Insights

Acquisition history Stifel Independent Advisors recently completed the sale of its independent unit to Equitable Advisors, indicating a strategic transition or restructuring that may open opportunities to engage with Equitable Advisors’ advisor network or to offer services that support transitions and integration post-acquisition.

Revenue momentum Revenue reported in the range of 100M to 250M with recent activity suggesting growth through advisor recruitment and performance, presenting an opening to discuss platform enhancements, back-office tech, and advisor support services that can drive further production.

Leadership evolution Key leadership hires and revamps led by experienced executives in branch development and marketing indicate a focus on recruiting and advisor development, offering a pathway to propose targeted marketing, onboarding programs, and recruitment tooling.

Tech and marketing Existing tech stack includes digital marketing and analytics tools (Google Tag Manager, Google Search Console, DoubleClick, Cloudflare) suggesting readiness for data-driven advisor acquisition, onboarding, and client engagement initiatives that your solutions could enhance.

Strategic positioning As a premier independent broker-dealer backed by a long-standing parent in 1890, the firm emphasizes entrepreneurial culture and bespoke advisory platforms, signaling potential value in scalable practice management, compliance solutions, and high-touch support for independent advisers seeking growth.

Similar companies to Stifel Independent Advisors

Stifel Independent Advisors Tech Stack

Stifel Independent Advisors uses 8 technology products and services including DoubleClick Floodlight, Cloudflare CDN, Cloudflare, and more. Explore Stifel Independent Advisors's tech stack below.

DoubleClick Floodlight
Advertising
Cloudflare CDN
Content Delivery Network
Cloudflare
Content Management System
Open Graph
Content Management System
Google Tag Manager
Tag Management
Vimeo
Video Players
X-Content-Type-Options
Web & Portal Technology
Google Search Console
Web Analytics

Media & News

Stifel Independent Advisors's Email Address Formats

Stifel Independent Advisors uses at least 2 format(s):

Stifel Independent Advisors Email Formats	Example	Percentage
LastF@centurysecurities.com	DoeJ@centurysecurities.com	87%
Last@centurysecurities.com	Doe@centurysecurities.com	6%
FLast@centurysecurities.com	JDoe@centurysecurities.com	5%
FirstL@centurysecurities.com	JohnD@centurysecurities.com	2%

Frequently Asked Questions

What is Stifel Independent Advisors's phone number?

You can contact Stifel Independent Advisors's main corporate office by phone at

+1-314-342-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Stifel Independent Advisors's official website and social media links?

Stifel Independent Advisors's official website is stifelindependence.com and has social profiles on LinkedIn.

How much revenue does Stifel Independent Advisors generate?

As of July 2026, Stifel Independent Advisors's annual revenue is estimated to be $100M - $250M.

What is Stifel Independent Advisors's NAICS code?

Stifel Independent Advisors's NAICS code is 52 - Finance and Insurance.

How many employees does Stifel Independent Advisors have currently?

As of July 2026, Stifel Independent Advisors has approximately 36 employees across 2 continents, including North AmericaAsia. Key team members include President: D. W.Business Account Manager: D. D.Office Manager: D. W.. Explore Stifel Independent Advisors's employee directory with LeadIQ.

What industry does Stifel Independent Advisors belong to?

Stifel Independent Advisors operates in the Financial Services industry.

What technology does Stifel Independent Advisors use?

Stifel Independent Advisors's tech stack includes DoubleClick FloodlightCloudflare CDNCloudflareOpen GraphGoogle Tag ManagerVimeoX-Content-Type-OptionsGoogle Search Console.

What is Stifel Independent Advisors's email format?

Stifel Independent Advisors's email format typically follows the pattern of LastF@centurysecurities.com. Find more Stifel Independent Advisors email formats with LeadIQ.

When was Stifel Independent Advisors founded?

Stifel Independent Advisors was founded in 1991.

Stifel Independent Advisors

Q: How many employees does Stifel Independent Advisors have currently?

Stifel Independent Advisors has approximately 36 employees.

Q: What technology does Stifel Independent Advisors use?

Stifel Independent Advisors's tech stack includes DocuSign, KnowBe4, DoubleClick Floodlight, JSON-LD, Cloudflare.

Q: What is Stifel Independent Advisors's NAICS code?

Stifel Independent Advisors's NAICS code is 52 (Finance and Insurance).

Financial ServicesMissouri, United States11-50 Employees

Stifel Independent Advisors operates as an independent broker-dealer within the financial services sector, offering financial advisors access to a broad platform of products and services alongside a bespoke business model designed to support growth. Backed by Stifel, a long-established financial institution, the firm emphasizes a culture that encourages creativity and entrepreneurial thinking while leveraging substantial resources to assist its advisors.

Based in St. Louis, Missouri, the organization targets independent financial professionals seeking ways to expand their practice and recruit new advisors, supported by a structure that revitalized its predecessor brand in 2021. The firm is positioned within a competitive landscape of independent broker-dealers, alongside peers such as larger networks and independent advisory platforms.