Stifel, Nicolaus & Company, Incorporated

Stifel, Nicolaus & Company, Incorporated (CRD# 793) is a financial advisory firm headquartered in Saint Louis, MO. They manage $148,561,390,277 in 316,625 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    148,561
    MILLION
  • Total Number of Accounts
    316,625
    ACCOUNTS
  • Average Account Value
    $469,203
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 pooled investment vehicles (other than investment companies)
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Stifel, Nicolaus & Company, Incorporated
Showing 11 - 20 of 3,241 top financial advisors.
11
Kathleen A. Acord
CRD#: 2223418
12800 University Drive, Suite 300, Fort Myers, FL 33907

Kathleen Acord (CRD# 2223418) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Fort Myers, FL and has over 30 years of experience in the finance industry.

12
James W. Adams
CRD#: 4358121
11300 Cantrell Road, Suite 101, Little Rock, AR 72212

James Adams (CRD# 4358121) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Little Rock, AR and has over 21 years of experience in the finance industry.

13
Jeffery R. Adams
CRD#: 4992131
Atrium One, 900 Victors Way, Suite 150, Ann Arbor, MI 48108

Jeffery Adams (CRD# 4992131) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Ann Arbor, MI and has over 16 years of experience in the finance industry.

14
Kenneth C. Adams
CRD#: 716555
5780 Fleet Street, Suite 250, Carlsbad, CA 92008

Kenneth Adams (CRD# 716555) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Carlsbad, CA and has over 29 years of experience in the finance industry.

15
Kyle J. Adams
CRD#: 5532114
121 North Market Street, Suite 500, Wooster, OH 44691

Kyle Adams (CRD# 5532114) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wooster, OH and has over 13 years of experience in the finance industry.

16
Michael J. Adams
CRD#: 860173
701 East Lake Street, Wayzata, MN 55391

Michael Adams (CRD# 860173) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Wayzata, MN and has over 42 years of experience in the finance industry.

17
Robert K. Adams
CRD#: 4316881
633 Berckman Road, Augusta, GA 30909

Robert Adams (CRD# 4316881) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Augusta, GA and has over 21 years of experience in the finance industry. Robert Adams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

18
Edward J. Aders
CRD#: 4470329
401 North 31st Street, Suite 1610, Billings, MT 59101

Edward Aders (CRD# 4470329) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Billings, MT and has over 20 years of experience in the finance industry.

19
Gary E. Adkin
CRD#: 3084484
440 Royal Palm Way, Palm Beach, FL 33480

Gary Adkin (CRD# 3084484) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Palm Beach, FL and has over 23 years of experience in the finance industry.

20
Sailing D. Adler
CRD#: 2602428
125 High Street, Boston, MA 02110

Sailing Adler (CRD# 2602428) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Boston, MA and has over 27 years of experience in the finance industry.

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