Our Firm

The Shepard Wealth Management Group has the support of and access to the deep resources of Stifel, one of the nation's leading financial services firms.  Their affiliation with Stifel enables them to maintain the independent thinking and entrepreneurial spirit essential to help clients pursue their financial goals.

Stifel, Nicolaus & Company, Incorporated is a full-service securities brokerage, investment banking, trading, and investment advisory firm founded in 1890. The company is a registered investment adviser with the U.S. Securities and Exchange Commission.

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  • More than 400 offices across the nation
  • Seventh largest full-service investment firm in the country in terms of number of financial advisors, with approximately 2,100
  • Approximately 7,500 associates
  • More than $270 billion in client assets under management as of December 31, 2018
  • $3.2 billion of revenue in 2018 and $24 billion in total assets
  • Headquartered in St. Louis, Missouri

Our equity research has ranked in the top 10 of the Thomson Reuters Analyst Awards for 12 consecutive years (includes Keefe, Bruyette & Woods (KBW), a wholly owned subsidiary of Stifel Financial Corp., and other firms acquired by Stifel).  Stifel and KBW combined to win 18 awards and ranked No. 3 in 2018.  For more information about the Thomson Reuters Analyst Awards, see www.stifel.com/research.

 

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