Stifel Financial's subsidiary ranks first in employee advisor satisfaction for the third consecutive year, achieving top scores in multiple categories.
Quiver AI Summary
Stifel Financial Corp. announced that its broker-dealer subsidiary, Stifel, Nicolaus & Company, has achieved the top ranking in employee advisor satisfaction among wealth management firms for the third consecutive year, according to the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study. With a score of 819 out of 1,000, Stifel outperformed the employee segment average by 214 points and improved by 52 points from the previous year. The firm ranked first in five categories, including compensation and operational support. CEO Ron Kruszewski expressed pride in the recognition while highlighting a commitment to continuous improvement. With approximately 2,340 advisors managing around $517 billion in client assets, Stifel emphasizes a supportive culture that invests in the success of its advisors.
Potential Positives
- Stifel Financial Corp. achieved the No. 1 ranking in employee advisor satisfaction for the third consecutive year in the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study, highlighting consistent excellence in employee satisfaction.
- The company's overall satisfaction score of 819 is significantly higher than the industry average, demonstrating strong performance and advisor loyalty.
- Stifel ranked first in five individual categories, showcasing its strengths in areas such as compensation, leadership and culture, and technology, which are critical for attracting and retaining talent.
- This recognition reflects the effective culture and support systems in place at Stifel, which may enhance its reputation as a desirable workplace in the financial services industry.
Potential Negatives
- None
FAQ
What recent recognition did Stifel Financial Corp. receive?
Stifel ranked No. 1 in employee advisor satisfaction in the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study.
How many years has Stifel achieved the top ranking?
This is the third consecutive year Stifel has earned the top ranking in advisor satisfaction.
What was Stifel's score in the J.D. Power study?
Stifel scored 819 out of 1,000, significantly higher than the industry average.
In how many individual categories did Stifel rank first?
Stifel ranked first in five individual categories including compensation and technology.
What does Stifel attribute its success in advisor satisfaction to?
Stifel credits its unique culture and continuous investment in advisor support and resources.
Disclaimer: This is an AI-generated summary of a press release distributed by GlobeNewswire. The model used to summarize this release may make mistakes. See the full release here.
$SF Congressional Stock Trading
Members of Congress have traded $SF stock 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SF stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/09.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$SF Insider Trading Activity
$SF insiders have traded $SF stock on the open market 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $SF stock by insiders over the last 6 months:
- DAVID A PEACOCK sold 12,922 shares for an estimated $1,290,003
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$SF Hedge Fund Activity
We have seen 258 institutional investors add shares of $SF stock to their portfolio, and 215 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MARSHALL WACE, LLP added 1,058,875 shares (+717.5%) to their portfolio in Q1 2025, for an estimated $99,809,557
- AQR CAPITAL MANAGEMENT LLC added 1,049,665 shares (+314.1%) to their portfolio in Q1 2025, for an estimated $98,941,422
- CAPITAL RESEARCH GLOBAL INVESTORS removed 865,159 shares (-24.9%) from their portfolio in Q1 2025, for an estimated $81,549,887
- FMR LLC added 861,691 shares (+10.0%) to their portfolio in Q1 2025, for an estimated $81,222,993
- MORGAN STANLEY removed 555,051 shares (-21.6%) from their portfolio in Q1 2025, for an estimated $52,319,107
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. removed 503,485 shares (-54.9%) from their portfolio in Q1 2025, for an estimated $47,458,496
- MILLENNIUM MANAGEMENT LLC removed 419,389 shares (-39.0%) from their portfolio in Q1 2025, for an estimated $39,531,607
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$SF Analyst Ratings
Wall Street analysts have issued reports on $SF in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 07/11/2025
- JMP Securities issued a "Market Outperform" rating on 04/08/2025
To track analyst ratings and price targets for $SF, check out Quiver Quantitative's $SF forecast page.
$SF Price Targets
Multiple analysts have issued price targets for $SF recently. We have seen 8 analysts offer price targets for $SF in the last 6 months, with a median target of $117.5.
Here are some recent targets:
- Brian Fitzgerald from JMP Securities set a target price of $130.0 on 07/14/2025
- Michael Brown from Wells Fargo set a target price of $125.0 on 07/11/2025
- Christopher Allen from Citigroup set a target price of $115.0 on 07/07/2025
- Michael Cho from JP Morgan set a target price of $100.0 on 04/11/2025
- Bill Katz from TD Cowen set a target price of $84.0 on 04/09/2025
- Alexander Blostein from Goldman Sachs set a target price of $105.0 on 04/03/2025
- Brennan Hawken from UBS set a target price of $120.0 on 02/03/2025
Full Release
ST. LOUIS, July 16, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced that its Stifel, Nicolaus & Company, Incorporated broker-dealer subsidiary ranked No. 1 in employee advisor satisfaction among wealth management firms in the J.D. Power 2025 U.S. Financial Advisor Satisfaction Study SM .
This marks the third straight year that Stifel has earned the top ranking, which is calculated based on responses submitted by Stifel advisors. Stifel’s overall score was 819 out of 1,000 – 214 points higher than the employee segment average and up 52 points from last year.
In addition to finishing No. 1 overall, Stifel ranked first in five individual categories: compensation, leadership and culture, operational support, products and marketing, and technology.
“I am thrilled that J.D. Power has named Stifel the No. 1 wealth management firm for employee advisor satisfaction for the third consecutive year,” said Ron Kruszewski, Chairman and CEO of Stifel. “This recognition means even more because it comes directly from our advisors. Ranking No. 1 in overall satisfaction – and in five of six categories – is a powerful testament to the culture we’ve built at Stifel. But we don’t view this as a victory lap – we view it as a challenge. A challenge to keep raising the bar, to keep listening, and to continuously improve.”
“This is a tremendous honor for the firm, our advisors, and the colleagues who support them,” said Jim Zemlyak, President of Stifel and Head of Global Wealth Management. “Our unique culture is built around respect for our advisors, and we continually invest in their success by providing them the resources and support needed to deliver exceptional service to their clients.”
Stifel is home to approximately 2,340 advisors with approximately $517 billion in client assets as of June 30, 2025.
Stifel Company Information
Stifel Financial Corp. (NYSE: SF) is a financial services holding company headquartered in St. Louis, Missouri, that conducts its banking, securities, and financial services business through several wholly owned subsidiaries. Stifel’s broker-dealer clients are served in the United States through Stifel, Nicolaus & Company, Incorporated, including its Eaton Partners business division; Keefe, Bruyette & Woods, Inc.; Miller Buckfire & Co., LLC; and Stifel Independent Advisors, LLC; and in the United Kingdom and Europe through Stifel Nicolaus Europe Limited. The Company’s broker-dealer affiliates provide securities brokerage, investment banking, trading, investment advisory, and related financial services to individual investors, professional money managers, businesses, and municipalities. Stifel Bank and Stifel Bank & Trust offer a full range of consumer and commercial lending solutions. Stifel Trust Company, N.A. and Stifel Trust Company Delaware, N.A. offer trust and related services. To learn more about Stifel, please visit the Company’s website at www.stifel.com. For global disclosures, please visit www.stifel.com/investor-relations/press-releases.
For further information,
contact Brian Spellecy
(314) 342-2000
