advisory Group combines more than 80 years of financial services experience working with successful families, individuals, and businesses in the Sarasota Coastal Area. We leverage our long-standing track record and mutigenerational insights to provide tailored guidance based on your unique needs.
Daniel Long named to:
Forbes’ 2025 and 2026 Best-in-State Wealth Advisors
Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC. AdvisorHub’s Advisors to Watch rankings are based on the 12-month period ending December 31 of the year prior to publication. Each are selected from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see stifel.info/award-disclosures.
For 2025 qualification, the Stifel Chairman’s Council consisted of 230 of the firm’s top-producing financial advisors from among its more than 2,300 advisors across the nation.
Stifel does not provide legal or tax advice. You should consult with your legal and tax advisors regarding your particular situation.
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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 Stifel600+ Investment Banking Professionals
Stifel's Investment Banking team consists of more than 600 investment banking professionals in eight industry groups and six product and service groups.
As of December 31, 2024.
250+ Public Finance Associates
We have more than 250 Public Finance associates in 44 offices.
As of December 31, 2024.
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