CRD: 28218
Stifel Independent Advisors, LLC
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- Custodian
- Stifel · US Bank
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-19-1993
- Office Locations
- 2
Office Locations
About Stifel Independent Advisors, LLC
Stifel Independent Advisors is an independent broker-dealer that supports financial advisors with a broad platform of investment products, advisor-built technology, and hands-on transition support. Backed by Stifel (est. 1890), it combines independent flexibility with national scale, including access to Stifel’s investment banking and public finance resources and a 400+ office footprint.
Reported data analysis
What the numbers show
Between March 31, 2025 and March 2, 2026, reported AUM increased 14.3%, from $4.4B to $5.0B.
Across 5 reported observations, AUM increased 220.8% between July 7, 2022 and March 2, 2026, from $1.6B to $5.0B.
Of the latest reported AUM, 65.4% is discretionary and 34.6% is non-discretionary.
The firm reports 132 advisory representatives and 7,902 clients, or 59.9 clients per representative. That equates to $633.6K in reported AUM per client.
The profile lists 2 reported office locations and 33 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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The full Stifel Independent Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PATRICIA AGNES BOYLAN
Chief Compliance Officer, Counsel
- CRD
- #3231492
- Ownership
- Less than 5%
FRANK ANGELO MASSA JR
DIRECTOR, President
- CRD
- #2241858
- Ownership
- Less than 5%
Showing 2 of 4 owners & executives
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Brady Cooper Allen
--
- CRD
- #8129869
CHRISTOPHER JOHN ASTORINO
--
- CRD
- #4693841
Showing 2 of 62 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,272,353,775 | $383,090 |
| Non-Discretionary | $1,734,609,124 | $472,131 |
| Total | $5,006,962,899 | $409,869 |
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Separately Managed Accounts
SMA allocation detail is available
Stifel Independent Advisors, LLC has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q4 2025
Review the latest reported holdings
Stifel Independent Advisors, LLC's 13F holdings detail is available for Q4 2025, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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