Stifel Independent Advisors, LLC

Stifel Independent Advisors, LLC (CRD# 28218) is a financial advisory firm headquartered in Saint Louis, MO. They manage $3,556,518,775 in 9,973 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,557
    MILLION
  • Total Number of Accounts
    9,973
    ACCOUNTS
  • Average Account Value
    $356,615
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Stifel Independent Advisors, LLC
Showing 11 - 20 of 110 top financial advisors.
11
Brian T. Collard
CRD#: 5063160
1240 East 2100 South, Suite 400, Salt Lake City, UT 84106

Brian Collard (CRD# 5063160) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Salt Lake City, UT and has over 18 years of experience in the finance industry.

12
Duane J. Daniels
CRD#: 3268866
800 S Lincoln Ave, Pob 1356, O'fallon, IL 62269

Duane Daniels (CRD# 3268866) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in O'fallon, IL and has over 24 years of experience in the finance industry.

13
Jonathan D. Daniels
CRD#: 5683557
800 S Lincoln Ave, Pob 1356, O'fallon, IL 62269

Jonathan Daniels (CRD# 5683557) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in O'fallon, IL and has over 13 years of experience in the finance industry.

14
Clayton E. Denny
CRD#: 5411887
8147 New Lagrange Road, Suite 201, Louisville, KY 40222

Clayton Denny (CRD# 5411887) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Louisville, KY and has over 15 years of experience in the finance industry.

15
Theodore E. Desautels
CRD#: 4863196
One Financial Plaza 501 North Broadway, Saint Louis, MO 63102

Theodore Desautels (CRD# 4863196) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Saint Louis, MO and has over 10 years of experience in the finance industry.

16
Steven L. Dobler
CRD#: 725156
10511 Mary Rose Way, Lithia, FL 33547

Steven Dobler (CRD# 725156) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Lithia, FL and has over 43 years of experience in the finance industry.

17
Cedric B. Edwards
CRD#: 4160346
18965 Fm 2252, Garden Ridge, TX 78266

Cedric Edwards (CRD# 4160346) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Garden Ridge, TX and has over 23 years of experience in the finance industry.

18
Erin A. Ellis
CRD#: 4499248
501 North Broadway, Saint Louis, MO 63102

Erin Ellis (CRD# 4499248) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Saint Louis, MO and has over 17 years of experience in the finance industry.

19
David J. Ewert
CRD#: 2399923
5025 E. Kellogg Drive, Suite 114, Wichita, KS 67218

David Ewert (CRD# 2399923) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Wichita, KS and has over 30 years of experience in the finance industry.

20
Les D. Frate
CRD#: 2397024
9930 Johnnycake Ridge Rd., Bldg. 2a, Mentor, OH 44060

Les Frate (CRD# 2397024) is an Investment Advisor Representative working at Stifel Independent Advisors, LLC in Mentor, OH and has over 30 years of experience in the finance industry.

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