CRD: 793
Stifel, Nicolaus & Company, Incorporated
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- Custodian
- Barclays · Broadridge · Charles Schwab & Company · Pershing · Stifel · US Bank
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-16-1968
- Office Locations
- 433
Office Locations
About Stifel, Nicolaus & Company, Incorporated
Stifel provides wealth management for individuals and families and institutional services for corporations, including investment banking, equities, fixed income capital markets, public finance, and equity research. Advisors support retirement and financial planning, investment advisory, asset management, and banking/lending, backed by in-house economists and market insights. The Stifel Wealth Tracker app gives clients a consolidated view of finances, spending, investments, and risk with access to research and their advisor.
Reported data analysis
What the numbers show
Between December 17, 2025 and June 30, 2026, reported AUM increased 15.4%, from $171.2B to $197.5B.
Across 5 reported observations, AUM increased 33.0% between December 8, 2022 and June 30, 2026, from $148.6B to $197.5B.
Of the latest reported AUM, 64.2% is discretionary and 35.8% is non-discretionary.
The firm reports 3,079 advisory representatives and 236,191 clients, or 76.7 clients per representative. That equates to $836.3K in reported AUM per client.
The profile lists 433 reported office locations and 58 years in operation. The source data was last updated on July 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
PAUL JOSEPH AYD
Chief Compliance Officer
- CRD
- #2963853
- Ownership
- Less than 5%
GEOFFREY CLYDE BRIGHT JR
Chief Compliance Officer
- CRD
- #4696103
- Ownership
- Less than 5%
Showing 2 of 13 owners & executives
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SALVATORE JOHN ABBATIELLO
President
- CRD
- #1984610
EDWARD FRANKLIN ABBEY JR
Financial Advisor
- CRD
- #809243
Showing 2 of 5040 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $126,839,531,130 | $419,611 |
| Non-Discretionary | $70,692,702,372 | $769,394 |
| Total | $197,532,233,502 | $501,147 |
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Separately Managed Accounts
SMA allocation detail is available
Stifel, Nicolaus & Company, Incorporated has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q1 2026
Review the latest reported holdings
Stifel, Nicolaus & Company, Incorporated's 13F holdings detail is available for Q1 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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