Best-in-State · rank 110 · Montgomery, Alabama · listed firm: Stifel
Identity & firm
- Firm — Stifel (high)
- “Firm: Stifel” — forbes_shook
- Parent company — gap: not_found_after_search
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Book of business
- Team AUM ($M) — 1000 (high)
- “Team Assets (Custodied): $1B” — forbes_shook
- Account minimum ($M) — 1 (high)
- “Minimum account size for new business: $1M” — forbes_shook
- Typical client net worth ($M) — 30 (high)
- “Typical Net Worth of Relationships: $10-50M” — forbes_shook
- Client niche — gap: not_found_after_search
- Custodians — not_applicable (high)
- “Firm: Stifel” — forbes_shook
- Fee model — gap: not_found_after_search
Positioning & marketing
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- Has podcast — gap: not_found_after_search
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- Press awards — Forbes Top Wealth Advisor 2026 (high)
- “rank: 110, year: 2026” — forbes_shook
Visual brand
- Has distinct logo — gap: not_found_after_search
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- Visual brand notes — gap: not_found_after_search