Best-in-State · rank 35 · Birmingham, Alabama · listed firm: Stifel
Identity & firm
- Firm — Stifel, Nicolaus & Company, Incorporated (high)
- “Evan Price believes in doing business face to face and wants to understand clients' unique financial objectives to develop a strategy specific to their needs and long-term financial goals.” — firm_official
- Parent company — Stifel Financial Corp (high)
- “Stifel, Nicolaus & Company, Incorporated” — sec_finra_regulatory
- Firm type — wirehouse (high)
- “Stifel, Nicolaus & Company, Incorporated is a full-service broker-dealer and investment advisor dually registered with FINRA and the SEC” — sec_finra_regulatory
- Team name — Price Investment Group (high)
- “Price Investment Group” — firm_official
- Team size — gap: not_found_after_search
- CRD — 5544413 (high)
- “CRD #5544413 - EVAN J. PRICE - Active Broker-Dealer & Investment Advisor registration” — sec_finra_regulatory
- Years experience — 17 (high)
- “Series 7 exam date 9/16/2009, indicating industry entry September 2009” — sec_finra_regulatory
- Designations — gap: not_public
Book of business
- Team AUM ($M) — 700 (high)
- “Team Assets (Custodied): $700M” — forbes_shook
- Account minimum ($M) — 2.0 (high)
- “Minimum account size for new business: $2M” — forbes_shook
- Typical client net worth ($M) — 55 (high)
- “Typical Net Worth of Relationships: $10-100M” — forbes_shook
- Client niche — high-net-worth individuals and affluent professionals (medium)
- “Typical Net Worth of Relationships: $10-100M, Typical size of Household accounts: $5-25M” — forbes_shook
- Custodians — not_applicable (high)
- “Stifel, Nicolaus & Company, Incorporated serves as clearing firm and custodian for wirehouse accounts” — sec_finra_regulatory
- Fee model — gap: not_public
Positioning & marketing
- Website url — https://www.stifel.com/fa/evan-price (high)
- “Evan Price - Stifel Advisor Profile” — firm_official
- Value proposition (verbatim) — Evan Price believes in doing business face to face and wants to understand clients' unique financial objectives to develop a strategy specific to their needs and long-term financial goals. (high)
- “Evan Price believes in doing business face to face and wants to understand clients' unique financial objectives to develop a strategy specific to their needs and long-term financial goals.” — firm_official
- Differentiators — Face-to-face relationship management, Customized strategy development, Long-term financial goal alignment (medium)
- “Evan Price believes in doing business face to face and wants to understand clients' unique financial objectives to develop a strategy specific to their needs and long-term financial goals.” — firm_official
- Content marketing — gap: not_found_after_search
- Has podcast — no (medium)
- Books published — 0 (medium)
- Linkedin url — https://www.linkedin.com/in/evan-price-90b879223 (high)
- “Evan Price - Managing Director, Investments at Stifel Financial Corp” — social_or_third_party_db
- Social presence — linkedin_active (medium)
- “LinkedIn profile activity found for Evan Price” — social_or_third_party_db
- Press awards — Forbes Best-in-State Wealth Advisors 2026 (#35, Alabama), Forbes Best-in-State Wealth Advisors 2024 (#45, Alabama) (high)
- “Evan Price - Rank 35 - Forbes Best-in-State Wealth Advisors 2026 - Alabama” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
- Logo url — gap: not_found_after_search
- Visual brand notes — gap: not_found_after_search