Forbes' Best-in-State Wealth Management Teams 2024

Forbes’ Best-in-State Wealth Management Teams rankings are based on the 12-month period ending March 31 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

Mark Zichterman Awarded Forbes’ Best-in-State Wealth Advisors 2024

Forbes’ Best-in-State Wealth Advisors rankings are based on the 12-month period ending June 30 of the year prior to publication and selected by SHOOK Research, LLC from a pool of nominations as indicated in the methodology. The rankings may not be representative of any one client’s experience and are not indicative of the financial advisor’s future performance. For more information, see www.stifel.info/award-disclosures.

About Us

The greatest thing our team has to offer is our incredible associates, who all share a deep, genuine connection and concern for our clients and their families. We believe it’s easy to find a team with experience, and it’s easy to find a team with a bright future, but to find a team with both is quite difficult.

Our Approach

Our wealth management team offers a full range of products and services, from helping you select individual investments to developing a personalized retirement planning strategy. With access to Stifel’s high-caliber resources – including research analysts and economic and market strategists – we are prepared to help you make informed investment decisions based on your needs and risk tolerance.

Meet the Team

Stifel Smart Rate Program

The Stifel Smart Rate Program (“Stifel Smart Rate”) is an efficient way for clients to manage the cash in their portfolio. Stifel Smart Rate keeps your cash balances at Stifel affiliated banks through your securities account, eliminating the need to open a separate bank account! By using Stifel Smart Rate, you also avoid costly wire fees and waiting for ACH transfers when a securities investment opportunity arises. Best of all, Stifel Smart Rate protects your principal by providing up to $500,000 in FDIC insurance coverage through two Stifel affiliated banks and provides an interest rate that can be compared to other cash alternatives!

Learn More About the Stifel Smart Rate Program

1890 The Year We Were Founded

and we're still going strong.

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, 2023.