Couple making a speech on a garden party
Phelps Serrano Group team photo

Who We Are

Learn more about each member of the Phelps Serrano Group.
Our Team
3 phones with different images from Stifel Wealth Tracker sit in the middle of the image, the background is the Stifel logo outside of the Washington Avenue entrance to the St. Louis Headquarters; Stifel Wealth Tracker

Stifel Wealth Tracker

View your accounts, analyze investments, and access exclusive market updates, research, and more.

Senior creative professional remote working and checking phone at home

Connect with Us

We look forward to hearing from you and discussing your financial goals.

Stifel

By the Numbers

Put simply, Stifel is a growth company. Since our founding in 1890, Stifel has grown to become one of the nation’s largest wealth management firms, ranking No. 7 in terms of number of financial advisors.

Learn More About Stifel

2,300 Financial Advisors

Our Private Client Group has more than 2,300 financial advisors. This makes Stifel the seventh largest full-service investment firm based on number of financial advisors.

As of December 31, 2024.

600+ Investment Banking Professionals

Stifel's Investment Banking team consists of more than 600 investment banking professionals in eight industry groups and six product and service groups.

As of December 31, 2024.

250+ Public Finance Associates

We have more than 250 Public Finance associates in 44 offices.

As of December 31, 2024.