CR Wealth Management Group, Financial Advisors, New York, New York, Toby Mitchell, Dave Stone, Chuck Roberts, Chuck Roberts Stifel, Chuck Roberts New York, Wealth Planning, Wealth Management


Stifel, Nicolaus & Company, Incorporated is a full-service wealth management and investment banking firm founded in 1890. Our philosophy on investing is grounded on a more than 125-year-old tradition of trust, understanding, and solid, studied advice. The company is a registered investment adviser with the U.S. Securities and Exchange Commission.

Stifel is home to the industry's largest U.S. equity research platform. 


stifel_investment bank_wealth planning_wealth management_firm_investing_investments_financial advisors_financial planning_wealth planning_retirement planning_college planning_CR Wealth Management


Stifel's research is one of the nation's largest equity research groups, with 107 senior analysts and approximately 1,600 companies under coverage. 

Our equity research has ranked in the top 10 of the Thomson Reuters Analyst Awards for 11 consecutive years (includes Keefe, Bruyette & Woods (KBW), a wholly owned subsidiary of Stifel Financial Corp., and other firms acquired by Stifel). Stifel & KBW combined for a No. 1 ranking in both 2016 and 2017.

•  More than 400  offices across the nation         •  Approximately $250 billion in client assets 
   under management
•  Seventh largest full-service investment firm 
 the country in terms of number off financial 
   advisors, with more than 2,300
  •  $2.9 billion of revenue in 2017 and
   $21.3 billion in total assets
•  More than 7,300 associates   •  Headquartered in St. Louis

•  Website:









Stifel/KBW tied for first among 167 qualifying U.S. firms in 2016 and ranked first among 161 qualifying U.S. firms in 2017.  For more information about the Thomson Reuters Analyst Awards, see