Stifel Completes Acquisition of B. Riley Employee Advisors
Stifel Financial Corp. (NYSE: SF) has successfully completed the acquisition of 36 B. Riley employee advisors, adding approximately $4 billion in assets under management to their portfolio. This strategic move further strengthens Stifel's Global Wealth Management business, which achieved record annual revenue of $3.3 billion in 2024 and manages over $500 billion in total client assets.
The company's commitment to excellence is reflected in its consecutive #1 ranking in overall employee-advisor satisfaction according to the J.D. Power U.S. Financial Advisor Satisfaction Study. Stifel operates through various subsidiaries, offering securities brokerage, investment banking, trading, investment advisory, and banking services to diverse clients including individual investors, professional money managers, businesses, and municipalities.
Stifel Financial Corp. (NYSE: SF) ha completato con successo l'acquisizione di 36 consulenti dipendenti di B. Riley, aggiungendo circa 4 miliardi di dollari in attivi sotto gestione al proprio portafoglio. Questa mossa strategica rafforza ulteriormente il business di Global Wealth Management di Stifel, che ha raggiunto un fatturato annuale record di 3,3 miliardi di dollari nel 2024 e gestisce oltre 500 miliardi di dollari in attivi totali dei clienti.
Il impegno dell'azienda per l'eccellenza è riflesso nella sua posizione consecutiva al #1 nella soddisfazione generale degli advisor dipendenti secondo lo Studio sulla Soddisfazione degli Advisor Finanziari J.D. Power negli Stati Uniti. Stifel opera attraverso varie filiali, offrendo servizi di intermediazione titoli, investment banking, trading, consulenza sugli investimenti e servizi bancari a una clientela diversificata che include investitori individuali, gestori di denaro professionisti, aziende e municipi.
Stifel Financial Corp. (NYSE: SF) ha completado con éxito la adquisición de 36 asesores empleados de B. Riley, añadiendo aproximadamente 4 mil millones de dólares en activos bajo gestión a su cartera. Este movimiento estratégico fortalece aún más el negocio de Gestión de Patrimonio Global de Stifel, que logró un ingreso anual récord de 3.3 mil millones de dólares en 2024 y gestiona más de 500 mil millones de dólares en activos totales de clientes.
El compromiso de la empresa con la excelencia se refleja en su clasificación consecutiva como #1 en satisfacción general de asesores empleados según el Estudio de Satisfacción de Asesores Financieros de J.D. Power en EE. UU. Stifel opera a través de diversas subsidiarias, ofreciendo servicios de corretaje de valores, banca de inversión, trading, asesoría de inversiones y servicios bancarios a una clientela diversa que incluye inversores individuales, gestores de dinero profesionales, empresas y municipios.
Stifel Financial Corp. (NYSE: SF)는 B. Riley의 직원 상담사 36명을 성공적으로 인수하여 포트폴리오에 약 40억 달러의 관리 자산을 추가했습니다. 이 전략적 조치는 Stifel의 글로벌 자산 관리 비즈니스를 더욱 강화하며, 이 비즈니스는 2024년에 33억 달러의 연간 수익 기록을 달성하고 5000억 달러 이상의 총 고객 자산을 관리합니다.
회사의 우수성에 대한 헌신은 J.D. Power의 미국 금융 상담사 만족도 조사에서 연속적으로 #1 순위를 기록한 것에 반영됩니다. Stifel은 여러 자회사를 통해 운영되며, 개별 투자자, 전문 자산 관리자, 기업 및 지방 정부를 포함한 다양한 고객에게 증권 중개, 투자 은행, 거래, 투자 자문 및 은행 서비스를 제공합니다.
Stifel Financial Corp. (NYSE: SF) a réussi à finaliser l'acquisition de 36 conseillers employés de B. Riley, ajoutant environ 4 milliards de dollars d'actifs sous gestion à son portefeuille. Ce mouvement stratégique renforce encore l'activité de Gestion de Patrimoine Global de Stifel, qui a atteint un chiffre d'affaires annuel record de 3,3 milliards de dollars en 2024 et gère plus de 500 milliards de dollars d'actifs clients au total.
