Insights

Growth Opportunity Stifel Independent Advisors recently transitioned assets to Equitable Advisors in 2026, signaling a period of strategic realignment that may open doors with both legacy clients and competing brokerage networks for renewal opportunities, cross-sell of services, and advisor recruitment.

Recruitment Potential Leadership focus on revitalizing the independent channel since 2021 and notable hiring of veteran Alexandre David to revamp recruiting suggests ongoing expansion ambitions; target high-producing breakaway brokers and RIA autonomy seekers.

Revenue Signal Reported revenue in the range of 100M to 250M with a 30M annual advisor revenue level highlights a sizable broker-dealer platform with scalable product access, presenting opportunities for tech, compliance, and platform optimization partnerships.

Tech Enablement Current tech stack includes iCIMS, DocuSign, KnowBe4, Google Analytics, and conversion tools; potential cross-sell of security, onboarding automation, and data analytics solutions to improve recruiting effectiveness and advisor productivity.

Strategic Backing Backed by Stifel with a long industry heritage and entrepreneurial culture provides a credible partner profile for cross-promotional campaigns, co-branded initiatives, and leveraging a broader financial services network to attract independent advisers seeking scale.

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Stifel Independent Advisors Tech Stack

Stifel Independent Advisors uses 8 technology products and services including iCIMS, DocuSign, KnowBe4, and more. Explore Stifel Independent Advisors's tech stack below.

iCIMS
Applicant Tracking Systems
DocuSign
Miscellaneous
KnowBe4
Security
Google Tag Manager
Tag Management
Vimeo
Video Players
YouTube
Video Players
Google Analytics
Web Analytics
Piwik PRO Core
Web Analytics

Media & News

Stifel Independent Advisors's Email Address Formats

Stifel Independent Advisors uses at least 4 email formats:

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 August 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 August 2026, Stifel Independent Advisors has approximately 37 employees across 1 continents, including North America. Key team members include President: D. W., Business Account Manager: D. D. and 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 iCIMS, DocuSign, KnowBe4, Google Tag Manager, Vimeo, YouTube, Google Analytics and Piwik PRO Core.

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 37 employees.

Q: What technology does Stifel Independent Advisors use?

Stifel Independent Advisors's tech stack includes iCIMS, Cloudflare CDN, X-Content-Type-Options, Bootstrap, Cloudflare Bot Management.

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.