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Est. 2026The front page of wealth managementNew York

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Wealth Firm Earnings · SF

Stifel earnings

Client assets, revenue and advisory assets, quarter by quarter, as Stifel reports them for its Global Wealth Management business, with the source for every number.

In Q3 2026, Stifel reported $576B in client assets, up 6.0% from a year earlier. Revenue was $980M, up 8.0% year over year.

Next reportNot announced yet

Latest releaseOctober 21, 2026

NewsStifel coverage

Quarter by quarter

Client assets

Total client assets, Global Wealth Management

  1. $517BQ2 2025
  2. $544BQ3 2025
  3. $552BQ4 2025
  4. $539BQ1 2026
  5. $580BQ2 2026
  6. $576B$576BQ3 2026
Show as table
PeriodClient assets
Q3 2026$576B
Q2 2026$580B
Q1 2026$539B
Q4 2025$552B
Q3 2025$544B
Q2 2025$517B

Revenue

Net revenues, Global Wealth Management

  1. $846MQ2 2025
  2. $907MQ3 2025
  3. $933MQ4 2025
  4. $932MQ1 2026
  5. $957MQ2 2026
  6. $980M$980MQ3 2026
Show as table
PeriodRevenue
Q3 2026$980M
Q2 2026$957M
Q1 2026$932M
Q4 2025$933M
Q3 2025$907M
Q2 2025$846M

Advisory assets

Fee-based client assets, Global Wealth Management

  1. $206BQ2 2025
  2. $219BQ3 2025
  3. $224BQ4 2025
  4. $220BQ1 2026
  5. $240BQ2 2026
  6. $240B$240BQ3 2026
Show as table
PeriodAdvisory assets
Q3 2026$240B
Q2 2026$240B
Q1 2026$220B
Q4 2025$224B
Q3 2025$219B
Q2 2025$206B

Month by month

Client assets

Total client assets

  1. $550BOctober 2025
  2. $554BNovember 2025
  3. No figureDecember 2025: in the quarterly release
  4. $561BJanuary 2026
  5. $558BFebruary 2026
  6. No figureMarch 2026: in the quarterly release
  7. $569BApril 2026
  8. $580BMay 2026
  9. No figureJune 2026: in the quarterly release
  10. $578BJuly 2026
  11. $588B$588BAugust 2026
Show as table
PeriodClient assets
August 2026$588B
July 2026$578B
June 2026—
May 2026$580B
April 2026$569B
March 2026—
February 2026$558B
January 2026$561B
December 2025—
November 2025$554B
October 2025$550B

Advisory assets

Fee-based client assets

  1. $223BOctober 2025
  2. $225BNovember 2025
  3. No figureDecember 2025: in the quarterly release
  4. $229BJanuary 2026
  5. $228BFebruary 2026
  6. No figureMarch 2026: in the quarterly release
  7. $232BApril 2026
  8. $239BMay 2026
  9. No figureJune 2026: in the quarterly release
  10. $240BJuly 2026
  11. $244B$244BAugust 2026
Show as table
PeriodAdvisory assets
August 2026$244B
July 2026$240B
June 2026—
May 2026$239B
April 2026$232B
March 2026—
February 2026$228B
January 2026$229B
December 2025—
November 2025$225B
October 2025$223B

Reading these numbers

  • Stifel sold Stifel Independent Advisors on February 2, 2026. Earlier totals include those assets, so year-over-year comparisons aren’t like for like.
  • Stifel doesn’t report net new assets or an exact advisor count in its releases.
  • Monthly figures come from its monthly operating data releases.

Every figure and its source

Download CSV
PeriodFigureValueSource
Q3 2026Total client assetsGlobal Wealth Management$576BSEC filingOctober 21, 2026
Q3 2026Net revenuesGlobal Wealth Management$980MSEC filingOctober 21, 2026
Q3 2026Fee-based client assetsGlobal Wealth Management$240BSEC filingOctober 21, 2026
August 2026Total client assets$588BSEC filingSeptember 24, 2026
August 2026Fee-based client assets$244BSEC filingSeptember 24, 2026
August 2026Private Client Group fee-based client assetsPrivate Client Group$214BSEC filingSeptember 24, 2026
July 2026Total client assets$578BSEC filingAugust 27, 2026
July 2026Fee-based client assets$240BSEC filingAugust 27, 2026
Q2 2026Total client assetsGlobal Wealth Management$580BSEC filingJuly 22, 2026
Q2 2026Global Wealth Management net revenuesGlobal Wealth Management$957MSEC filingJuly 22, 2026
Q2 2026Fee-based client assetsGlobal Wealth Management$240BSEC filingJuly 22, 2026
May 2026Total client assets$580BSEC filingJune 25, 2026
May 2026Fee-based client assets$239BSEC filingJune 25, 2026
April 2026Total client assets$569BSEC filingMay 28, 2026
April 2026Fee-based client assets$232BSEC filingMay 28, 2026
Q1 2026Total client assetsGlobal Wealth Management$539BSEC filingApril 22, 2026
Q1 2026Global Wealth Management net revenuesGlobal Wealth Management$932MSEC filingApril 22, 2026
Q1 2026Fee-based client assetsGlobal Wealth Management$220BSEC filingApril 22, 2026
February 2026Total client assets$558BSEC filingMarch 26, 2026
February 2026Fee-based client assets$228BSEC filingMarch 26, 2026
January 2026Total client assets$561BSEC filingFebruary 26, 2026
January 2026Fee-based client assets$229BSEC filingFebruary 26, 2026
Q4 2025Total client assetsGlobal Wealth Management$552BSEC filingJanuary 28, 2026
Q4 2025Global Wealth Management net revenuesGlobal Wealth Management$933MSEC filingJanuary 28, 2026
Q4 2025Fee-based client assetsGlobal Wealth Management$224BSEC filingJanuary 28, 2026
November 2025Total client assets$554BSEC filingDecember 18, 2025
November 2025Fee-based client assets$225BSEC filingDecember 18, 2025
October 2025Total client assets$550BSEC filingNovember 20, 2025
October 2025Fee-based client assets$223BSEC filingNovember 20, 2025
Q3 2025Total client assetsGlobal Wealth Management$544BSEC filingOctober 22, 2025
Q3 2025Global Wealth Management net revenuesGlobal Wealth Management$907MSEC filingOctober 22, 2025
Q3 2025Fee-based client assetsGlobal Wealth Management$219BSEC filingOctober 22, 2025
Q2 2025Total client assetsGlobal Wealth Management$517BSEC filingJuly 30, 2025
Q2 2025Global Wealth Management net revenuesGlobal Wealth Management$846MSEC filingJuly 30, 2025
Q2 2025Fee-based client assetsGlobal Wealth Management$206BSEC filingJuly 30, 2025

Questions

How much in client assets does Stifel have?

Stifel reported $576B in client assets (“Total client assets”, Global Wealth Management) at the end of Q3 2026, according to its release on October 21, 2026.

When does Stifel report earnings next?

Stifel hasn’t announced its next earnings date yet. It is added here once the company announces it.