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Latest transactions
Christopher Manimbo Edward Jones → Janney Montgomery Scott $250M Jose Ascencio Raymond James Financial Services → TSG Wealth Management Riseling Wealth Management Edward Jones → &Partners $357M Sullivan Private Wealth Edward Jones → Shore to Summit Wealth Management Anchor Financial Partners Northwestern Mutual → LPL Financial $525M Koetter Financial Services LPL Financial → Cetera Longwater Haffey Group Truist Wealth → Raymond James & Associates $700M Pacific Sage Partners Pacific Sage Partners → CAPTRUST $1.1B Eastover Capital Management Eastover Capital → South Atlantic Bank $430M Kilner Capital Advisors Kilner Capital Advisors → Apella Wealth $332M

Wirehouses, Banks & BDs · Traditional channel

Stifel

Stifel Private Client Group

Join the firm-operated advisor channel, with brokerage, advisory and business resources supplied by the firm.

Website
stifel.com
Regulator record
STIFEL, NICOLAUS & COMPANY, INCORPORATED (FINRA)
Recorded arrivals
3
Teams and practices joining in 2026
Recorded departures
7
Teams and practices leaving in 2026
Arrival assets
$2.9B
Reported practice assets · 3 of 3 disclosed
Departure assets
$3.9B
Reported practice assets · 6 of 7 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
0 Jan
0 Feb
0 Mar
1 Apr
0 May
1 Jun
0 Jul
0 Aug
1 Sep
0 Oct

Arrivals came from

Origin firms, by number of teams

01
Jefferies
1
02
Morgan Stanley
1
03
TIAA Wealth Management
1

Departures went to

Destination firms, by number of teams

01
Raymond James & Associates
1
02
Raymond James Financial Services
1
03
RBC Wealth Management
1
04
Rockefeller
1
05
Steward Partners
1
06
Wedbush
1

Arrivals 3

Teams joining Stifel in 2026. Open a team for its source record.

Date Pattern Team / advisor(s) From Reported assets Source
Sep 16 Lateral Hall Wealth Advisory GroupChicago, IL JefferiesWirehouses, Banks & BDs $1.4B Press Release
Jun 12 Lateral Primary Wealth Management GroupDecatur, IL Morgan StanleyWirehouses, Banks & BDs $357M AdvisorHub
Apr 16 Lateral Jason "Jake" ZehrAmes, IA TIAA Wealth ManagementWirehouses, Banks & BDs $1.2B AdvisorHub

Departures 7

Teams leaving Stifel in 2026.

Date Pattern Team / advisor(s) To Reported assets Source
Sep 4 Lateral Phillipp GroupChicago, IL RockefellerWirehouses, Banks & BDs $650M AdvisorHub
Aug 12 Lateral Pathway Advisory GroupLafayette, IN Raymond James & AssociatesWirehouses, Banks & BDs $316M Financial Advisor
Jul 20 Lateral Donald H. KinseyDallas, TX RBC Wealth ManagementWirehouses, Banks & BDs $1.6B AdvisorHub
Jun 26 Lateral Steve SchwaryNewport Beach, CA WedbushWirehouses, Banks & BDs Undisclosed InvestmentNews
Jun 11 Breakaway ARC Wealth ManagementSalt Lake City, UT Raymond James Financial ServicesIndependent Broker-Dealer $620M InvestmentNews
May 21 Lateral Richard CochranDublin, OH Wells Fargo AdvisorsWirehouses, Banks & BDs $125M InvestmentNews
Feb 5 Breakaway Kevin Watson, Chris Durham, David LucasMacon, GA Steward PartnersRIA $624M Press Release

Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.