Stifel Independent Advisors, the independent contractor broker-dealer subsidiary of Stifel Financial Corp., has recruited three new offices with a combined total of $673 million in assets under management (AUM), in the second quarter of 2023. The teams, based in Utah, Florida and New Jersey, bring total assets under management (AUM) to more than $6.5 billion, with the newest members of the independent channel highly experienced advisers offering boutique wealth management services.
Alex David, president and CEO of Stifel Independent Advisors, said, “This is an exciting time for the industry, and for elite independent wealth management teams looking to partner with an independent broker-dealer that offers the resources of a globally recognized investment bank. As members of a network of advisers located across the United States, our newest teams will soon find they’ll be setting themselves apart with exceptional support that begins with comprehensive guidance. I’m deligh