L'engagement de l'entreprise envers l'excellence se reflète dans son classement consécutif au #1 en satisfaction générale des conseillers employés selon l'Étude de Satisfaction des Conseillers Financiers J.D. Power aux États-Unis. Stifel opère à travers diverses filiales, offrant des services de courtage en valeurs mobilières, de banque d'investissement, de trading, de conseil en investissement et de services bancaires à une clientèle diversifiée, y compris des investisseurs individuels, des gestionnaires de fonds professionnels, des entreprises et des municipalités.
Stifel Financial Corp. (NYSE: SF) hat erfolgreich die Übernahme von 36 Mitarbeiterberatern von B. Riley abgeschlossen und damit etwa 4 Milliarden Dollar an verwalteten Vermögenswerten in sein Portfolio aufgenommen. Dieser strategische Schritt stärkt das Global Wealth Management-Geschäft von Stifel weiter, das im Jahr 2024 einen Rekordjahresumsatz von 3,3 Milliarden Dollar erzielt hat und über 500 Milliarden Dollar an Gesamtvermögen der Kunden verwaltet.
Das Engagement des Unternehmens für Exzellenz spiegelt sich in seiner aufeinanderfolgenden #1-Bewertung in der allgemeinen Zufriedenheit der Mitarbeiterberater laut der J.D. Power U.S. Financial Advisor Satisfaction Study wider. Stifel operiert durch verschiedene Tochtergesellschaften und bietet Wertpapiervermittlung, Investmentbanking, Handel, Anlageberatung und Bankdienstleistungen für eine vielfältige Kundenbasis, einschließlich privater Investoren, professioneller Vermögensverwalter, Unternehmen und Kommunen.
- Acquisition adds $4 billion in assets under management
- Record annual revenue of $3.3 billion in Global Wealth Management (2024)
- Total client assets exceed $500 billion
- #1 ranking in employee-advisor satisfaction for second consecutive year
- None.
Insights
Stifel's acquisition of 36 B. Riley advisors managing
The transaction demonstrates Stifel's opportunistic approach to growth through targeted talent acquisition rather than full firm purchases, which typically involve fewer integration complexities. Based on industry-standard revenue models, these advisors could generate approximately
This acquisition is particularly notable in its timing, as it allows Stifel to capitalize on potential instability at B. Riley while enhancing their market position. The wealth management industry values scale advantages in technology infrastructure, compliance capabilities, and cross-selling opportunities, making even incremental additions strategically sound.
Stifel's consecutive #1 rankings in advisor satisfaction serve dual purposes: attracting talent (as evidenced by this acquisition) and potentially improving client retention through advisor stability. From an investor perspective, expanding the wealth management business strengthens Stifel's recurring revenue streams, creating more predictable earnings compared to transaction-based business lines.
While the article doesn't disclose financial terms, the acquisition reinforces Stifel's disciplined growth strategy in a consolidating industry, focusing on high-quality advisor teams rather than transformative but riskier large-scale mergers.
ST. LOUIS, April 07, 2025 (GLOBE NEWSWIRE) -- Stifel Financial Corp. (NYSE: SF) today announced the completion of its acquisition of 36 B. Riley employee advisors, representing total assets under management of approximately
“We are very excited to welcome our new colleagues from B. Riley,” said Ronald J. Kruszewski, Chairman and CEO of Stifel. “Adding this team of talented advisors is yet another example of our commitment to expanding Stifel’s premier Global Wealth Management business.”
In 2024, Stifel’s Global Wealth Management business recorded record annual revenue of
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. 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 https://www.stifel.com/investor-relations/press-releases.
Media Contact
Neil Shapiro, (212) 271-3447
shapiron@stifel.com
Investor Relations Contact
Joel Jeffrey, (212) 271-3610
investorrelations@stifel.com
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