Stifel Independent Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St Louis, MO. Its latest Form ADV filing, dated March 2, 2026, reports $5.0B in regulatory assets under management, 198 employees, 77 offices, and 12,216 accounts.
Top client segmentIndividuals represent 71.3% of total clients.
Top client categories% of clientsClients
1
Individuals
71.3%
5,638
2
HNWI
26.9%
2,124
3
Pension Plans
0.8%
61
4
Corporations
0.5%
42
5
Charitable
0.5%
37
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$5.0Bas of March 2, 2026
Discretionary65.4%
$3.3B
65% of total RAUM65.4%
Non-discretionary34.6%
$1.7B
35% of total RAUM34.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$5.0B
Total Accounts12,216
10Y AUM Change+$4.4B (+775.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees198
Clients per Employee40:1
10Y Employee Change+68 (+52.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.