Independent Broker-Dealer · Independent channel
Stifel Independent Advisors
Business sold to Equitable Advisors · February 2026
Historical independent broker-dealer destination for advisors operating their own practices, separate from Stifel’s employee brokerage.
- Website
- stifelindependence.com
- Regulator record
- STIFEL INDEPENDENT ADVISORS, LLC (FINRA)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
5
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$2.7B
Reported practice assets · 5 of 5 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining Stifel Independent Advisors in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 5
Teams leaving Stifel Independent Advisors in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 22 | Lateral | Freehold Wealth ManagementLandrum, SC | OsaicIndependent Broker-Dealer | $576M | Press Release |
| Jul 28 | Lateral | Green Fairways Wealth ManagementVenice, FL | Raymond James Financial ServicesIndependent Broker-Dealer | $262M | Financial Advisor |
| Jul 23 | Lateral | KWM Wealth AdvisoryPasadena, CA | Raymond James Financial ServicesIndependent Broker-Dealer | $1.0B | AdvisorHub |
| Jun 9 | Lateral | Rebich InvestmentsEdinboro, PA | Wells Fargo FiNetIndependent Broker-Dealer | $650M | InvestmentNews |
| May 6 | Lateral | Eric WestallChesterfield, MO | OsaicIndependent Broker-Dealer | $250M | InvestmentNews |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.