Kyle Adams

Next-Gen + Best-in-State · rank 34 · Wooster, Ohio · listed firm: Stifel

Identity & firm

• Firm — Stifel, Nicolaus & Company, Incorporated (high)
  • “"firmName": "STIFEL, NICOLAUS & COMPANY, INCORPORATED", "iaOnly": "N", "registrationBeginDate": "11/15/2018"” — sec_finra_regulatory
• Parent company — Stifel Financial Corp. (high)
  • “Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | Stifel.com” — firm_official
• Firm type — wirehouse (high)
  • “"firmName": "STIFEL, NICOLAUS & COMPANY, INCORPORATED", "firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "10746", "iaSECNumberType": "801", "bdSECNumber": "1447"” — sec_finra_regulatory
• Team name — Adams Reichert Wealth Management Group (high)
  • “Adams Reichert Wealth Management Group” — firm_official
• Team size — 4 (high)
  • “Kyle Adams, CRPC Managing Director/Investments ... Lisa Reichert Associate Vice President/Investments ... Cole Hissong Financial Advisor ... Michaela Grate Client Service Associate” — firm_official
• CRD — 5532114 (high)
  • “"individualId": 5532114, "firstName": "KYLE", "middleName": "JARON", "lastName": "ADAMS"” — sec_finra_regulatory
• Years experience — 17 (high)
  • “"daysInIndustryCalculatedDate": "7/19/2009"” — sec_finra_regulatory
• Designations — other:CRPC (high)
  • “Kyle earned the Chartered Retirement Planning Counselor™ designation and holds Series 7 and 66 securities licenses.” — firm_official

Book of business

• Team AUM ($M) — 1100 (high)
  • “{"rank":84,"firm":"Stifel","city":"Wooster","state":"Ohio","minAccountSize":"$0","teamAssets":"$1.1B","typicalNetWorth":"$3-10M","typicalHouseholdSize":"$2-7M"}” — forbes_shook
• Account minimum ($M) — 0 (high)
  • “"Minimum account size for new business":"$0"” — forbes_shook
• Typical client net worth ($M) — 6.5 (high)
  • “"Typical Net Worth of Relationships":"$3-10M"” — forbes_shook
• Client niche — business owners plus families and individuals in retirement/legacy planning (high)
  • “Serving Business Owners ... We specialize in helping you develop a comprehensive, cohesive financial strategy that suits your unique needs.” — firm_official
  • “Serving Families and Individuals From wealth and investment to estate and tax-advantaged planning strategies, we're here to help you pursue all of your financial goals.” — firm_official
• Custodians — gap: not_applicable
• Fee model — fee_plus_commission (medium)
  • “"firmBCScope": "ACTIVE", "firmIAScope": "ACTIVE", "iaSECNumber": "10746", "iaSECNumberType": "801", "bdSECNumber": "1447"” — sec_finra_regulatory
  • “To help you align your investment objectives with your portfolio, we use a broad range of products and services. Some of those products are listed below: Individual Securities Individual Bonds Mutual Funds Alternative In” — firm_official

Positioning & marketing

• Website url — https://www.adamsreichert.com/ (high)
  • “Adams Reichert Wealth Management Group - Wooster, OH 44691 | Stifel” — firm_official
• Value proposition (verbatim) — Where Your Goals Come First — "Our mission is to work closely with you to understand where you are today, what may be required for retirement, and what you will need to do between now and then. We'll not only look at your savings and investments, but also strategies surrounding leaving a lasting legacy to your heirs or to a charity of choice. We seek to accomplish this while maintaining the level of honesty, integrity, dependability, and accountability you expect and deserve." (high)
  • “Where Your Goals Come First “Our mission is to work closely with you to understand where you are today, what may be required for retirement, and what you will need to do between now and then. We’ll not only look at your ” — firm_official
• Differentiators — long-standing investment philosophy paired with forward-looking technology, access to Stifel's robust research platform and investment insights, portfolio built around the client's life, not a model, conservative, personalized wealth management approach, face-to-face local relationships rooted in the Wooster community (high)
  • “At the Adams Reichert Wealth Management Group, we leverage our long-standing investment philosophy, innovation and technology of the future, and Stifel’s robust research platform and investment insights to help you build” — firm_official
  • “His education, experience, and professional affiliations have fostered his conservative approach to offering personalized wealth management services and guidance to his clients.” — firm_official
• Content marketing — occasional (medium)
  • “Stay Informed Latest News Read, watch, or listen to our timely investor insights.” — firm_official
  • “Subscribe to Our Latest News Sign up to receive newsletters, event invitations, and timely market news straight to your inbox.” — firm_official
• Has podcast — no (medium)
  • “Stay Informed Latest News Read, watch, or listen to our timely investor insights.” — firm_official
• Books published — 0 (medium)
  • “Kyle joined Stifel in 2018 after spending nine years as a financial advisor and one year interning with Wells Fargo Advisors and its predecessor firm, Wachovia Securities.” — firm_official
• Linkedin url — https://www.linkedin.com/in/kyle-j-adams-45b11130/ (medium)
  • “Kyle J. Adams - Managing Director/Investments - Stifel - Stifel Financial Corp. | LinkedIn” — social_or_third_party_db
• Social presence — linkedin_active (medium)
  • “visit us at Facebook” — firm_official
  • “Kyle J. Adams - Managing Director/Investments - Stifel - Stifel Financial Corp. | LinkedIn” — social_or_third_party_db
• Press awards — AdvisorHub Advisors to Watch 2022–2026 (2026: 250 Advisors to Watch Over $1 Billion), Forbes Best-in-State Wealth Advisors 2018, 2021–2026, Forbes Top Next-Gen Wealth Advisors 2017, 2018, 2020, 2021, 2024, 2025, Forbes Best-in-State Next-Gen Wealth Advisors 2022–2025, Forbes Best-in-State Wealth Management Teams 2025, 2026 (Adams Reichert Wealth Management Group) (high)
  • “2022 | 2023 | 2024 | 2025 | 2026 For 2026, Kyle was named to the 250 Advisors to Watch Over $1 Billion category.” — firm_official
  • “Adams Reichert Wealth Management Group ![Forbes' Best-in-State Wealth Management Teams] 2025 | 2026” — firm_official

Visual brand

• Has distinct logo — no (high)
  • “ # Adams Reichert Wealth Management Group” — firm_official
• Logo url — https://www.adamsreichert.com/mediahandler/media/327811/stifel-white-logo.png (high)
  • “” — firm_official
• Visual brand notes — Stifel corporate template: white wordmark on dark bar, team name as plain text lockup. Desaturated grayscale team and headshot photography, stock advisor-meeting imagery, restrained sans-serif type. No independent team mark or palette. (high)
  • “” — firm_official

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