Seventh largest full-service investment firm in the country in terms of number of financial advisors, with approximately 2,300
More than 400 offices across the nation
$357 billion in client assets under management as of December 31, 2020
Shepard Wealth Management Group
has the support of and access to the deep resources of 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 wealth management and investment banking firm founded in 1890. Our philosophy on investing is grounded on a more than 130-year-old tradition of trust, understanding, and solid, studied advice. The company is a registered investment adviser with the U.S. Securities and Exchange Commission.
Our parent company, Stifel Financial Corp., went public in 1983 and has traded on the NYSE since 1987 (symbol “SF”).
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Our equity research has ranked in the top 10 of the StarMine Analyst Awards for 14 consecutive years (includes Keefe, Bruyette & Woods (KBW), a wholly owned subsidiary of Stifel Financial Corp., and other firms acquired by Stifel). For more information about the Refinitiv StarMine Analyst Awards, see www.stifel.com/research