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
- 37
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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
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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RANDALL EUGENE ABERNATHY
Financial Advisor
- CRD
- #1249790
Brady Cooper Allen
--
- CRD
- #8129869
Showing 2 of 146 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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q4 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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